Services
Legacy Protection is How We Serve
Statistics say 70% of people don’t have wills.
Don't Be the Status Quo.
OUR PROCESS
Step 1: Get clear on the legacy you’re protecting
Learn about all the documents that make up an estate plan. Identify your key people and take inventory of your assets.
Step 2: Decide what options are best for you
Based on Step 1, you will determine the best documents for you. Then, we prepare your legal documents.
Step 3: Complete your plan
Once you have reviewed your drafts, you’ll sit down to execute and finalize the documents. Notify your key people and store your documents in a safe space.
Yes, it’s that easy!
Estate Planning
Estate planning is no longer just for the wealthy or people with a ton of assets. Estate planning is for everyone, from single people with debt, to married couples with no kids, to families with tons of kids and many properties. Everyone from millennials to the elderly deserve to secure their financial legacy. That’s why I created Carmen Rosas Law - YOUR legacy protection firm. I realized families needed someone like me e to explain estate planning in a way that was easy to understand. Someone down-to-earth, yet knowledgeable that could help them protect their legacy.
What’s Included in Your plan?
- Revocable Living Trust
- Last Will and Testament
- Financial Power of Attorney
- Medical Power of Attorney
- HIPAA Release
- Advance Health Care Directive
- Nomination of Guardian for Minor (if relevant)
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Memorial and Remembrance Instructions
your business legacy through entity formation and trademarks.