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San Diego

Estate Planning Law Firm in San Diego County

As you set out to protect your estate and your family’s future, you need the help of professionals with an unwavering commitment to excellence. The Sandoval Legacy Group estate planning law firm in San Diego County is a giant in this area of law, and we’ve been helping people organize their assets for decades. We pride ourselves on offering tailored legal services that not only protect your assets and loved ones but also preserve your cherished legacy for generations to come.


Newport Beach, California | Sandoval Legacy Group

The Dangers of Cookie-Cutter Estate Plans

Unfortunately, we live in a world where the one-size-fits-all approach dominates several markets. However, this should never be the case when crafting your estate plan. From special needs documentation to guardianship designations, there are certain areas of estate planning that apply to you but not to anyone else. As such, working with a cookie-cutter plan may prevent you from providing your family with the full protection they will need should you pass away.

Sandoval Legacy Group stands out by providing a customized estate planning strategy specifically catered to your unique goals and circumstances. Our San Diego, CA, estate planning attorneys can expertly navigate the intricacies of estate planning and elder law. They also specialize in special needs planning, probate, conservatorships, and strategic tax planning. Our team of dedicated attorneys is well-equipped to safeguard your rights, your finances, and your peace of mind.

Why Choose Sandoval Legacy Group?

The answer lies within our unwavering commitment to your well-being and the preservation of what matters most—you and your loved ones. Our highly skilled attorneys go beyond the basics of estate planning, working closely with each client to create a personalized and all-encompassing estate plan that not only addresses the legal aspects of managing your financial affairs but also focuses on minimizing tax burdens and efficiently distributing assets.

With Sandoval Legacy Group, you can rest assured that your estate plan is not just a mere document; rather, it can be a testament to your life’s achievements and a blueprint for the future. We understand the importance of detail, precision, and comprehensive analysis when it comes to safeguarding your hard-earned assets. Our estate planning lawyers in San Diego County, CA, dive deep, working diligently to ensure that every aspect of your estate plan is carefully considered, leaving no stone unturned.

If you find yourself contemplating the intricacies of estate planning and the future of your family, look no further than Sandoval Legacy Group. Our estate planning law firm in San Diego County provides you with the highest level of service and professionalism throughout every step of the process. Join us on this journey of safeguarding your legacy and securing the well-being of your loved ones. Visit our offices, located at 3110 Camino Del Rio S., San Diego, CA 92108 and 380 S Melrose Dr. Vista, CA 92081, or contact us to schedule a consultation.

The San Diego Office Location

With two San Diego County locations conveniently located in Vista and the Mission Valley District, 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.

Mission Valley 

3110 Camino Del Rio S.
San Diego, CA 92108

*Located in the Mission Valley District of San Diego County.

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Vista Location
380 S Melrose Dr.
Vista, CA 92081

*Located in the city of Vista in San Diego County.

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Why Sandoval Legacy Group as Your San Diego Estate Planning Attorney?

At Sandoval Legacy Group, our goal is to provide you with comprehensive legal solutions 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.

Dedicated to Protecting You, Your Family, and Your Legacy

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 San Diego 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 San Diego, or throughout Southern California we can assist you. Contact one of our estate planning offices in Riverside County, Orange County, San Bernardino 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 a top-rated estate planning and probate law firm serving clients in the San Diego 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 Diego Location

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

In addition to our two convenient San Diego County office locations, we also offer legal services in Orange County, San Bernardino, Riverside, 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.

San Diego, Orange County, Los Angeles, and Beyond…

San Diego is one of the best places in the country to live, with some of the best weather, food, schools, and beaches. Los Angeles is often compared with San Diego for its relaxed atmosphere and high quality of life. Beaches, parks, and a warm climate are among the attractions of San Diego, located on the Pacific coast of California. The average temperature in San Diego hovers around 70° year-round, making it easy to see why it is considered America’s Finest City. 

More than 102,000 millionaire households live in San Diego, making it the third most wealthy city in the Golden State. Located in the southwestern corner of the country, San Diego County includes the City of San Diego and the surrounding communities. San Diego’s downtown is located near the United States-Mexico border, in the middle of the county.

The longitude, latitude, and location of San Diego, along with its proximity to the coast, make it one of the best places in the world to live all year round! Living in San Diego has many benefits due to its proximity to Orange County, Los Angeles, Chula Vista, and Tijuana.

The city of America’s Finest is not only a great place to retire and one of the best places to live on the West Coast, but also a plethora of beautiful beaches, top-notch cuisine, and affordable neighborhoods.

Newport Beach, California | Sandoval Legacy Group
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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