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California’s Premier Estate Planning & Elder Law Firm
Create a plan and protect your legacy. Customized and expert estate planning that fits your family’s needs.
How can we help you?
California Estate Planning Law Firm
An estate plan is a roadmap for the future. If you don’t have one, you risk leaving your legacy to chance. Rather than finding clear directions for your estate, your family members could find themselves in long and complicated disputes as they and the courts try to navigate this difficult part of life without a map. The time to plot a clear course for the future is now.
Sandoval Legacy Group, a division of Holstrom, Block & Parke, A Professional Law Corporation, provides in-person and virtual estate planning, elder law, special needs planning, probate, conservatorships, business succession planning, tax planning, and trust administration legal services to clients located throughout California. Our top-rated attorneys offer experience, guidance, and resources to help you protect your personal interests, your loved ones, and your legacy. No other elder law and estate planning law firm in California has the knowledge and experience of our lawyers and paralegal staff.
PRESERVE. PROTECT. BESTOW.
Personalized Estate Plan That Fits Your Family’s Needs.
Estate planning isn’t just for the wealthy. Anyone who has worked hard through the years to build a legacy owes it to themselves and to their families to plan for what’s to come. Not developing that critical roadmap can affect your family’s well-being, causing acrimonious disputes among relatives and preventing you from maximizing the gifts you can leave your loved ones. Your goal now is to ensure that they – and future generations – will be taken care of after you’re gone. With our advanced estate planning and wealth preservation solutions, you can achieve your goals while mitigating your tax liabilities and those of your heirs. Our recommendations are tailored to your unique situation and reflect our extensive knowledge of California’s estate, trust, gift, and tax laws.
With locations throughout Orange, Riverside, and San Diego Counties, Sandoval Legacy Group is prepared to help Southern Californians like you plan a future that features certainty, comfort, and peace of mind. Call our offices today at (888) 502-2881, or contact us online to learn how our estate planning law firm can assist you and your family.
Practice Areas
We don’t just solve problems, we anticipate them.
With the help of our estate planning strategies, no stone is left unturned to ensure that your estate plan gives you peace of mind. We create customized plans for a variety of needs.
- Last Wills and Testaments
- Durable Powers of Attorney
- Advance Directives for Healthcare
- Trust Planning, including Revocable Living, Trusts, Irrevocable Trusts, Special Needs, Trusts, and Life Insurance Trusts
- Charitable Planning
- Business Succession Planning
- Intergenerational Planning
- Family Limited Partnerships
- Transfer/Estate Tax and Income Tax Strategies
- Asset Protection Planning
- Probate and Trust Administration
- Disability and Incapacity Planning (Guardianship and Conservatorship)
Estate Planning
Elder Law
Probate
Conservatorships
Wills & Trusts
Special Needs Planning
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Protect your wealth. Protect your family. Protect your Legacy.
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. Our expert in-house team of attorneys and professionals has compiled a comprehensive Estate Planning 101 eBook that answers key questions about estate planning. From choosing decision-makers to evaluating options to protect and preserve your wealth from creditors and predators, our handbook simplifies the complexities of the process and will guide you every step of the way to ensure your assets, as well as your legacy, are protected and preserved for future generations.
Expert attorney in estate planning, probate, trusts, and elder law
Our top-rated attorneys provide in-person and virtual estate planning legal services to clients located throughout California.

Dennis M. Sandoval
Attorney & Managing Partner

David S. Hamilton
Attorney

Richard W. S. Pershing
Senior Attorney

Taylor D. Holstrom
Attorney

Rosa M. Hawk
Attorney
Plan today to protect your legacy of tomorrow.
Personalized estate planning for the unthinkable.
Testimonials
What Our Clients Say
Megan explained every step clearly and made me feel comfortable. Honest, thorough, and genuinely cared.
Megan and the entire team were knowledgeable and helpful through the entire process. They helped me navigate through a difficult time and I’m grateful for the wonderful work they provided. I would Highly recommend Megan Boling and Sandoval Legacy Group.
