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4300 Latham St
Riverside, California 92501
My wife and I used Sandoval Legacy Group to help us with our Estate Planning and Will and Trust, December 2022. We worked with Dave Hamilton. He made us feel very comfortable with his knowledge of the service provided. We are very happy with our Portfolio and feel we made the right choice going with this group. We are confident our Estate Plan will fulfill all our wishes, so much so, that we have recommended Sandoval Group to our family members. And will continue to recommend this group to any and all th
Sandoval Legacy is the place for all of your legal needs! We needed a trust drafted with specific details. Our attorney was Richard S. Pershing. We had so many concerns. He was patient and answered all of our questions. He has a great personality and was wonderful to work with through this process. Also, the office staff is very friendly and efficient. We received return calls and emails from Hannah and Melanie in a timely manner. This was a great experience and we highly recommend this law firm!
Sandoval Legacy Group was a huge blessing to my siblings and myself. We had just lost our parents and there were so many unknowns at the time but Melanie and the rest of the staff walked us through everything and supported us every step of the way. They took the time to explain each process and was always available to answer my questions. They all were extremely patient and compassionate. I recommended them to a family friend and I will definitely reach out to them if I'm in need of services again. I'm so g
Sandoval legacy group has helped in so many ways I can't explain. Megan is extremely helpful, kind and portrays a work ethic that is determined to achieve goals. I don't know where we would be without them. Constant communication, positive attitudes and optimistic behavior helps the clients know and feel that they have someone who trusts them and that they can trust to handle their legal matters.
We were looking for someone to do a Living Trust and Sandoval Legacy Group was highly recommended. They did not disappoint. We went in with a idea of what we wanted the trust to look like. Mr. Pershing was very knowledgeable about the law and not only helped us get what we wanted in the trust but also gave us many other suggestions about things we never even knew about. He answered all our questions and informed us how the process would work. We were VERY satisfied.
When my mom passed and I became responsible for my parents' trust, I desperately needed help and guidance managing the trust. I contacted Sandoval Legacy Group and was immediately impressed with their responsiveness, concern, and efficiency. A special shout-out to David, Vanessa, and Bryanna for their sincere personal efforts. Anyone looking for assistance with Trust management would be way ahead by contacting Sandoval Legacy Group.
Working with Mr. Hamilton and Sandoval Legacy Group to establish our family trust was an easy, educational and seamless process. We were guided each step of the way, had our questions answered, and felt respected and valued as clients. The documents we received at the conclusion of the process were organized and thorough. Can recommend Mr Hamilton and Sandoval Legacy Group without hesitation.
Our experience Center of all Legacy group, especially with Megan was the best. She was so helpful and understanding during this hard time for us. She is definitely knowledgeable in this field and explain every step to us throughout the whole process. I would definitely recommend her services to anybody in need of probate.
Megan and Dennis are a great team. Megan was instrumental in getting my dad's paperwork and affairs in an order in such a way he can get the treatments that he needed and be covered by medical and also stay in this home. The Sandoval office has a wealth of knowledge that was the saving Grace for my father, being that family members were giving us a lot of bad advice. Megan has personally been through the mess of medical and making a trust in her own life for a loved one giving her first hand experience on t
I would like to acknowledge the team at Sandoval Legacy Group for their professionalism, knowledge, follow through on what they committed to and patience with dealing with unexpected challenges. Megan is great. If I have need of their services in the future I will be returning to them. I wish their firm the best success. Thank You
Megan was incredibly helpful and responsive throughout the entire process. She was thorough, professional, and made everything easy to understand. Most importantly, she was kind and compassionate during a very difficult time for our family. Her support and sensitivity meant a great deal to us. Thank you, Megan.
I can't say enough good things about Sandoval Legacy Group and their team. They guided our family through both the creation of a thoughtful estate plan and, later, the trust administration process after the passing of a loved one. Their professionalism, empathy, and expertise made all the difference during what was both a sensitive and emotional time.
My wife and I have been with the Sandoval Legacy Group since 2011 and we find them professional and knowledgeable. They are there when we have questions and are prompt with their replies. We did our Estate Trust with them and we feel relieved that it's done. Also we're confident that it's meets all of the standards necessary to protect our assets. Recently we've dealt with David Hamilton of the group and we find him extremely informed and his guidance and kindness are most appreciated.
We were lucky enough to get David Hamilton from Sandoval Legacy Group when needing to put together two different special needs trusts. He met with us as much as we needed and made the process easy, explaining everything we needed to know, and answered every single question we had, no matter how small. I'm so glad we picked Sandoval to handle this very important endeavor, and a huge thank you to David.
