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Estate Planning in Temecula, CA

Taking adequate steps to prepare for your future starts with organizing your estate today. However, you will need the aid of a trustworthy and knowledgeable team to make the most of it. If you’re looking for the best legal help that Temecula has to offer, look no further than Sandoval Legacy Group. Our team has extensive experience in estate planning in Temecula, California, and we are deeply committed to the financial security and legacy of our clients and their families. Here’s what you need to know about our extensive list of offerings and areas of focus.

Estate planning involves several legal hurdles and specific documents. From creating a will to appointing a power of attorney to drawing up a living trust, there are many tools at your disposal when it comes to protecting yourself and your family. Still, these documents can be very confusing and require the aid of a dedicated estate planning lawyer in Temecula to properly complete and submit them. By working with our team, you can rest assured that you gain an ally that will ensure that all your wishes are carefully documented in every aspect of your estate plan. 

Newport Beach, California | Sandoval Legacy Group

The Sandoval Difference

At Sandoval Legacy Group, our estate planning strategy is unique in that it’s tailored just to you. We ensure your goals are laid out and executed as effectively and efficiently as possible while protecting your assets, rights, and finances for current and future generations. We’ll assess your specific needs and determine not just what documents apply to your situation but also what your unique wishes are for organizing your estate. Our estate planning law firm in Temecula, CA, has several decades of experience in helping individuals with various types of estates—both large and small. Therefore, no matter what your estate planning needs are, we can help with in-depth knowledge and professional advice.

The advantages to these plans also extend to your life and the well-being of your family. Estate plans often include appointing powers of attorney to manage your financials and make health care decisions on your behalf. So, should you be unable to make these choices on your own, you can rest assured that someone you trust has the most say. You can also use these plans to choose guardians for your minor children and ensure they have somewhere to go if you can no longer care for them.

Additional Estate Planning Options

We also cater to other areas of estate planning law, including pet trusts, LGBTQ+ estate planning, and married or unmarried couples’ estate planning. Sandoval Legacy Group is a business that goes the extra mile to care for its clients. As such, when you reach out to our Temecula estate planning attorneys, you can rest assured that we will have the means to accommodate your unique set of circumstances.

If you want to establish a plan to protect your legacy, let Sandoval Legacy Group show you the way. With our premium estate planning services in Temecula, you can regain some confidence in knowing that your family’s future security and well-being are in the right hands. Visit our office at 40810 County Center Drive, Ste. 150, Temecula, CA, or call us at (888) 502-2881 to start building your plan today and get the peace of mind you need and deserve.

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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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