This firm has done a great job handling our families’s estate for several years and the paralegal we work with Venessa has been wonderful with helping us along the way.
When no one else would help me with my Sister's Estate, they were there for me. Awesome office Especially Megan Boling, she was a godsend.
The Sandoval Legacy group was a MASSIVE help when getting everything handled with my grandmother’s case. Could not be happier with how informative and empathetic they were throughout the whole process. Megan was always available to take my calls and the whole team walked me through the entire process, so it really relieved a lot of stress on my part
Venessa Damon was extremely knowledgeable, very friendly and helpful. What a wonderful employee you have.
Can’t express how much I appreciate the assistance with such delicate matters. Megan was so incredibly understanding and helpful! Highly recommend!!!
Megan is incredibly helpful, knowledgeable, and professional on all things probate, I highly recommend working with her and Sandoval Legacy Group!
I have tried for months to do this review and finally now and able to complete a very positive review for Megan Boling and the Sandoval Legacy Group. There’s so much I would love to write about her! Not only did she make this very rough time in my life so much easier, but she was kind, honest and to the point. I was informed on every single hurdle we might have to leap over. I recommend Megan or the Sandoval Legacy Group to anyone who might need help in the future. Our case was a difficult one to navigate, but Megan and the law team were on it! Special thanks goes to Megan for helping us with dignity and respect. I will be going back for my own estate planning.
I am a contractor and had to do work for the Sandoval group in Riverside. Megan was the point of contact and she was great. She was helpful and answered all my questions.
The Sandoval Legacy Group and Megan Boling were a huge help to us when we were dealing with estate and Medi-Cal issues with our parents. They solved all our problems! Megan Boling was especially great to work with. She is extremely kind, efficient, thorough and professional and we knew we were in good hands with her. We highly recommend Sandoval Legacy Group and are very thankful to Dennis Sandoval and Megan Boling for everything they did for us!
I have dealt with Megan Boling on multiple occasions in an effort to resolve probate cases. She is always responsive and timely in responding to my requests for information. I have complete confidence in her representation of a client.
This firm is very knowledgeable, prompt and polite. Taylor has been extremely helpful over the years. I can't say enough positive comments about the Sandoval Group and Taylor.
It was a true pleasure working with Megan Boling throughout this escrow transaction. As the Administrator of the estate for the seller, Megan handled every step with professionalism, grace, and attention to detail. which made the process smooth for everyone involved. Megan’s communication was clear and timely, and her dedication to ensuring a successful close was greatly appreciated. On behalf of Escrow Innovations Inc., we would gladly welcome the opportunity to work with her again!
Megan is the best! Easiest process ever, she is knowledgeable, nice and efficient! Highly recommend.
I have been a client at the Sandoval group for an extended period and had the good fortune of getting to know the paralegal manager of the firm: Megan Boling. She worked diligently on my cases and was always very responsive and supportive to my questions. Everything was explained well so that I could trust the process. Megan followed up timely and helped to complete my cases in a record time. When everything was settled she even expressed her concern and sympathy to me for a period of time. I can highly recommend the Sandoval Legacy Group and have Megan Boling be available for you. She will make sure to bring the project to a satisfactory conclusion. Elisabeth Visser
Megan was a great help setting up our family trust. I will refer sandal legacy group in the future.
The Sandoval Legacy Group has been so helpful and professional. I highly recommend their services.
Sandoval Legacy Group has a wonderful team to work with. Megan Bowling and David Hamilton are especially attentive to detail. I would highly recommend them.
After my mother tragically passed, I was blessed to be introduced to Megan Boling at the Sandoval Legacy Group. As our Licensed Professional Fiduciary, Megan has made my journey back to real life not just easier, but it would have been impossible without her. She has been great to work with, on a professional and personal level, continually giving comfort and help along the way. She has found solutions for all the challenges we've faced, she has made herself available for every need she can be of help with, and she knows her stuff. I would recommend Megan to anyone. It's been like having a personal assistant who handles everything for you, and works independently so you can focus on you. Thank you for all your help, Megan. We're almost to the finish line, and I couldn't have done it without you.