I hired Sandoval Legacy Group to handle all legal matters for my mother?s Trust after her passing. Since my mother lived in California and I live in Washington State, finding someone trustworthy and reliable in California was incredibly important?and I absolutely found that with this firm. Melanie Cartagena was my main point of contact, and she was fantastic from start to finish. She responded quickly to my (many!) questions?even the more sensitive and complex ones that naturally come with handling a Trust
My daughter has special needs. We have been utilizing the Sandoval Law firm for a number of years. Mr Sandoval has given us outstanding advice over the years. David Hamilton has also provided continuous support, and is extremely prompt and supportive to any of our needs. Mr. Hamilton has a very qualified staff (Melanie) which has been easy to work with through the years. This is a firm that is dedicated to the clients needs. I would rate them far and above in comparison to other law firms.
I am so happy I found the Sandoval Legacy Group. At a very difficult time in my life, I needed help establishing conservatorship for my father and creating a trust. Everyone I have worked with at the firm has been professional, knowledgeable, supportive, efficient, and available. And I can't say enough positive things about working with Tekisha. She has guided me through this challenging journey with an outstanding mix of competency and kindness. I highly recommend this group to all who need their services.
My husband and I realized when we had our daughter that we needed to set up a will and trust. We had no idea where to start. Megan was so helpful! She explained how everything worked and normalized the complicated legal terms with patience and grace. She has a wealth of knowledge and experience. I highly recommend you get your will and trust with Sandoval Group.
We have been a client with the Sandoval Legacy Group for a number of years. When my husbands mother passed, Melanie made the process easy, has been very helpful, and knowledgeable with any questions you might have. Dennis Sandoval has given us outstanding advice over the years and updated our Living Trust for us a couple of times. The Sandoval Legacy Group is is dedicated to its clients needs.
Im so grateful that we found Sandoval Legacy Group after my mother had past. The amount of paperwork, that is given to you while your grieving. I would have never gotten through it without them. They were with me every step of the way. Quickly responded to all of my questions. Overall they made the entire process less stressful. Giving me more time to focus on my family. Jennifer Powell
Dennis and Megan are professional yet approachable, quite the rare combination in the legal world. My family has been with the Sandoval Legacy Group for well over 20 years, they crafted my personal trust, my family trust, and my will. As a real estate broker we deal with contracts all day and law firms, I can't recommend SLG any higher and are at the top of my list. #BrokerDon
I wholeheartedly would recommend Sandoval Legacy Group!!! Their staff is very friendly and professional. They were very knowledgeable and were able to explain the complexities of my case. My attorney, David understood what I was going through and was able Assist me with dignity and empathy to my situation?.
One of my clients hired the Sandoval Legacy Group to assist with a piece of land jointly owned by multiple family members.Although the property's value was under $35K and required going through the probate system, the team expertly guided them through the process by completing a small Estate Affidavit. They were incredibly helpful during a difficult time-always responssive to emails and calls, A great team to work with!
The Sandoval Legacy Group is a model of professionalism and support. They are extremely knowledgeable and patient with the many concerns that I had with my elder case. Their support and compassion are an inspiration to the law profession. This firm is well worth the investment and I have referred many people them.
Where can I begin!! With the passing of my father, Sandoval Legacy Group was so helpful and was able to provide me on direction on his trust. During this difficult time the entire team brought me such comfort. Definitely recommend David Hamiton and his team.
We had an excellent experience with the Sandoval Legacy Group from the initial consultation to the completion of our Estate Plan. Megan and Dennis took the time to explain everything clearly and made the process seamless. We felt confident and well supported and would highly recommend this firm for all estate planning needs.
Melanie has been absolutely amazing throughout the whole probate process, excellent communication on how the process works and what to expect. We are very grateful for the way she has handled everything. Definitely recommend her for anyone who appreciates efficiency!
Megan Boling was extremely helpful to me during one of the hardest times in my life. I had no idea what probate was and she made the process a lot more understandable for me. If you need a law firm that does probate work, The Sandoval Legacy Group is the one for you.
Very supportive group of people that helped navigate a difficult time for me. Especially as probate can fracture families as well as cause a lot of grief, the entire group with its knowledge helped steer me to the right people to help expedite a otherwise slow and difficult time. Megan has been most especially supportive in coordinating all parts as well as educated me on things I didn't know but needed to know. Some things you always need, a good mechanic, doctor and lawyer, I have four the good lawyer.
