Legacy Protection Firm, PC
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Legacy Protection Firm, PC

1900 S Norfolk St Suite 350, San Mateo, CA 94403, California

4.9 (29 reviews)

About Us

Legacy Protection Firm, PC is a woman of color and female-owned law firm specializing in estate planning, probate, and trust administration for first-generation professionals, women, and traditionally marginalized communities. With a mission to help clients protect their legacies with clear, compassionate legal guidance, the firm stands out for its culturally sensitive, personalized approach and dedication to empowering families through complex legal transitions.

Founded by Managing Attorney Carmen Rosas, who brings over 13 years of legal experience, the firm is driven by empathy, integrity, and a commitment to client peace of mind. The team, which includes bilingual attorneys fluent in Spanish and Japanese, focuses on making estate planning accessible and straightforward through a clear three-step process. They have successfully supported over 1,000 Bay Area families, offering services that blend legal expertise with deep understanding of clients’ values and generational goals.

Services Offered

  • Estate Planning
  • Will and Testament Drafting
  • Living Trust Creation
  • Guardianship Designation
  • Healthcare Directives
  • Probate Assistance
  • Trust Administration
  • Minor Protection Plans
  • Business Planning
  • Powers of Attorney
  • HIPAA Authorization
  • Estate Plan Reviews and Updates
  • Legal Consultations for Complex Matters
  • Asset Transfer Guidance
  • Retirement and IRA Planning

Serving clients throughout California, including Menlo Park, Redwood City, Palo Alto, San Carlos, Belmont, San Mateo, Los Angeles, Pasadena, Sacramento, El Dorado Hills, San Diego, and San Francisco, the firm offers services in English, Spanish, and Japanese. Their notable achievements include a strong track record of client satisfaction and a focus on providing security and stability for future generations.

Practice Areas

Frequently Asked Questions about Legacy Protection Firm, PC

1900 S Norfolk St Suite 350, San Mateo, CA 94403, California

Estate planning attorney, Legal services

California, San Mateo

They have a rating of 4.9/5 based on 29 reviews.

English

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