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Estate Planning 101: Protect Your Wealth. Protect Your Family. Protect Your Legacy. | Sandoval Legacy Group

Date Written: Februry 2021 (eBook updated August 2023)


Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group

What Is Covered:

WHAT YOU WILL LEARN from this eBook:

  • The basic facts of the Probate Process and how to use it
  • The steps and costs to administer a Probate Case
  • The key differeneces between Porbate Administration adn Probate Litigation
  • The importance of using an experienced probate attorney
  • The role of the person in charge of the Probate … and if they need insurance to protect themselves
  • The bills, taxes, and debts of a deceased person
  • Assets and how to divide them
  • Heirs, Inheritance, and Property Taxes
  • If the deceased person’s affairs remain private or go public
  • If court proceedings are necessary
  • View our Probate Process Timeline/Flow Chart included in the eBook

Meet Our Author:

Dennis M. Sandoval, Attorney

Dennis M. Sandoval | Attorney & Managing Partner, Sandoval Legacy GroupDennis Sandoval is the only attorney in California who has certifications in the three areas of estate planning, elder law, and taxation. He received his Certified Estate Planning, Trust, and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998 and his Certified Taxation Law Specialist designation in 2000 from the same organization. He is a Certified Elder Law Attorney (CELA), a designation he proudly received in 2004 after meeting all the requirements established by the National Elder Law Foundation (NELF) and the American Bar Association. Dennis also holds the designation as an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.