I was the Executor on a family trust and my original attorney in Orange County wasn't able to help with Riverside court appearances. She referred me to Sandoval Legacy Group. I couldn't have been more happy with the service David Hamilton and Tekisha Carbajal provided. I live out of state and was worried my family's Trust would not be managed well, since I wasn't local. Was I wrong. His preparation and constant contact with me was top notch. David appeared in Riverside County Court on my behalf and with me
I have a son who receives benefits because of his disabilities. A family member passed away and my son was given a percentage of an estate sale which I was unsure how this will affect his benefits. Mr. Sandoval and Megan worked out the entire situation without any problems, they are the best out there and we are very grateful for their expertise and knowledge.
We really like these folks. David Hamilton helped us with our estate planning and trust (stoked he's back); most recently Melanie Cartagena assisted us property title transfers. All interactions have been smooth and professional. We cannot recommend them enough.
The Sandoval Legacy group has always been amazing to work with. Megan Bowling has been so professional and pleasant to work with for our family! Highly recommend!
Our family member passed away and we needed a lot of help with the estate. Megan was so professional and knowledgeable! She helped us in a timely manner and we got everything sorted out. I highly recommend the Sandoval Legacy Group and especially Megan.
I have been extremely happy with Sandoval Legacy group, especially with David Hamilton and Tekisha Carbajal. I have worked with them for 4+ years to help manage a Special Needs Trust and conservatorship for my disabled brother. They provided me with great peace of mind over issues that otherwise would have been very overwhelming. My questions were always answered promptly and thoroughly. I also wanted to thank them for their extra kindness and understanding when needed.
I had such a wonderful experience with Sandoval Legacy Group and specifically with Megan Boling. I was clueless how to handle my parents estate after their passing with no trust or will. Megan walked me and my siblings through everything, handled every legal detail and swiftly helped us close out the estate. I could not recommend working with her more. You are in great hands with Megan!
The detailed and compassionate service that we have received from Richard Pershing and the office staff, Hannah Dillon and Bryanna Sandoval was outstanding, and continues to be a guiding legal pillar for our family after the passing of our father. Richard has been a part of our family for more than 20 years, providing Trust guidance for our father. We are grateful for his trusted legal advice.
Don't struggle worrying about how to proceed with filing necessary court documents for your legal issues. Consult with David Hamilton, Attorney with Sandoval Legacy Group. My family has been a client of Sandoval Legacy Group since 2017. The past two years, David Hamilton and his staff have provided guidance and service establishing conservatorship of the estate, and maintenance of the conservatorship of the person, for our special needs daughter. When the Sandoval Legacy Group addresses court required legal
My family worked with Megan Bowling to help settle my father's estate. She was patient, thorough, kind, and always readily available to help answer any question my sister and I had. She made a stressful circumstance, into a smooth and stress-free operation. Everything turned out exactly as she had predicted with timing of the courts and the proper execution of the disposal of real property assets. She deserves 10 stars!
Sandoval Legacy Group, was there to guide my brothers and I through the probate process for my dad's estate. Megan was so knowledgeable and very thorough. Her professionalism and kindness made this difficult process an easier one for us.
The Sandoval Legacy Group is a wonderful law firm. The attorney I worked with, David Hamilton, answered all my questions and was very professional. The work they did for me was very thorough and well done.
Taylor Holstrom has delivered outstanding and highly informative conservatorship workshops for parents in our district over the past few years, both in-person and virtually. For many parents facing the challenges of navigating complex legal decisions for their child, the process can feel overwhelming. Taylor breaks it down with clarity, empathy, and practical examples that make the information much more approachable. He's always patient, thorough, and responsive to questions, creating a space where families
The Sandoval Group assisted my siblings and me in the dispensation/distribution of our parents' Trust. With the Sandoval Group's knowledge and direction, we were able to navigate this complex process successfully and amicably (which is so very important during a painful time as this!)
I highly recommend Sandoval Legacy Group. When our grandparents pasted and it was time to handle all the details Megan Bowling was so efficient, organized. Both Dennis and Megan were so easy to work with, especially during this kind of process.
I have been fortunate enough to have worked with David Hamilton and I cannot say enough good things about him. He is professional and knowledgeable. I would highly recommend him. Thank you David for everything you do to help our clients.
We are very pleased with the work done for us at this office. They are responsive, knowledgeable, aware of stress clients maybe under, professional and the list goes on. We cannot imagine going to any other office and getting the service we continue to get from the Sandoval Legacy Group
We had a consultation with Taylor Holstrom regarding a probate matter, and he was incredibly helpful. He took the time to speak with us in detail, answered all our questions, and pointed us in the right direction on how to move forward. We truly appreciated his guidance and professionalism. Highly recommend!
