Sandoval Legacy Group

Sandoval Legacy Group Plan today to protect the legacy of tomorrow. California's premier Estate Planning, Special Needs Pla Our leader, Dennis M.

Sandoval Legacy Group, A division of Holstrom, Block & Parke, A Professional Law Corporation is Southern California’s premier estate planning, elder, and tax law firm. Serving clients in Orange County, Riverside County, San Diego, and San Bernardino County, California, we offer services in all aspects of estate planning law, including probate, wills, and trust administration. At Sandoval Legacy Gr

oup, we are committed to providing our clients with personalized service and individual attention with the highest level of professionalism and trust. Sandoval, is also a certified taxation law specialist, certified elder law attorney, and accredited estate planner, the ONLY attorney in California to hold all four of those designations.

Roots of legacy, branches of tomorrow. Plan today for a brighter future. 🌳
07/19/2024

Roots of legacy, branches of tomorrow. Plan today for a brighter future. 🌳


Summer is here! Ensure smooth sailing ahead and avoid the stormy seas of uncertainty with Sandoval Legacy Group. Our exp...
07/17/2024

Summer is here! Ensure smooth sailing ahead and avoid the stormy seas of uncertainty with Sandoval Legacy Group. Our expert attorneys specialize in estate planning, probate, and elder law, so you can enjoy the sunny days knowing your family’s future is secure. 🌊⚓️

Protect what matters most and leave the legal complexities to us. With multiple location across Southern California, serving you and your family with dedication and care. 🏡📝

🔹 Schedule your consultation today.

🔹 Comment ⚓ if you have a plan in place, or let us know what estate planning topics you’d like to learn more about! Your feedback helps us serve you better. 💬👇

Wishing you and your family a Happy Hanukkah filled with light, joy, and peace. May this special time bring you blessing...
12/08/2023

Wishing you and your family a Happy Hanukkah filled with light, joy, and peace. May this special time bring you blessings and happiness. Warm regards from the Sandoval Legacy Group family to yours. 🕎 💙

Navigate the complexities of elder law with ease. In our NEW BLOG POST, discover how estate planning, long-term care, an...
09/28/2023

Navigate the complexities of elder law with ease. In our NEW BLOG POST, discover how estate planning, long-term care, and healthcare directives can safeguard your seniors. We ensure seniors receive the care and protection they deserve. Secure your loved ones’ future and find peace of mind. ✨👴🏡

https://sandovallegacygroup.com/blog/

Let’s build that bridge together. 🌉
09/27/2023

Let’s build that bridge together. 🌉

09/19/2023

Sandoval Legacy Group: Where Your Future Meets Trusted Expertise. 🏡✨

Your conscious choices today shape the path of your future, so embrace the power of mindfulness and make each decision w...
07/13/2023

Your conscious choices today shape the path of your future, so embrace the power of mindfulness and make each decision with intention. Choose wisely on this Thoughtful Thursday. 💭🌷

Guided wEstate Design ➡️ Navigating the Six Steps of Planning with an Estate Planning Attorney.1️⃣ Determine your goals:...
07/12/2023

Guided wEstate Design ➡️ Navigating the Six Steps of Planning with an Estate Planning Attorney.

1️⃣ Determine your goals: Clarify your objectives for estate planning, such as asset distribution, healthcare decisions, and minimizing taxes.

2️⃣ Inventory your assets and debts: Create a comprehensive list of your assets, including bank accounts, investments, properties, and debts like mortgages or loans.

3️⃣ Designate beneficiaries: Decide who will inherit your assets and name them as beneficiaries in legal documents like wills or trusts.

4️⃣ Create essential documents: Draft essential estate planning documents such as a will, power of attorney, healthcare directive, and potentially a trust, depending on your needs.

5️⃣ Review and update regularly: Regularly review and update your estate plan to reflect any changes in your personal, financial, or familial circumstances.

6️⃣ Communicate and implement your plan: Share your estate plan with relevant parties, such as family members, attorneys, and executors, and take necessary steps to ensure its implementation.
••

IMPORTANT 🤓:

Meeting with an estate planning attorney can be beneficial at multiple points throughout the six-step estate planning process. We generally advise clients to consult with an attorney EARLY on in the planning process [particularly during steps 1 and 2 when determining goals and inventorying assets and debts].

By involving an attorney from the beginning, you can receive guidance in understanding the legal and financial implications of your decisions, as well as gain insights into various estate planning strategies to ensure that your estate plan is comprehensive, legally sound, and tailored to your individual circumstances.

We’re here to help guide you 👇🏼.

www.sandovallegacygroup.com
••

Happy Fourth of July! 🇺🇸🎉 Wishing everyone a day filled with sparklers, fireworks, and lots of red, white, and blue! Let...
07/04/2023

Happy Fourth of July! 🇺🇸🎉 Wishing everyone a day filled with sparklers, fireworks, and lots of red, white, and blue! Let’s celebrate the land of the free and the home of the brave together. Have a fantastic Independence Day! 🎆🗽💥

06/27/2023

🌟 A Heartfelt Thank You to Our Beloved Client! 🌟

We wanted to take a moment to express our deepest gratitude to our esteemed client, Lisa, for sharing her emotional testimonial about our estate planning and elder law firm. We are humbled by the trust you've placed in us and are grateful for the opportunity to make a positive impact on your life and the lives of those you care about most.

It is an honor to serve you and be a trusted partner in your journey toward securing your future and protecting you and your loved ones. ⚖️

Your satisfaction and peace of mind are our top priorities, and your kind words validate our commitment. Your testimonial inspires us to continue our mission of supporting and advocating for seniors and their families.

We remain dedicated to delivering the highest level of service and support to each and every client, and we will continue to be there for you every step of the way.

📞 If you or anyone you know is in need of estate planning or elder law services, please don't hesitate to reach out to us. We are here to help and provide the same level of care and expertise that touched your heart.

Address

4300 Latham Street
Riverside, CA
92501

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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