Legacy Protection Firm P.C. Palo Alto Ca review signals at a glance

Carmen and her team are absolutely great to work with, highly recommend! They helped our family during a difficult time of our parents passing and provided us with trust administration services quickly and effectively (no run arounds & easy to understand). I'm so grateful and would not hesitate to call on her firm again in the future.

Carmen Rosas was essential in helping us complete our Living Trust. She was clear, explained everything well and in a way we understood, listened to our wishes and advised us on how to proceed while giving us all the information necessary to make a best, informed decision. I would recommend anyone to use her for their families needs because even if she cannot help, then she will guide you in the right directions.

super friendly, great service, and knowledgeable about the subject matter!

Great experience! Thank you so much to Carmen and her awesome team.

Best service 👍🏻even though I live in Hong Kong Aki was able to send me the whole pile of documents really fast. I’m really glad to have been able to meet Aki at her office yesterday during my short stay with my son and all things settled within half an hour. Have a safe trip Aki and good health to your mom. Regards Eva

Carmen Rosas is an outstanding attorney and so is Cristina Alcocer. I was lucky to find them to handle our family’s Living Trust. They are not only skilled and knowledgeable but also kind and understanding. They made the process easy and exceeded my expectations. They are bilingual and have a bi-cultural background which makes their services especially valuable to our community. I highly recommend her to family and friends.

Carmen and team are great. I am trying to help my aging folks navigate thru complicated legal issues and she was very patient and explained everything for them to understand.

Carmen Rosas, has tended to our living trust needs. She was kind, respectful and especially patient in explaining procedures and details to us. We would highly recommend her services to friends and family.

I'm a bay area real estate broker/agent. I've referred Carmen to a few of my clients. All of which would tell me she would never return their calls or they could never connect with her. Should have learned then but instead I decided I should give her a try myself for my estate planning documents especially since we had done some events together. Never did I think my estate planning documents would take over a year to complete. I signed our engagement letter 6/3/22, the first payment link was sent to me on 6/4/22 (quick turnaround). I had an in-person meeting with her on 7/28/22 after rescheduling on my end a few times due to personal reasons. Soon after I provided all of my documents to her and we scheduled a follow up meeting for 9/22/22. I didn’t hear anything back from her until 11/14/22, with another payment link for another service she provided. At that moment I inquired about finalizing my trust documents, her office told me they were going to mail them to me the following week. One month goes by and I inquire again on 12/6/22. She claims she is onboarding new team members and has been understaffed. On 12/20/22 I ask her if she was able to find an attorney out of state to put my properties in the trust. She claimed she did and that she would have the deeds ready the following week. January came and went and zero communication from her or her office. I inquired again on 2/3/23 - following up on the mobile notary to sign & finalize trust documents. Another person in her office responds back and I finally get a mobile notary scheduled for 2/9/23. I assumed this was it and I was just waiting around for my executed county stamped documents to get mailed back to me. Well June comes around and I still haven’t received anything back. I inquire again on 6/6/23. She says she is checking with her assistant. No communication again until I inquire again on 6/27/23. One property was finally taken care of and confirmed received by the county on 7/11/23. The other property was finally taken care of in late Sept 2023. My frustration is the lack of customer service/communication. I understand small businesses tend to get understaffed or are going through business changes but if my services are paid for and I have to constantly be contacting you for an update and most of the time you don’t respond, then there is something wrong! This tells me this business doesn’t value its clients. Posting this review now in case this will help others determine whether to use her services or not. I also know other small businesses that have used her & have had a similar or worser experience so that tells me I’m not the only one.

Carmen Rosas is an incredible professional attorney. I was blessed and fortunate to have found her to prepare our family Living Trust, not only is she an experienced, effective legal expert but a caring warm person, sensitive to her clients needs. I felt as if I was talking to a friend. Carmen walked me through the process, and more than met all my expectations. I also interacted with her office staff and was impressed by their courtesy and quick response. Being bilingual and bicultural her services are valuable and important to our community. I am referring her to family and friends. May God continue blessing Carmen, her staff and family.

I used Carmen Rosas for my estate planning. She made the process very easy. I appreciated her taking the extra time to answer all of my questions. I highly recommend!!!

Carmen makes the "impossible" happen! A few years back, I needed to legally take over a family responsibility from my mom to give her peace of mind. I Googled and hunted for a lawyer who could help me with this request. Finally, I found Carmen, who was able to bring a speedy resolution to our family estate. Carmen is knowledgeable, easy to work with, asks the right questions, then she makes magic happen! Thank you Carmen for resolving our case and giving my mom the best gift of all, peace of mind! I continue to refer my family and friends to Carmen. She is the best at what she does!