I had an excellent experience with Sandoval Legacy Group, who I hired for the probate of my brother?s estate in California. Specifically Attorney Richard Pershing and Megan Boling. They were very professional, explained everything throughly that we had to do and why, and led me through all the steps throughout the process! I would definitely hire them again and I will refer them to my friends and family in the future!
Megan at Sandoval helped me immensely with the probate matter. She was always available and kept me up to date on the process. She helped me understand the probate process and advised me with patience and professionalism. I would recommend her highly.
Megan Boling, paralegal, was crucial in helping my brother and I get my mother qualified for MediCare. She helped us navigate to complex processes of the qualification journey with the State. Her experience and expertise were invaluable. Nevermind the the State made the qualification process easier the next year. Megan was there when we needed her. She is great at communication and is extremely competent. I have recommended her to family and friends. She is fabulous and is an asset to her company and empl
I was very pleased with the service I was given concerning the process of updating the trustee of my wife's mother's trust. The process was complicated and difficult at times, but Megan Boling was patient and professional throughout. She kept us updated regularly. I would recommend the Sandoval Legacy Group.
Navigating legal matters can be challenging, especially during difficult times. Finding the right legal counsel can bring peace of mind. A lawyer's expertise can provide valuable support and guidance. They can help ensure that everything is handled properly and efficiently. Remember, seeking professional help is a sign of strength and wisdom.
I don't have enough words to express how so grateful to have David Hamilton and his Team who work diligently and made my life stress free, David was honest and with integrity from the beginning the first meeting. I'm so grateful to be able to have the Trust Estate approved so I can carry the legacy of my parents who passed and was able to keep the home I grew up in. Also, a place for some of my loved ones that have disability will have a home to stay in at this time. I will drive all the way from AZ for
The Sandoval Legacy group was great to work with. Thanks to Richard Pershing, was a pleasant to work with for us! Highly recommend!
I had the most pleasant experience dealing with a probate situation because of Megan. She was very professional and guided me throughout the whole process. I highly recommend this firm.
A few years ago Mr Hamilton represented me in a probate hearing. I couldn't have asked for a better experience. The whole process went as smoothly as I had hoped for. I would not hesitate to use them again.
The team at Sandoval was great. Very communicative and helpful throughout the legal process. I'd highly recommend them if help is needed navigating the estate process.
We contacted the Sandoval Legacy Group (SLG) when we lost a family member. We spoke with Megan and she was extremely professional as she walked us through the process in great detail. The team at SLG certainly helped us get through a tough time with their knowledge and expertise. I trust this law firm and I highly recommend SLG to anyone that is in need of their services.
Megan Boling is very knowledgeable and was always available when I had a question . She helped me with my Dad?s probate and is helping me again with the passing of another family member. I highly recommend her.
I had a very good experience with sandoval legacy group Dennis and his team are extremely knowledgeable and were able to answer questions and get the family trust set up in a manner that others could not. His paralegal megan is very knowledgeable courteous and helpful. Thanks for everything.
Sandoval Lagacy Group well let me tell you Megan. She was a very professional person that helped me. And got the job done. I would totally recommend her her for probates and any other legal issues. Thank you sincerely, Adolph Castillo.
Mr. Sandoval is professional and knowledgeable. I hired Mr. Dennis Sandoval to help with a complicated case for a minor's compromise against a school district and also help with estate planning/will (2 different times). The entire process was seamless and he was pleasant to work with. He represented my daughter and I, in court and was able to get us to completion without any issues. If you need an attorney that has your best interest, this is the office for you. Additionally, his team is great Brianna & Han
Sandoval Legacy group has prepared two legal issues for me and one for my siblings with the upmost professional expertise. Shoutout to David Hamilton in particular..
Ms. Cartagena is friendly, professional and knowledgeable. She has always answered our questions concerning probates and wills in a clear and timely manner.
Very pleased with the services they provided. I heard that Probate can be a very stressful and lengthy process but they took care of it in a timely manner with constant communication throughout the process. Definitely would recommend them or reach to them again.
Megan was awesome! Very detailed and communicative! My family & I appreciated all of her help.
Grateful for the team at Sandoval. Megan was a constant source of support during a very difficult time. Thank you! Heather
Absolutely love this firm! I worked directly with Megan, and her communication was amazing! I highly recommend.
Megan was not only comforting, but very professional. I would absolutely recommend her services!
