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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 Attorneys
An estate plan is a roadmap for the future. Our top-rated attorneys offer experience, guidance, and resources to help you protect your personal interests, your loved ones, and your legacy.
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. No other law firm in California has the knowledge and experience as 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. You’ve worked hard. Without proper planning, mistakes can impact your family’s well-being. 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.
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
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 Hamilton
Senior Attorney
Richard Pershing
Senior Attorney
Taylor Holstrom
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
How to Help Your Parents Create an Estate Plan
The future can be unpredictable, so creating estate planning documents today can give everyone peace of mind. Talking to your parents about creating an estate plan can be a sensitive topic, but it’s an important conversation to have.
Estate Planning Benefits for Military Families and Veterans in California
“Our nation owes a debt to its fallen heroes that we can never fully repay.” – President Barack Obama Memorial Day is upon us, and it is important to remember those who have served our country. On this day, we are also reminded of the importance of legacies. Sandoval...
Joint Trusts for Married Couples: Advantages & Disadvantages
Joint trusts are nothing more than two separate trusts governed by one document instead of two. It is common for clients to prefer joint trusts because they are familiar with joint property. There are usually three asset schedules in the trust, one for each grantor and one for their community assets.
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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.