Highly recommend the professionals at Sandoval Legacy group. Our company has referred numerous clients to them for estate planning and other issues. One of our clients could not travel to their office, so an attorney was able to come to her home to revise a trust, will, and her POA's. The paralegals are very skillfull and our clients have expressed their happiness with their services, also.
I highly recommend the Sandoval legacy group. Megan Boling was not only incredibly helpful, but she was kind and made the process more understandable. I appreciate her help and will always recommend her!
The Sandoval Legacy Group has been and hopefully in the future will be our to go group for our conservatorship and estate planning Taylor, Tekisha have been the greatest support through the whole process and using a kind approach to the whole process has been a bonus! Thank you!
Taylor Holstrom and the staff were knowledgeable, professional, and friendly through each step of the Trust development process. My wife and I had tried to create a Trust on our own but were concerned it didn’t address all of our concerns. Taylor took our document and helped us create a Trust that is comprehensive, addresses items we never thought of, and ensures our family assets will be dealt with in the manner we desire.
We retained Megan Boling to be the executor of a complicated estate, navigating issues we could not have done on our own. She was extremely thorough and took great care to ensure the process was fair to all parties. Mr. Sandoval and his team did a great job supporting us through all the legal matters. I highly recommend Megan and the Sandoval Legacy Group.
Taylor Holstrom and Dennis Sandoval at Sandoval Legacy Group have been great helping me and my family through the probate process along with related trust and will issues that have crept up (and continue to sprout along the way). They were not only knowledgeable about the Heggsted petition that we needed to do (when others were not) but were professional, responsive, and answered all of our questions. Many thanks to all of the team at Sandoval, including Melanie and Breanna too!
I first found Mr. Sandoval about 20 years ago when I was looking for a special needs trust expert. Since that time, Sandoval Legacy Group has become the estate law firm of choice for me, my family and friends. Last year I found a need to update my personal trust and worked with Taylor Holstrom. My experience was exactly how I expected it to be. He spent his time, addressed my needs and crafted my revised trust accordingly. A short time later, my father passed away which once again had me working with Mr. Sandoval and Mr. Holstrom. Again I was extremely pleased with how they took the time to meet with me and guide me through the estate process. I highly recommend everyone plans ahead and has a prepared estate plan, and I would absolutely recommend Sandoval Legacy Group to help you with that!
I truly cannot say enough great things about the folks at Sandoval Legacy Group. At a time when I was desperate for help navigating the state system to find help for my Mom and Dad, the Sandoval Legacy Group was there. The residential nursing care my mother required threatened the very financial assets my Dad had spent his entire life working to establish. The Sandoval Legacy Group moved quickly to establish and implement a plan for asset preservation by helping get my Mom qualify for Medi-Cal. Megan Boling, a kind, understanding, and extremely competent paralegal at the firm worked with us to ensure our Mom's care was covered. They literally saved our family from financial ruin. I always felt they were on top of things, and they kept me informed of their progress and what was needed at all times. When access to one of the attorneys was necessary, they were quick to provide the extra support needed to make things happen and to answer all our questions. We were in great hands. We will always be eternally grateful to Megan and the folks at The Sandoval Legacy Group for their expert and caring help!
Hi Megan, Thank you so much for professional assistance. You have been such a pleasure to work with.
Couldn't be happier with the work that they have done on my behalf. Planning for your death isn't the easiest thing to do, but Taylor Holstrom and his associates have been incredible to work with. They are all extremely knowledgeable and have an outstanding ability to explain things in ways that a non-lawyer would understand.
Megan and the Sandoval Legacy Group were there for me at a very difficult time in my life. A very stressful situation was resolved in an uncomplicated and timely manner. I would highly recommend their services.