Today in court my husband and myself were grated legal conservatorship of our adult son with special needs. Our paralegal Tekisha Rooks Carbajal and Attorney David Hamilton provided us with the very best legal counsel and support during the entire duration it took to insure our son received legally what he needed so we as his family can continue to support him in his life and recovery journey ahead. We are beyond thankful to the Sandoval Legacy Group of, Block & Parke, APLC. If you're looking for the best l
It has been an amazing experience working with this Firm. Everyone is so nice and answers any questions and concerns promptly. I'd give them 20 stars if I could. Hit them up !!
Megan has been one of the biggest helps for me and my business. Super professional and prompt. Would definitely recommend
The Sandoval Legacy Group is the best! The professionalism and wealth of knowledge they shared has made this important estate planning process extremely easy and stress free. The staff there, especially Megan Boiling, explained the entire process so well and went above and beyond my expectation - she is a gem. In addition, working with David Hamilton was a very pleasant and stress free meeting. I would recommend this group to everyone looking for professional and friendly services!
Megan Boling is absolutely fantastic. She helped me out in a last minute issue and I would certainly use her services again
David Hamilton was very understanding and knowledgeable about making changes to my mom's trust. Was very patient with my mom, and answered all her questions so she understood everything. Would highly recommend David and Sandoval Legacy Group to anyone.
We are thrilled with the quality of service by Sandoval Legacy Group, and Meghan in particular. Her thoughtfulness, advocacy and communication guided my family throughout the probate process. Our complete trust was required, and we were rewarded in dealing with Sandoval Legacy Group. I unreservedly recommend their services. Sincerely, Eric, Debbie and Mark?
Had a consult with Dennis Sandoval and he took the time to answer every question and put my mind at eaze for my taxes this year. I would recommend this attorney and firm
The Sandoval legacy group has provided excellent legal services to myself and my family for 9 years. They consistently handle every issue that arises professionally and efficiently. Thier advise and support give an added exceptional comfort during times of stress, concern, and pressure. I would also like to expressly commend the efforts of Takisha, Megan and Dennis. Estate planning, Medicare, Conservatorships were among the many issues they assisted my family with. Job well done! I would highly recommend th
We updated our trust with Richard Pershing and were very happy with the service! Mr. Pershing examined at our prior trust, explained what could be updated as both the law and our financial situation have changed. As we proceeded, he answered all of our many questions patiently, and advised us clearly on how to meet our goals for the trust. The work product included a detailed binder with the trust laid out in sections and clear instructions on how to approach adding additional assets to the trust and how
Our family was experiencing an unexpected legal crisis. The Sandoval Legacy Group immediately understood our needs and stepped up to counsel and help us in a timely & compassionate manner. I will forever be grateful to Megan Boling & CL Farrell for their personal attention and straightforward presentation of our options.
Megan helped myself and my family with an extremely complicated estate situation. I can't recommend her services highly enough!
Probate case. The first firm we hired was unresponsive, so we had to find a new one. Same thing with the second firm. Finally we hired Sandoval. Megan was responsive, knowledgeable, and most importantly: she actually took our case seriously. She kicked into gear right away to get our dad's house sold before it went to foreclosure. Despite the complexities that were out of her control, she kept the process moving and got through everything in a timely manner, diligently walking us through every step along th
I hired Sandoval Legacy Group for their Estate Services after the death of a loved one to handle all matters involving her Living Trust. Their staff handled my questions professionally and always answered my questions, telephone calls, and emails promptly. Sandoval's Legacy Group impacted my life by reducing my stress in knowing that my deceased family member's wishes would be legally fulfilled. Each concern that I had was resolved and built my confidence in their services. Attorney David Hamilton and Ca
Megan really helped me out with a Probate Petition & it all worked out so well and in a timely manner ??????.
Megan and the Sandoval Legacy Group did a great job helping us with our probate case
Great firm, staff is friendly and very helpful. Have known them a long time.
I was looking for some help with my estate and trust documents and spoke with David Hamilton at Sandoval. He was extremely helpful. Turns out my documents were how they needed to be and I didn't need to hire this firm, but the fact that they were honest about that and gave me some pointers on what to do moving forward was a really refreshing experience. I didn't feel like anyone was trying to push me to sign up for anything and the process of setting up a meeting and speaking with an attorney was super easy
Mr. Holstrom and Tekisha were very professional and patient when it came to questions about our Limited Conservatorship for our son. Any kind of court issue can be stressful and the Sandoval Legacy Group was able to keep us calm and collected . We are very grateful for the Sandoval Legacy Group to walk us through this process and we look forward to continuing to use their services going foward.
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Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.