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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.

Personalized Estate Plan that fits your family's needs | Sandoval Legacy Group

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

Super Lawyers 5 Year Accreditation
Estate Planning 101: Protect Your Wealth. Protect Your Family. Protect Your Legacy. | Sandoval Legacy Group

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

Dennis M. Sandoval

Attorney & Managing Partner

Richard Pershing

Richard Pershing

Senior Attorney

Taylor Holstrom

Taylor Holstrom

Attorney

C L Farrell

C L Farrell

Attorney

Plan today to protect your legacy of tomorrow.

Personalized estate planning for the unthinkable.

Testimonials

What Our Clients Say

Personable and professional

Glad I found this law firm. They got the job done. Kept me informed on what the court wanted, what they were doing, and what I needed to do and when. Also, very personable and professional staff. Great experience.

– Lynne

Satisfied Client

I was fortunate to be recommended to Dennis thru the firm which I have previously used, I consulted with Dennis and hired him to assist me with my Trust, everything from start to finish was first class, will definitely recommend and use again.

– Karen

The Best Legal Team I Know

Thank you so much for all you have done over the years. You not only held Suzanne’s hand along the way, but you also held mine, especially when I was confused (most recently). You truly are the best lawyers I know. Thank you again.

– Lisa M.

All in Your Business

Latest From The Blog

Avoid Probate Mistakes in Southern California

Avoid Probate Mistakes in Southern California

Learn essential strategies to avoid probate mistakes in Southern California with insights from Sandoval Legacy Group’s top estate planning attorneys. Ensure a smooth probate process through expert guidance tailored to your needs.

read more
Kim Foster
Kim Foster
The Sandoval Legacy Group is the best! The professionalism and wealth of knowledge they shared has made this important estate planning process extremely easy and stress free. The staff there, especially Megan Boiling, explained the entire process so well and went above and beyond my expectation - she is a gem. In addition, working with David Hamilton was a very pleasant and stress free meeting. I would recommend this group to everyone looking for professional and friendly services!
Arabella Flores
Arabella Flores
I hired Sandoval Legacy Group for their Estate Services after the death of a loved one to handle all matters involving her Living Trust. Their staff handled my questions professionally and always answered my questions, telephone calls, and emails promptly. Sandoval's Legacy Group impacted my life by reducing my stress in knowing that my deceased family member's wishes would be legally fulfilled. Each concern that I had was resolved and built my confidence in their services. Attorney David Hamilton and Carmen Godoy, Paralegal, calmed my worries and always made sure I received answers quickly and professionally. Carmen has always been one step ahead of the paperwork involved and freed up my time to handle my family member's last wishes. I would not hesitate hiring Sandoval Legacy Group again and highly recommend their services.
sharon smith
sharon smith
Best attorney and most knowledgeable. His staff is excellent. HIGHLY recommend. He is a great attorney for all, but especially for seniors.
Troy Berry
Troy Berry
The Paralegal was out standing in n my needs...
K R
K R
I needed to make calls to begin the process of vetting probate attorneys. All I can say is I had the excellent fortune to speak with Melanie! Melanie is that rare bird indeed that knows her stuff, is professionalism personified AND just emanates warmth, kindness and cooperation. She stayed the course with me and answered all my questions which took us slightly after the 5:00pm hour - above and beyond! Her probate knowledge is extensive and her ability to convey it in laymen's terms was an added plus! She's extremely patient and a wonderful listener. Simply put, our exchange transcended the vetting process at hand and left me with that rare feeling one experiences when they just know they've encountered an awesome human being. Big thanks Melanie - I'm ever so grateful for your time and expertise! Please select Melanie and this team with confidence you'll be in great, caring hands!
Jeffrey Lovato
Jeffrey Lovato
Many thanks to Megan Boling at Sandoval Legacy Group for her timely response and knowledge of Small Estate Probate. Her guidance has helped our family considerably! I do recommend!
Roxanne Smith
Roxanne Smith
Very professional service for my needs, I highly recommend David Hamilton and wouldn't hesitate to use any member of Dennis's team. It's no wonder this law firm us rated as one of the Inland Empires top law firms for estate planning, elder law, etc.

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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?

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Estate Planning

A comprehensive approach to estate planning that preserves your family’s legacy and wealth based on your individual circumstances.

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Elder Law

Prepare for the unexpected by obtaining a medical power of attorney, healthcare directives, and eldercare options.

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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.

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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.

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