What to expect from Sandra Munier
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Sandra Munier
Sandra Munier, Attorney At Law
Sandra personally works on all estate plans for her clients to ensure they are complete, correct, and to the clients' satisfaction. She provides empathy for her clients in making sure they know that she is caring and considerate of their unique issues and concerns. Sandra has been practicing law for over 25 years and is a graduate of Western State University College of Law. She also holds a Master's Degree in Organizational Management. She was the recipient of the American Jurisprudence Award in Estate Planning and is admitted to the Supreme Court of the United States. Sandra is also the owner of Munier Legacy Advisors,, LLC, which provides exit planning, business value building, and advisory services for business owners across the United States.
Testimonials
Jim R., Orange County, CA
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My wife Anita and I engaged Sandra Munier as our estate attorney in 2004 to do our family trust. At the time, things were fairly complicated and she did a terrific job putting it together. We were not millionaires but we wanted to protect what we had. As part of the trust review, we developed durable powers of attorney for healthcare and finance for Anita and I which in retrospect made it quite transitional for me when my wife developed Alzheimer’s and couldn’t handle her affairs. After being married 55 years, we found that she would have to be placed in a long-term care facility. Sandra was very helpful in helping me steer through the pitfalls and help me find the right resource to gain Medicaid. In the process I learned much about Medicaid that I did not realize. She has worked with us for the past 16 years and helped us steer through several estate issues and has always done a terrific job for our family over the years with our living trust and subsequent changes to it along with other needs. She not only has my confidence but has the confidence of my three children. Sandra Munier is a real asset in estate planning and long-term planning as our family can attest. I can highly recommend her.” Jim R.
Laura C., Anaheim, CA
"I fully endorse Munier Legacy Center for their ability to explain all the options to their clients and to guide them to choose the ones that gets results."
Kellie M., Huntington Beach, CA
"Sandra prepared our living trust professionally, timely, and at an extremely affordable price. I highly recommend her!"
Kierstin V.
" Sandra with the Munier Legacy Center was able to prepare a complete living trust estate plan for my father in a very short period of time when it became necessary to do so because of his deteriorating health. Sandra also helped our family with issues that needed to be done on the estate after he passed and she was thorough, timely, and extremely professional"
Shari M.
"Thank you so much, Munier Legacy Center, for helping me sort through all my options and find the one that felt truly right for me."
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Sandra Munier
Complete the form below to reach out and schedule your 15-minute discovery call.