Megan and the team at Sandoval Legacy Group were exactly what we needed when my father passed away. They were patient, quick to respond to our questions, and handled all the complexities with his probate. I'd gladly recommend them to anyone dealing with any kind of legal challenges with estates.
My first association with Attorney Dennis Sandoval and office staff began close to 20 years ago assisting me with the estate of a friend. My husband and I turned to Attorney Sandoval to plan our personal living trusts. I have again turned to Sandoval Legacy Group assisting me with estate administration. I am fortunate now to be associated with Attorney Taylor Holstrom and Venessa Damon, Paralegal, Government Benefits Specialist. Together, their knowledge and expertise in the areas of Trust and Estate administration has been quite valuable to me as I work through this journey of Estate Administration. In addition to their knowledge in these areas, their compassion and emotional support have been invaluable to me. I recommend Sandoval Legacy Group for all your personal trust and estate planning needs.
We’ve been working with David Hamilton and Megan Boling on a family trust matter and couldn’t be more grateful for the expertise and guidance provided. They’ve been professional, responsive, and incredibly knowledgeable throughout the process. We truly appreciate the care and clarity they’ve brought to what could have been an overwhelming situation. Highly recommend!
Megan Boling was incredibly helpful. Absolutely would recommend to friends and family. Definitely will be contacting her again in the future.
All in Your Business
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National Make-A-Will Month: Is Your California Estate Plan Actually Complete?
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Early Warning Signs of Decline in Aging Parents
The first sign of decline in aging parents is usually financial, not verbal — a bill paid twice, a lottery letter on the counter. A California elder law attorney and a geriatrician walk through five real cases, what to watch for, and why the legal window closes first.
Megan explained every step clearly and made me feel comfortable. Honest, thorough, and genuinely cared.
Megan and the entire team were knowledgeable and helpful through the entire process. They helped me navigate through a difficult time and I’m grateful for the wonderful work they provided. I would Highly recommend Megan Boling and Sandoval Legacy Group.
This firm has done a great job handling our families’s estate for several years and the paralegal we work with Venessa has been wonderful with helping us along the way.
When no one else would help me with my Sister's Estate, they were there for me. Awesome office Especially Megan Boling, she was a godsend.
The Sandoval Legacy group was a MASSIVE help when getting everything handled with my grandmother’s case. Could not be happier with how informative and empathetic they were throughout the whole process. Megan was always available to take my calls and the whole team walked me through the entire process, so it really relieved a lot of stress on my part
Venessa Damon was extremely knowledgeable, very friendly and helpful. What a wonderful employee you have.
Can’t express how much I appreciate the assistance with such delicate matters. Megan was so incredibly understanding and helpful! Highly recommend!!!
Megan is incredibly helpful, knowledgeable, and professional on all things probate, I highly recommend working with her and Sandoval Legacy Group!
I have tried for months to do this review and finally now and able to complete a very positive review for Megan Boling and the Sandoval Legacy Group. There’s so much I would love to write about her! Not only did she make this very rough time in my life so much easier, but she was kind, honest and to the point. I was informed on every single hurdle we might have to leap over. I recommend Megan or the Sandoval Legacy Group to anyone who might need help in the future. Our case was a difficult one to navigate, but Megan and the law team were on it! Special thanks goes to Megan for helping us with dignity and respect. I will be going back for my own estate planning.
I am a contractor and had to do work for the Sandoval group in Riverside. Megan was the point of contact and she was great. She was helpful and answered all my questions.
The Sandoval Legacy Group and Megan Boling were a huge help to us when we were dealing with estate and Medi-Cal issues with our parents. They solved all our problems! Megan Boling was especially great to work with. She is extremely kind, efficient, thorough and professional and we knew we were in good hands with her. We highly recommend Sandoval Legacy Group and are very thankful to Dennis Sandoval and Megan Boling for everything they did for us!
I have dealt with Megan Boling on multiple occasions in an effort to resolve probate cases. She is always responsive and timely in responding to my requests for information. I have complete confidence in her representation of a client.
