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Your Guide to LGBTQ Estate Planning

June is Pride Month, a time to celebrate diversity and acknowledge the unique needs of the LGBTQ community, including in the realm of estate planning. At Sandoval Legacy Group, we specialize in providing tailored estate planning services for LGBTQ couples, whether married or unmarried. With deep expertise in California’s specific laws and an unwavering commitment to our clients, we ensure that your estate planning is thorough, respectful, and legally robust.

Essential Steps for Same-Sex Couples

Understanding the Legal Landscape

Since the nationwide recognition of LGBTQ+ marriages, there have been significant legal shifts that positively impact married same-sex couples in Riverside, San Bernardino, Orange, San Diego, and Los Angeles Counties. However, the landscape remains complex, particularly for unmarried couples. Unlike married couples, unmarried partners often face legal hurdles that can complicate the distribution of assets upon the death of a partner. Without a solid estate plan, an unmarried partner may be left without any legal claim to the deceased’s estate.

Why Estate Planning is Crucial

For LGBTQ couples, estate planning goes beyond mere asset distribution. It is about ensuring that your partner can make critical decisions on your behalf in case of incapacity, managing healthcare concerns, and securing parental rights, where applicable. Our team at Sandoval Legacy Group, led by specialists in estate, wills, trusts, and probate law, including a Certified Taxation Law Specialist, is uniquely equipped to handle these nuances.

Estate Planning Tips for LGBTQ Couples

  1. Legal Documentation: Ensure all legal documents, such as wills, trusts, power of attorney, and healthcare directives, explicitly state your wishes and legally recognize your relationship.
  2. Review and Update Regularly: Laws change, and so do personal circumstances. Regular reviews of your estate plan, especially if created before 2016, are crucial to ensure it reflects current laws and personal wishes.
  3. Consider Marriage or Domestic Partnership: Our attorneys can advise whether marriage or registering as domestic partners benefits your estate planning goals in California.
Securing Your Future with Expert Planning

Estate planning is a critical step for anyone, but it holds particular importance within the LGBTQ community due to the specific legal challenges and opportunities presented. Whether you are married or unmarried, the Sandoval Legacy Group is here to ensure that your estate planning is handled with care, respect, and legal expertise. During this Pride Month, let’s ensure your future is secured and your rights are protected.

Ready to safeguard your future and ensure your partner’s security? Contact Sandoval Legacy Group today to create a comprehensive estate plan tailored specifically for LGBTQ couples. Let us help you navigate the complexities of estate law with confidence and care.

Southern California’s Premier Estate Planning, Probate & Elder Law Law Firm

With over thirty years of dedicated service in estate planning law across Southern California, our firm offers unparalleled expertise to guide you through every step of the process. As a trusted division of Holstrom Block & Parke, A Professional Law Corporation, the Sandoval Legacy Group boasts esteemed estate planning attorneys with offices conveniently located in Newport Beach, Riverside, Corona, Temecula Valley, San Diego, and Vista. Whether you have inquiries about estate planning, special needs planning, elder law, conservatorships, advanced tax planning, or probate, we are here to assist you. Contact us online, give us a call at (888) 502-2881 to schedule a complimentary consultation or send us an email. Your future deserves the attention of experienced legal professionals.