Estate Planning Workshops, Without the Overwhelm

Live and on-demand workshops led by Attorney Carmen Rosas, Esq. Learn how to protect your family, assets, and legacy with clear guidance, real examples, and practical next steps.

No pressure. No legal jargon. Just clarity.

What You’ll Learn in Our Workshop

Our workshop is designed to help you understand estate planning in a clear, approachable way, whether you’re just getting started or want to avoid costly mistakes.

During the session, you’ll learn:

* What an estate plan actually includes, and what most families miss

* How trusts, wills, powers of attorney, and healthcare directives work together

* Common mistakes that can lead to probate, delays, or family conflict

* When DIY planning works, and when legal guidance matters

* What your next best step should be based on your situation

The workshop is led by Carmen Rosas, Esq., founder of Legacy Protection Firm, P.C., with over 13 years of experience helping families plan with confidence.

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Prefer 1:1 guidance?

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Can’t attend live? Register anyway, replay availability varies by workshop.

DISCLAIMER

The information contained in this website is for informational and entertainment purposes only, and should not be construed as offering legal advice, or creating an attorney-client relationship between the reader and the attorney. You should not act or refrain from acting on the basis of any content included in this Website without seeking appropriate legal advice about your individual facts and circumstances from an attorney licensed in your state.

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CONTACT US

Call/Text: (650)-503-1843
Español: (650) 503-1788

Mailing Address:

1900 S. Norfolk St., Suite 350

San Mateo, CA 94403