Sandoval Legacy Group Introduce
### Discovering Comprehensive Legal Support in Southern California: Sandoval Legacy Group
Navigating the complexities of legal matters can be daunting, but for residents across Southern California, finding a trusted and compassionate partner is key. The **Sandoval Legacy Group** stands out as a dedicated law firm focused on helping individuals and families with critical life and legacy planning. Located in the vibrant community of Newport Beach, this firm specializes in areas that touch the heart of family and financial security, including estate planning, elder law, and probate. Their approach is built on a foundation of respect, clear communication, and a deep understanding of California law, ensuring clients feel supported and confident in their legal decisions.
Whether you're looking to create a will, set up a trust, or manage the intricate process of probate administration, the team at Sandoval Legacy Group provides tailored advice designed to meet your unique needs. They are committed to demystifying the legal process, offering transparent guidance every step of the way. This focus on client education and personalized service is what makes them a go-to resource for anyone in the region seeking to protect their loved ones and their assets. The firm's reputation for professionalism and empathy is well-earned, as reflected in the positive feedback from clients who have navigated challenging times with their expert assistance.
### Location and Accessibility
Conveniently situated in Newport Beach, the Sandoval Legacy Group's office provides a welcoming and easily accessible environment for all clients. The address is **4940 Campus Dr # A, Newport Beach, CA 92660, USA**. Its prime location makes it an ideal choice for those living in or near Orange County. The firm has gone to great lengths to ensure their facilities are accessible to everyone, regardless of mobility needs. For those traveling by car, there is a **wheelchair-accessible car park** and **on-site parking**, including a **free parking lot**. This means you won’t have to worry about finding a spot or navigating a difficult parking situation before your important appointment. The office itself is designed with accessibility in mind, featuring a **wheelchair-accessible entrance** and **wheelchair-accessible seating**, as well as a **wheelchair-accessible toilet**, demonstrating a strong commitment to serving the entire community.
For individuals who may have difficulty with in-person meetings, the firm also offers **online appointments**, providing flexibility and convenience. This hybrid approach ensures that no matter your circumstances, you can receive the legal advice you need. The firm also provides **on-site services**, adding another layer of convenience for specific cases. They understand that legal matters can sometimes require face-to-face interaction, and they are prepared to accommodate those needs. It’s always a good idea to book your visit in advance, as appointments are recommended to ensure they can dedicate the proper time and attention to your specific situation. Their commitment to accessibility and client comfort makes the entire process of seeking legal help less stressful.
### Services Offered
The Sandoval Legacy Group offers a comprehensive suite of legal services tailored to meet the needs of individuals and families in California. Their expertise spans various areas of law, ensuring they can provide holistic support for both current and future legal needs. The firm’s primary focus areas include:
- **Estate Planning**: Crafting comprehensive strategies to manage and transfer your assets. This includes creating wills, establishing trusts, and setting up powers of attorney to ensure your wishes are carried out.
- **Probate Administration**: Guiding executors and families through the complex and often lengthy process of administering an estate after a loved one has passed away. They handle everything from court filings to asset distribution with sensitivity and efficiency.
- **Elder Law**: Providing legal counsel on issues relevant to the senior community, such as long-term care planning, Medi-Cal eligibility, and protecting assets from the costs of care.
- **Conservatorship**: Assisting families in the legal process of appointing a conservator to manage the personal and financial affairs of an individual who is unable to do so themselves.
- **Will & Trust**: Drafting and reviewing these foundational legal documents to ensure they are valid, clear, and reflect your intentions for your legacy.
- **Medi-Cal**: Offering expert guidance on how to qualify for Medi-Cal benefits, particularly in the context of long-term care, while protecting your family's assets.
- **Special Needs Planning**: Creating specialized trusts and other legal tools to ensure a loved one with special needs is financially secure and can maintain their eligibility for government benefits.
- **Power of Attorney**: Assisting clients in creating legal documents that grant a trusted person the authority to make financial or healthcare decisions on their behalf if they become incapacitated.
### Features / Highlights
The Sandoval Legacy Group is distinguished by several features that set it apart from other law firms in the region. They prioritize client experience and accessibility, creating a legal service that is both professional and user-friendly. Some key highlights include:
- **Flexible Service Options**: Clients can choose between **online appointments** for convenience and **on-site services** for in-person meetings, accommodating various preferences and needs.
- **Excellent Accessibility**: The firm is dedicated to providing an inclusive environment with a **wheelchair-accessible car park, entrance, seating, and toilet**. This commitment ensures that all clients feel welcome and can navigate the space with ease.
- **Convenient Planning**: To ensure every client receives dedicated attention, the firm operates on an **appointments recommended** basis. This streamlined process helps to minimize wait times and allows the legal team to prepare for each unique case.
- **Comprehensive Amenities**: The office is equipped with essential amenities, including a **toilet**, to ensure a comfortable visit for all clients.
- **Abundant Parking**: With a **free parking lot** and **on-site parking**, clients do not have to worry about the hassle of finding a place to park, making their visit stress-free from the moment they arrive.
### Contact Information
To schedule an appointment or to learn more about how the Sandoval Legacy Group can assist you, you can reach out using the following details:
- **Address**: 4940 Campus Dr # A, Newport Beach, CA 92660, USA
- **Phone**: (949) 828-0466
The firm encourages you to call ahead to set up a consultation, allowing their team to understand your needs and prepare for your meeting. They are ready to answer your questions and provide the clarity and direction you need for your legal matters.
