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Sandoval Legacy Group

San Diego, CA 92108 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. They serve clients in Southern California, including Riverside County, Orange County, San Diego County, and San Bernardino County. The firm's experienced lawyers and paralegal staff provide comprehensive estate planning services, including the creation of revocable living trusts, wills, and trusts. They also assist with probate procedures, including small probate procedures and non-probate transfers. Additionally, they represent executors, administrators, and beneficiaries in probate cases. Sandoval Legacy Group aims to protect clients' personal and financial needs and desires during a period of disability and after death.

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Insurance & payment

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Self-pay & sliding scale

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Services & specialties

Estate Planning

Sandoval Legacy Group provides comprehensive estate planning services, including the creation of revocable living trusts, wills, and trusts.

Special Needs Planning

They specialize in special needs planning, including planning for long-term care and protecting beneficiaries' interests.

Probate and Trust Administration

The firm assists with probate procedures, including small probate procedures and non-probate transfers.

Business Succession Planning

Sandoval Legacy Group helps clients plan for the transfer of their business assets after death or disability.

Tax Planning

They provide tax planning services to minimize estate taxes and protect clients' wealth.

Trust Administration

The firm administers trusts, including revocable living trusts and irrevocable trusts.

Special Needs Financial Planners

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