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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.
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 Casey and Sandoval Legacy Group.
All in Your Business
Latest From The Blog
Power of Attorney After Death: Who Has Authority Next?
A power of attorney ends at death. It does not let an agent close accounts, sell a home, or pay final bills — and using one after death can create real liability. Here is who actually holds authority in California once someone dies, and how the handoff to an executor or trustee works.
What Happens If a Trust Was Never Funded?
A living trust only controls the assets actually retitled into it. When a home or account is left in the owner’s individual name, the trust cannot transfer it — and the family may face probate anyway. Here is how unfunded trusts happen in California, what it costs, and what can still be done.
Can Your Spouse Keep Your Savings If You Need Care at Home?
A federal rule lets a healthy spouse keep income and assets when their partner needs Medi-Cal care at home — not just in a nursing facility. That protection is authorized only through September 30, 2027. California’s asset limit is scheduled to drop twelve weeks earlier. Here is what that means.
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 Casey and Sandoval Legacy Group.
Get in touch with us
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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.