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Sandoval Legacy Group

Newport Beach, CA 92660 Save

About

Sandoval Legacy Group, a division of Holstrom, Block & Parke, A Professional Law Corporation, is a law firm specializing in estate planning, special needs planning, probate, conservatorships, business succession planning, tax planning, and trust administration. With extensive knowledge and experience, they serve clients in Southern California, including Riverside, Orange, San Diego, and San Bernardino counties. Their team of lawyers and paralegal staff helps individuals and families plan for their personal and financial needs during a period of disability and after death, ensuring their desires are met. They offer a range of services, including estate planning, probate, conservatorship, wills, and trusts, to protect their clients' wealth and ensure it goes to their intended beneficiaries. Sandoval Legacy Group is dedicated to providing expert guidance and support to their clients, helping them navigate complex estate planning and elder law issues.

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Insurance & payment

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Self-pay & sliding scale

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Services & specialties

Estate Planning

The process of assuring the personal and financial needs and desires are met during a period of disability and after death.

Special Needs Planning

Planning for individuals with special needs, including designing a person to make health care and/or financial decisions.

Probate

The process of transferring assets from the decedent to the rightful beneficiaries.

Conservatorship

A court-appointed process to manage an individual's affairs due to incapacity.

Business Succession Planning

Planning for the transfer of business ownership and management.

Tax Planning

Strategies to minimize tax liabilities and maximize wealth.

Special Needs AttorneysSpecial Needs Financial Planners

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