### What Is Worth Choosing
Choosing the right law firm for personal and family legal matters is a decision that requires trust and confidence. The Sandoval Legacy Group consistently earns this trust through their compassionate and expert approach. Clients frequently praise the firm, highlighting the professionalism, kindness, and effectiveness of the legal team. One client, who had a difficult case, shared their gratitude for the team, specifically mentioning Megan Boling for making a "very rough time" so much easier. They noted how they were kept informed on "every single hurdle" and were treated with "dignity and respect." This type of feedback underscores the firm's commitment to not just legal expertise but also human-centered service.
Another long-time referrer of clients noted that he has been sending clients to the Sandoval Legacy Group since 2019 and continues to do so today. He emphasized that the team, including David and Megan, "know their stuff" and make sure clients feel welcome and listened to. This sense of confidence and direction is a common thread among client testimonials. People leave feeling empowered and secure about their legal matters, which is invaluable. For those in California seeking to create an estate plan, navigate probate, or address elder law concerns, the Sandoval Legacy Group offers a combination of legal acumen and genuine care that is truly worth choosing. Their dedication to making complex legal processes accessible and understandable ensures that you are not just a case number but a valued member of the community they serve.
Sandoval Legacy Group Services
Lawyer
- Estate Planning
Our specialty goes above and beyond basic estate planning. Our estate planning attorneys work with each client to provide a comprehensive and personalized estate plan ensuring peace of mind knowing your assets, your legacy, and loved ones are protected.
- Probate Administration
Probate administration is the legal process of validating and distributing a deceased person's assets and settling their debts. Our team of leading probate administration lawyers can help you complete each step of the process.
- Elder Law
Elder law encompasses estate planning, trusts, wills, social security, care arrangements, retirement benefits planning, and protection against elder abuse (physical, mental, financial). Our goal is to help you enjoy your retirement free from financial worries so your later years can be truly golden.
- Conservatorship
For guidance on obtaining a California conservatorship, Sandoval Legacy Group has the expertise to answer your queries and aid in caring for your loved ones. With 30+ years of conservatorship law experience, we can answer any questions you have to determine if it's the right fit for your family.
- Will & Trust
A will outlines how your assets should be distributed after death. A trust holds and manages assets for beneficiaries. Our experienced and trusted team of estate planning attorney's guide you in creating these documents to ensure wishes are legally upheld.
- Medi-Cal
Whether you have millions in the bank or a small nest egg, everyone should have a comprehensive estate plan in place and should get help with Medi-Cal planning to protect their assets. Along with advance planning, we also offer crisis planning to ensure you and your assets are protected.
- Special Needs Planning
Parents of children with special needs may have a pressing need to create a thorough estate plan, including a special needs trust. In California, not having one could jeopardize government benefits. We are here to ensure your child's protection to live a fulfilling life for years to come.
Law firm
- Power of attorney
Sandoval Legacy Group Details
Service options
- Online appointments
- On-site services
- Language assistance
Accessibility
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible seating
- Wheelchair-accessible toilet
Amenities
- Toilet
Planning
- Appointments recommended
Parking
- Free parking lot
- On-site parking
Sandoval Legacy Group Photos
Sandoval Legacy Group Location
Sandoval Legacy Group
4940 Campus Dr # A, Newport Beach, CA 92660, USA
Sandoval Legacy Group Reviews
trustquestionsinformationteamparalegalthe futureexpertknowledgemedi-callicensed
★ 5★ 4★ 3★ 2★ 1I have tried for months to do this review and finally now and able to complete a very positive review for Megan Boling and the Sandoval Legacy Group. There’s so much I would love to write about her! Not only did she make this very rough time in my life so much easier, but she was kind, honest and to the point. I was informed on every single hurdle we might have to leap over. I recommend Megan or the Sandoval Legacy Group to anyone who might need help in the future. Our case was a difficult one to navigate, but Megan and the law team were on it! Special thanks goes to Megan for helping us with dignity and respect. I will be going back for my own estate planning.
June 27 · Dona RodigI have been sending clients to the Sandoval Legacy Group since 2019 and I still continue to do so today. In fact, I just referred a couple of clients over there for special needs trusts.David and Megan know their stuff, and they do their very best to make sure that clients feel welcome. Everyone is listened to and people have told me over and over that that they walk out with a sense of confidence and direction in their matters.If you were looking for a great place to work with on your estate plan, you won’t do any better than Sandoval Legacy Group.
June 11 · Dev PatelDennis Sandoval and the Sandoval Legacy Group have helped my family for over fifteen years. First with my father-in-law, and then with getting Trusts in order for myself and my mother. I have also received advisement and referral information related to a real estate situation. When I have questions and updates to my Trust needed, it is easy and comfortable to set and in person or phone appointment. I have met with Dennis and with other members of the Group. I appreciate the care and knowledge of reception, the office staff and the entire Sandoval Legacy Group. It puts my heart and my head at ease to know I can call on Dennis and Sandoval Legacy Group.
June 02 · KariIt was a true pleasure working with Megan Boling throughout this escrow transaction. As the Administrator of the estate for the seller, Megan handled every step with professionalism, grace, and attention to detail. which made the process smooth for everyone involved. Megan’s communication was clear and timely, and her dedication to ensuring a successful close was greatly appreciated. On behalf of Escrow Innovations Inc., we would gladly welcome the opportunity to work with her again!
June 24 · Teri GainesWe retained Megan Boling to be the executor of a complicated estate, navigating issues we could not have done on our own. She was extremely thorough and took great care to ensure the process was fair to all parties. Mr. Sandoval and his team did a great job supporting us through all the legal matters. I highly recommend Megan and the Sandoval Legacy Group.
June 21 · Jonathan Daniel
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