Estate Planning, Trust Administration,
and Business Law
Estate planning is a gift you can give to your loved ones by creating a meaningful legacy and leaving your family with a plan.
Coastal Legacies offers large firm experience at small firm prices. Having served ultra high net worth clients including many celebrities and entrepreneurs, we offer a breadth of knowledge and experience that is unparalleled. Our focus and attention is undivided, and the client's happiness is our key to success. By bringing innovative strategies to protect assets and minimize exposure to transfer taxes, clients can have greater peace of mind and maximize their enjoyment of time with family and friends. Estate planning can be a daunting and complicated process, but with our help and encouragement we can make this process as easy and seamless as possible.
Coastal Legacies provides estate planning and trust administration services to clients of varied backgrounds, cultures, and estate sizes.
"I worked with Rosie on my mother's estate plan and also my own estate plan and will. Working with her was a unique experience in that she worked WITH me and was so transparent about why certain things needed to be done certain ways. She is smart, experienced in her field of expertise and well connected so that if she does run into a complex area that needs clarification she has support. I'd hire her again in a heart beat."
Managing Director for Waze (a Google company)
"Rosie was incredibly helpful in preparing our estate plan. She was knowledgable, easy to talk to, and made the process rather enjoyable. I would certainly work with her again."
Former President of DocuSign, Advisor, Investor
"I paid for an estate plan with LegalZoom and it turned out to be a mess. Rosie fixed our estate plan and got everything in order for us at a reasonable rate. She was very thoughtful and made this difficult task easier. It was well worth the investment for the peace of mind in knowing that my loved ones will be taken care of one day."
General Counsel, AliveCor
This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
120 Newport Center Drive
Newport Beach, CA 92660
28202 Cabot Road, Suite 260
Laguna Niguel, CA 92677
Please do not include any confidential or sensitive information in a contact form, text message, or voicemail. The contact form sends information by non-encrypted email, which is not secure.
Submitting a contact form, sending a text message, making a phone call, or leaving a voicemail does not create an attorney-client relationship.
All information contained on this website is for informational purposes only. Please do not construe anything as individual legal advice. If you need legal advice, please schedule a consultation.