Protect your legacy. Protect your brand.
Estate planning for your family, trademark law for your business — one attorney, two ways to protect what you've built.
You don't need a template. You need a plan that actually fits your life, drafted by the same attorney who sits with you through every meeting — in English or en Español. Whether that's a living trust for your family or a trademark for your business.
Carmen Rosas, Esq. & her daughter · Estate Planning & Trademark Law
Two Ways I Can Help
Protecting what you've built, whichever form it takes.
Your family and your business both deserve real protection — not a template. Start wherever you are.
For Your Family
Estate Planning
Living trusts, wills, powers of attorney, and healthcare directives — a complete plan built around your family, your property, and your wishes.
See what's includedFor Your Business
Trademark Law
Clearance searches, federal registration, and brand monitoring — so your name, logo, and slogan stay yours, nationwide.
See trademark servicesEstate Planning · What's Included
Seven documents. One plan, built around your family.
Every estate plan starts from the same foundation — then gets shaped around your specific family, property, and wishes. Nothing here is a fill-in-the-blank template.
Revocable Trust
Keeps your assets out of probate court and keeps your family's affairs private after you're gone.
Pour-Over Will
Catches anything left outside your trust when you pass and directs it where it belongs — nothing left to chance.
Financial Durable Power of Attorney
Appoints someone you trust to make financial decisions on your behalf if you're ever unable to.
Advance Health Care Directive
Puts your medical preferences in writing and in force, so your family never has to guess.
Assignment of Personal Property
Transfers your personal belongings and tangible property into your trust, so everything you own is actually covered.
Real Property Transfer Deed
Moves your California real property into your trust, so it's actually protected — not just on paper.
Funding Instructions
A clear, step-by-step guide for retitling your other accounts and assets into your trust, so the plan actually works when it's needed.
Trademark Law · Services
A brand that's protected is a brand that can grow.
Whether you're just launching or scaling nationally, trademark protection secures your name, logo, and slogan at the federal level — regardless of where your business operates.
Trademark Clearance Search
A comprehensive search before you file, to avoid conflicts and rejections down the line.
Federal Trademark Registration
USPTO filing to secure exclusive rights to your name, logo, or slogan, nationwide.
Office Action Responses
Handling USPTO rejections and requests for additional information on your behalf.
Trademark Monitoring
An ongoing watch service to catch infringing uses of your mark before they become a real problem.
Cease and Desist Letters
Formal legal notices to stop unauthorized use of your brand, name, or logo.
Carmen Rosas, Esq. · Legacy Protection Firm, P.C.
Why Carmen
One attorney, start to finish.
I sit with every client myself — in English or en Español — through every meeting, every document, every question.
I'm the one drafting your plan, reviewing it with you, and making sure you actually understand what you're signing — that part never gets handed off. You're also backed by Team Legacy Protection, the team working behind the scenes to keep everything moving smoothly from start to finish.
Tailored, not templated
Every plan is built around your specific family, property, and goals — never copy-pasted from a form.
Truly bilingual
Every meeting, document, and question, in English or en Español — with me, not a translator.
Efficient by design
Most plans are complete in two to three meetings. No endless back-and-forth.
Built to avoid probate
Structured specifically so your family never sees the inside of a California probate court.
How It Works
From first call to signed plan.
No mountains of paperwork to figure out alone. Just a clear, unhurried path — the same one every family walks with me.
Free Consultation
A 15-minute call to understand your family, your property, and what you're hoping to protect. No cost, no obligation.
Intake
You complete detailed questionnaires, so I understand the full picture before we ever sit down to draft.
Drafting
I personally draft every document in your plan, built around what you told me — never a generic template.
Review & Confirm
You get a full summary — every name, every spelling, every allocation — to confirm it's exactly right before anything is finalized.
Signing Meeting
We execute your documents with an estate planning notary who knows these documents inside and out.
Bilingual by Design
In English. En Español.
Not translated after the fact. Every meeting, every document, every question — handled with you, in whichever language you're most comfortable in.
“
I kept putting this off for years… Carmen made the entire process so clear and manageable.— S.L., San Mateo
Ready When You Are
Let's protect what you've built — family or business.
There's no cost to start, and no pressure to decide today.
Schedule a Free Consultation— Carmen Rosas, Esq.