This firm is very knowledgeable, prompt and polite. Taylor has been extremely helpful over the years. I can't say enough positive comments about the Sandoval Group and Taylor.
It was a true pleasure working with Megan Boling throughout this escrow transaction. As the Administrator of the estate for the seller, Megan handled every step with professionalism, grace, and attention to detail. which made the process smooth for everyone involved. Megan’s communication was clear and timely, and her dedication to ensuring a successful close was greatly appreciated. On behalf of Escrow Innovations Inc., we would gladly welcome the opportunity to work with her again!
Megan is the best! Easiest process ever, she is knowledgeable, nice and efficient! Highly recommend.
I have been a client at the Sandoval group for an extended period and had the good fortune of getting to know the paralegal manager of the firm: Megan Boling. She worked diligently on my cases and was always very responsive and supportive to my questions. Everything was explained well so that I could trust the process. Megan followed up timely and helped to complete my cases in a record time. When everything was settled she even expressed her concern and sympathy to me for a period of time. I can highly recommend the Sandoval Legacy Group and have Megan Boling be available for you. She will make sure to bring the project to a satisfactory conclusion. Elisabeth Visser
Megan was a great help setting up our family trust. I will refer sandal legacy group in the future.
The Sandoval Legacy Group has been so helpful and professional. I highly recommend their services.
Sandoval Legacy Group has a wonderful team to work with. Megan Bowling and David Hamilton are especially attentive to detail. I would highly recommend them.
After my mother tragically passed, I was blessed to be introduced to Megan Boling at the Sandoval Legacy Group. As our Licensed Professional Fiduciary, Megan has made my journey back to real life not just easier, but it would have been impossible without her. She has been great to work with, on a professional and personal level, continually giving comfort and help along the way. She has found solutions for all the challenges we've faced, she has made herself available for every need she can be of help with, and she knows her stuff. I would recommend Megan to anyone. It's been like having a personal assistant who handles everything for you, and works independently so you can focus on you. Thank you for all your help, Megan. We're almost to the finish line, and I couldn't have done it without you.
Highly recommend the professionals at Sandoval Legacy group. Our company has referred numerous clients to them for estate planning and other issues. One of our clients could not travel to their office, so an attorney was able to come to her home to revise a trust, will, and her POA's. The paralegals are very skillfull and our clients have expressed their happiness with their services, also.
I highly recommend the Sandoval legacy group. Megan Boling was not only incredibly helpful, but she was kind and made the process more understandable. I appreciate her help and will always recommend her!
The Sandoval Legacy Group has been and hopefully in the future will be our to go group for our conservatorship and estate planning Taylor, Tekisha have been the greatest support through the whole process and using a kind approach to the whole process has been a bonus! Thank you!
Taylor Holstrom and the staff were knowledgeable, professional, and friendly through each step of the Trust development process. My wife and I had tried to create a Trust on our own but were concerned it didn’t address all of our concerns. Taylor took our document and helped us create a Trust that is comprehensive, addresses items we never thought of, and ensures our family assets will be dealt with in the manner we desire.
We retained Megan Boling to be the executor of a complicated estate, navigating issues we could not have done on our own. She was extremely thorough and took great care to ensure the process was fair to all parties. Mr. Sandoval and his team did a great job supporting us through all the legal matters. I highly recommend Megan and the Sandoval Legacy Group.
Taylor Holstrom and Dennis Sandoval at Sandoval Legacy Group have been great helping me and my family through the probate process along with related trust and will issues that have crept up (and continue to sprout along the way). They were not only knowledgeable about the Heggsted petition that we needed to do (when others were not) but were professional, responsive, and answered all of our questions. Many thanks to all of the team at Sandoval, including Melanie and Breanna too!
