Services

Legacy Protection is How We Serve

Statistics say 70% of people don’t have wills.
Don't Be the Status Quo.

OUR PROCESS

In our easy 1-2-3 process, you can have your estate plan done, get peace of mind and continue creating the legacy you crave.

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!

What’s Included in Your plan?

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.

Not only do we provide estate planning services, but we also assist with protecting
your business legacy through entity formation and trademarks.

Want more information on
how you can protect your legacy?