It is important to understand what a trustee is and what his or her role is if you are considering setting up a trust or are a beneficiary of one. A
Southern California Estate Planning Attorney
Welcome to the estate planning website for estate planning and elder law firm, Sandoval Legacy Group, A division of Holstrom, Block & Parke, A Professional Law Corporation. No other law firm in Southern California has the knowledge and experience relating to estate planning, special needs planning, probate, conservatorships, business succession planning, tax planning, and trust administration as our lawyers and paralegal staff. We are truly Southern California’s premier estate planning, elder and tax law firm.
A Revocable Living Trust is a key component to nearly every estate plan. Learn Why!
Download our Comprehensive, Informative Free Report: Considerations for Constructing Your Revocable Living Trust.
Probate & Trust Administration
Wills & Trusts Litigation
Southern California Estate Planning Attorney
Estate Planning is the process of assuring the your personal and financial needs and desires are met during a period of disability and after death. Your desires can include designating a person to make health care and/or financial decisions for you in the event you are unable to do so for yourself, avoiding a conservatorship proceeding.
If you become incapacitated, pre-planning for the devastating costs of long term care, avoiding probate at your death, reducing estate taxes, protecting your wealth and assuring it goes to your intended beneficiaries, avoiding family disputes and passing on family values and life lessons.
Southern California Probate Attorney
When a person has planned their estate before death, in many cases a probate will be necessary to transfer assets from the decedent to the rightful beneficiaries Sandoval Legacy Group, A division of Holstrom, Block & Parke, A Professional Law Corporation is one of the most experienced probate law firms in Riverside County, Orange County, San Diego County and San Bernardino County. If there is a way to avoid a full blown probate proceeding through the use of a spousal property petition, small estate procedure or affidavit, we will be able to advise you about this.
We handle all types of probate cases in the Southern California courts. We represent executors in those circumstances where the decedent left a Will. We represent administrators in those cases where the decedent had no Will. We assist with small probate procedures and non-probate transfers.
Where there is a dispute, the law firm will often represent the executor or administrator to defend against challenges from beneficiaries and creditors. In some cases, we will represent beneficiaries who believe the estate is not being properly administered or where a beneficiary wants to contest the validity of the Will.
Call our office at 951-787-7711 to learn more about probate procedures for persons who died in Orange County, Riverside County, San Bernardino County or San Diego County.
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