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Newport Beach

Estate Planning in Orange County

If you’re a resident of Orange County, you have a quality team of estate planning professionals at your fingertips: Sandoval Legacy Group. Our highly rated law firm provides sophisticated legal assistance specially tailored to each client’s needs. While managing your estate might seem like a daunting process, we’re here to help you overcome every hurdle and ensure the safety of your family and legacy. Here’s what you need to know about estate planning in Orange County.

Every state has a specific set of legislative guidelines for establishing your estate plan and any corresponding documents or filings. Orange County is no different, meaning that you need an Orange County estate planning lawyer who’s well-versed in this region’s laws. Sandoval Legacy Group has been helping individuals and families organize their assets across Southern California for over 30 years, making us a superior resource for all of your estate planning needs.


Newport Beach, California | Sandoval Legacy Group

Estate Planning Services Personalized To Accommodate Your Needs

No two individuals have the exact same estate. Whether it be in the type of assets you own or the sheer quantity of your possessions, you’re going to have estate planning needs that vary from your neighbor’s. Because of this, it’s important that we take the time to assess your specific requirements. No matter your individual goals or the size or complexity of your estate, our team of experienced asset protection attorneys in Orange County, CA, can help. We understand the special challenges that arise when dealing with large estates and provide individualized legal services suited to your assets and wishes.

Whether it’s comprehensive estate planning, the fulfillment of inheritances, handling probate administration, special needs planning, or probate litigation, the professionals at Sandoval Legacy Group have your back. We have a vast understanding of several areas of law, allowing us to pinpoint the exact documents you need to protect your family. By working with this top-rated firm, you can be sure that you’ll receive guidance with compassion and attention to every detail.

If you’re looking for the best estate planning services in Orange County, California, you don’t have to look any further than Sandoval Legacy Group. With our extensive experience and commitment to personalized care, we can help you rest easy knowing your future and the future of your loved ones is in the right hands. Contact us today to set up a consultation or visit our office located at 4940 Campus Dr., Suite A, Newport Beach, CA 92660.

Let Sandoval Legacy Group Newport Beach help you navigate the complexities of California estate planning and elder law

Conveniently located in Newport Beach, we offer exceptional estate planning, elder law, and probate services to clients throughout Southern California. With over 30 years of combined experience, we are focused on your success and are confident we can help protect you, protect your family, and your legacy.

Sandoval Legacy Group
4940 Campus Dr., Suite A
Newport Beach, CA 92660

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Customized Estate Planning Solutions: Trusted Newport Beach Attorneys

Our highly experienced team is well-versed in a wide range of estate planning practice areas throughout California, ensuring that you and your loved ones receive the utmost care and protection when planning for the future.

From drafting comprehensive wills and trusts to providing strategic tax planning advice, we offer tailored solutions to meet your individual needs. Whether you require probate administration, wish to safeguard assets through asset protection planning, or seek specialized assistance in special needs planning, our firm is committed to delivering exceptional service and peace of mind.

Our estate planning strategies leave no detail unaddressed, ensuring your peace of mind throughout the process. We pride ourselves on crafting personalized estate plans that cater to a diverse range of needs. Rest assured, we’ll work tirelessly to safeguard your assets and loved ones, providing you with confidence in the security and effectiveness of your tailored estate plan.

  • 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 and Litigation
  • Disability and Incapacity Planning (Guardianship and Conservatorship)

Trust us to navigate the complexities of estate law while ensuring your legacy remains safeguarded for generations to come.

To explore how Sandoval Legacy Group can assist you with your estate planning, probate, strategic tax planning, special needs trusts, or elder law needs, please reach out to us today.

probate litigation

Why Sandoval Legacy Group as Your Orange County Estate Planning Attorney?

At Sandoval Legacy Group, our goal is to provide you with comprehensive legal solutions in Newport Beach that will help you safeguard you, your loved ones, and your legacy for generations to come. Our specialty goes above and beyond basic estate planning, our attorneys work with each client to provide a comprehensive and personalized estate plan that not only addresses the legalities associated with maintaining their financial affairs but also focuses on minimizing taxes and distributing assets as efficiently as possible.

We Take the Time to Listen to You

Planning ahead is one of the most priceless and enduring gifts you can give your loved ones, future generations, and yourself. Our advanced estate planning solutions help you achieve your goals and leave a legacy for your loved ones in the way you intended. No matter the size of your estate, we ensure that every client receives the same amount of attention and care from our experienced, reliable, and communicative estate planning attorneys.

Create a Plan to Protect Your Legacy. Customized Estate Planning Services in Newport Beach That Fits Your Family’s Needs

Working with us, you will receive the professional advice you need to make the financial decisions that will provide you and your family with peace of mind. By identifying your goals and the people and property you want included in your trust, you can get started right away. If you are located in Orange County, or throughout Southern California we can assist you. Contact one of our estate planning offices in Riverside County, Orange County, San Diego County, and Los Angeles County, for a customized combination of estate planning documents that meet your needs and desires not only for you but for generations to come.

From San Diego to Los Angeles, Experience Is On Your Side

An estate plan is a roadmap for the future. We offer 30+ years of experience, guidance, and resources to help you protect your personal interests, your loved ones, and your legacy. No other law firm in Southern California has the knowledge and experience relating to estate planning, special needs planning, probate, conservatorships, business succession planning, tax planning, and trust administration as our lawyers and paralegal staff. We are truly Southern California’s premier estate planning, elder and tax law firm.

Sandoval Legacy Group is Orange County’s top-rated estate planning and probate law firm serving clients in Orange County area and throughout Southern California. You can expect honest, professional and reliable customer service suited to fit your individual or family needs.

Our Estate Planning Attorneys Specialize the Following Practice Areas

Come See Us at Our New Newport Beach Location

Sandoval Legacy Group is committed to answering your questions about Estate Planning, Special Needs Planning, Probate, Trust Administration, and Conservatorships issues in Newport Beach, California.

In addition to beautiful Newport Beach location, we also offer legal services in San Diego, San Bernardino and Los Angeles Counties. Our experienced estate planning attorneys look forward to hearing from you. Contact us for your free on-hour consultation via phone, virtual, or in-person consultation today.

Newport Beach, Orange County, and Beyond…

Newport Beach is a wonderful place in which to work and play and boasts one of the most expansive pleasure-boat harbors in the world, offering an array of water activities. Tucked between San Diego and Los Angeles Counties, this region is known for tourism, theme parks including Anaheim’s Disneyland Resort, high-tech industries, fashion, and outdoor sports, and flawless beaches including Huntington Beach, Newport Beach’s and Laguna Beach, and oceanfront Crystal Cove State Park.

Orange County has a total population of more than 3 million and is the third-largest county in California. The. “OC” as it is often referred to, is a vibrant cluster of towns that attracts visitors from all around the world. With its near-constant sunny weather, culture, laid-back luxury, beautiful beaches, and the unique ability to reach both the beach and the mountains in a single day, Orange County is an unusual place to live.

Overall, Orange County is known as one of the “safest places to live” with great schools, a strong and diverse economy with an abundance of job opportunities, making this place attractive for young families and retirees alike.

Newport Beach, California | Sandoval Legacy Group

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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.

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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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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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