I first found Mr. Sandoval about 20 years ago when I was looking for a special needs trust expert. Since that time, Sandoval Legacy Group has become the estate law firm of choice for me, my family and friends. Last year I found a need to update my personal trust and worked with Taylor Holstrom. My experience was exactly how I expected it to be. He spent his time, addressed my needs and crafted my revised trust accordingly. A short time later, my father passed away which once again had me working with Mr. Sandoval and Mr. Holstrom. Again I was extremely pleased with how they took the time to meet with me and guide me through the estate process. I highly recommend everyone plans ahead and has a prepared estate plan, and I would absolutely recommend Sandoval Legacy Group to help you with that!
I truly cannot say enough great things about the folks at Sandoval Legacy Group. At a time when I was desperate for help navigating the state system to find help for my Mom and Dad, the Sandoval Legacy Group was there. The residential nursing care my mother required threatened the very financial assets my Dad had spent his entire life working to establish. The Sandoval Legacy Group moved quickly to establish and implement a plan for asset preservation by helping get my Mom qualify for Medi-Cal. Megan Boling, a kind, understanding, and extremely competent paralegal at the firm worked with us to ensure our Mom's care was covered. They literally saved our family from financial ruin. I always felt they were on top of things, and they kept me informed of their progress and what was needed at all times. When access to one of the attorneys was necessary, they were quick to provide the extra support needed to make things happen and to answer all our questions. We were in great hands. We will always be eternally grateful to Megan and the folks at The Sandoval Legacy Group for their expert and caring help!
Hi Megan, Thank you so much for professional assistance. You have been such a pleasure to work with.
Couldn't be happier with the work that they have done on my behalf. Planning for your death isn't the easiest thing to do, but Taylor Holstrom and his associates have been incredible to work with. They are all extremely knowledgeable and have an outstanding ability to explain things in ways that a non-lawyer would understand.
Megan and the Sandoval Legacy Group were there for me at a very difficult time in my life. A very stressful situation was resolved in an uncomplicated and timely manner. I would highly recommend their services.
Megan and the team at Sandoval Legacy Group were exactly what we needed when my father passed away. They were patient, quick to respond to our questions, and handled all the complexities with his probate. I'd gladly recommend them to anyone dealing with any kind of legal challenges with estates.
My first association with Attorney Dennis Sandoval and office staff began close to 20 years ago assisting me with the estate of a friend. My husband and I turned to Attorney Sandoval to plan our personal living trusts. I have again turned to Sandoval Legacy Group assisting me with estate administration. I am fortunate now to be associated with Attorney Taylor Holstrom and Venessa Damon, Paralegal, Government Benefits Specialist. Together, their knowledge and expertise in the areas of Trust and Estate administration has been quite valuable to me as I work through this journey of Estate Administration. In addition to their knowledge in these areas, their compassion and emotional support have been invaluable to me. I recommend Sandoval Legacy Group for all your personal trust and estate planning needs.
We’ve been working with David Hamilton and Megan Boling on a family trust matter and couldn’t be more grateful for the expertise and guidance provided. They’ve been professional, responsive, and incredibly knowledgeable throughout the process. We truly appreciate the care and clarity they’ve brought to what could have been an overwhelming situation. Highly recommend!
Megan Boling was incredibly helpful. Absolutely would recommend to friends and family. Definitely will be contacting her again in the future.
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With office locations throughout Southern California, Sandoval Legacy Group, a division of Holstrom, Block & Parke, offers comprehensive and personalized estate planning, special needs planning, trust administration, probate, and conservatorships expert services in Riverside County, San Bernardino County, Orange County, San Diego County, and Los Angeles County.
Why Choose Us?
Estate Planning
A comprehensive approach to estate planning that preserves your family’s legacy and wealth based on your individual circumstances.
Elder Law
Prepare for the unexpected by obtaining a medical power of attorney, healthcare directives, and eldercare options.
Probate
Please contact us if you need representation in probate court, or if you wish to avoid probate court altogether. Incorporating probate avoidance strategies into your overall estate plan is one of the greatest gifts you can leave your loved ones.
Special Needs Trusts
In addition to being members of the Special Needs Alliance and the Academy of Special Needs Planners, our law firm can also advise you regarding the intricacies of administering a Special Needs Trust.


