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San Diego, CA

Estate Planning in San Diego, CA

Life can seemingly pass us by in the blink of an eye, and our focus should be on living it. However, as you get older, it’s common to start worrying about what will happen in the event of a health scare or, worse, your passing. Planning your estate is a crucial part of ensuring that your assets remain protected and that you and your family receive the required care in the coming years. Sandoval Legacy Group is one of the leading teams for estate planning in San Diego, CA, and we’ll ensure that you’ll be able to complete these next few steps carefully and thoroughly.

Newport Beach, California | Sandoval Legacy Group

The Benefits of a Quality Estate Plan

Estate planning is something that many individuals put off for much of their life. But there are plenty of things you gain by starting this process as soon as possible. For one, this collection of legal documents allows you to appoint beneficiaries for your assets and direct who inherits what. This is a great way to protect your loved ones financially following your death and to preserve your legacy.

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.

Why You Should Work With an Attorney

Even when you know what you need from your estate plan, the process itself can be overwhelming. This is where a qualified San Diego, CA, estate planning attorney can be of assistance. Our knowledgeable team at Sandoval Legacy Group have decades of experience navigating the complex world of estate planning. Therefore, we know exactly how to get you the results you want. We’ll work directly with you to assess your needs and take a customized approach to filling out the necessary paperwork. As a premium estate planning law firm in San Diego, we’ll check with you every step of the way to guarantee these plans include everything you want and nothing you don’t.

There’s no time to waste when it comes to crafting an estate plan. So reach out to Sandoval Legacy Group to schedule a consultation today. Our estate planning services in San Diego, CA, feature both in-person and virtual formats to ensure your comfort and accommodate your schedule.

The following are included in your estate plan:

  • The Trust document
  • A Pour-Over Will (used for assets not placed in the trust)
  • A Durable power of attorney for asset management
  • A Durable power of attorney for health care decisions
  • A Nomination of Guardian for minor children (assuming there are minor children)

Take Control Of Your Future With Customized Estate Planning Services in Newport Beach

Estate Planning attorney, Taylor D. Holstrom, and the Sandoval Legacy Group team are happy to help executors, administrators, conservators, beneficiaries, and heirs with a free consultation. In order to make it convenient, we have offices in Orange County (Newport Beach) as well as throughout the Southern California region.

From Newport Beach To San Diego, Serving Clients Across Southern California

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 Orange County area and throughout Southern California. You can expect honest, professional and reliable customer service suited to fit your individual or family needs.

In addition to beautiful Newport Beach location, we also offer legal services in San Diego, San Bernardino and Los Angeles Counties.

In Addition To Estate Planning, Our Attorneys Specialize the Following Practice Areas

Visit 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.


Phone, Virtual, & In-Person Consultations 

To make this process as easy on you as possible, we offer a free one-hour consultation via phone, virtual (zoom), or in-office. Contact us for your free one-hour consultation. Our experienced estate planning attorneys look forward to hearing from you. 


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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