Protect Those You Love Most
A Personalized Approach to Estate Planning. We proudly serve Southern California, providing services for all Estate Planning services including Wills, Trust, and Probate.
Contact us today to schedule a free 15-minute Discovery call, so we can start working to protect your family and your legacy.
How can we help you with Estate Planning?
If you aren't ready to schedule an appointment, but would like more information, please reach out to us via this form.
FIVE-STAR
REVIEWS
A Personalized Approach to Estate Planning
At The Wagon Legacy, we provide a different breed of estate planning.
We take great pride in our comprehensive approach and in helping you protect your future, your family, and your legacy.
Let us guide you through the Estate Planning process, and create a plan uniquely tailored to your specific needs.
Estate planning
Many people believe that estate planning is only for those people who are wealthy, those who have complex schemes in mind for passing their money to their heirs, or for people who are very ill and contemplating their death. This is simply not true.
Estate planning is for every husband, wife, mother, father, grandparent, business owner, or anyone who has someone they care about, are concerned about providing responsibly for their own well-being and for the well-being of those their children or family, or for anyone who seeks to make a difference in the lives of others after they’re gone.
Comprehensive estate planning should always include an easy transition for the management of your assets in the event of your disability or death so that your estate can continue to run and function without the need for court interference.
At The Wagon Legacy, we take pride in serving as your trusted estate planning advisors. We will guide you through the choices you need to make to create an estate plan uniquely tailored to your specific needs. And, we will make sure you’ve taken the necessary steps to ensure your plan will actually work when the time comes. For example, we make sure that if we’ve set up a revocable living trust, it is properly funded and that you have coordinated any beneficiary designations on retirement accounts and life insurance policies with the rest of your estate plan.
Your comprehensive estate plan may include the following legal instruments:
- Revocable Living Trusts
- Wills
- Children’s Emergency Plan
- Healthcare Powers of Attorney
- Financial Powers of Attorney
- Advance Health Care Directives (“Living Wills”)
- HIPAA Releases
Our Firm
The Wagon Legacy
The Wagon Legacy, formerly known as Varela Law, is an estate planning law firm in Southern California that specializes in helping you protect the people you love most and the assets you have worked hard to earn. We create comprehensive, customized, and thoughtful estate plans that will protect your family when it matters most.
Our Mission
We believe estate planning is more than just documents – it is an act of love taken by those who care deeply about their loved ones and desire to leave a legacy for them. We are committed to providing clients with quality legal work while focusing on attention to detail, communication, and putting our clients and their families first.
Testimonials
We Are Humbled By 200+ Five-Star Reviews From Clients On Yelp And Google
“The idea of creating a living trust and going through the process (all of the paperwork, time, etc we thought it would take to complete) was very overwhelming, but Alex made the process so simple! She was very professional,... extremely thorough and completed our trust in only 3 meetings. We can’t thank her enough for her hard work and patience that she had with us as we made such important decisions in our children’s lives. We recommend her to everyone who doesn’t have a trust (the reason usually being because the idea just seemed too much to have to go through). She’s the best!” Read more
“If you are in the market for an attorney with heart, then Alex is your best choice. Kind, smart and passionate about her work. She turned my experience into a painless, enjoyable process. Within a couple of months I had my living... trust in place. She listened to my requests and worked around my schedule to accommodate my needs. Thank you Alex for all your hard work!” Read more
“If you are like me and you have been thinking of putting together your living trust and perhaps you have been thinking of doing it yourself with information you research online or with an online service, do yourself a favor and call... The Wagon Legacy. Alex is very knowledgeable, professional, personable, kind, passionate and absolutely amazing. She gathered all of my information and put together a presentation that put it all in perspective, she took the time to explain everything and answered all my questions. I am so happy I chose her to help me through this process, she made it as painless as possible and worked with my schedule to get things done. Thank you Alex, you are the best!” Read more
“Alexandra was incredibly professional, efficient and handled our family trust with great skill. We kept putting off setting up our trust because we thought it would be difficult. Don’t make the same mistake. Call The... Wagon Legacy right now!” Read more
“Big plus that Alex speaks Spanish and English as she made sure that my parents understood the importance of what we were creating and all of my parents' questions were answered immediately.”
“Alex...was just amazing. The whole experience was so smooth and comfortable. Everyone we interacted with in the office was very professional. I would highly recommend them to everyone.”
“Estate/Trust planning has been on my to-do list for many years, until my wife and I met Alex, and without any doubt, we felt the connection and the trust. Alex is extremely knowledgeable and explains in detail all areas of the plan, leaving no... questions or gaps. The most important part of our experience was that Alex was very accessible and easy to reach at any time to answer questions and guide through completing forms without incurring any additional costs. Alex is definitely passionate about helping families establish their Trust; she made the process simple, and we thank her for all that she has done for us.” Read more
“Working with Alex Varela has been an absolute pleasure. Alex is a caring attorney who is working to help people secure a better future for their children. Her kindness is evident in everything that she does, from working with families... to being patient and understanding. She is quite knowledgeable and offers clear explanations regarding the topics of her field. My husband and I lacked knowledge about trusts, wills, and anything of the matter; Alex assisted us by informatively answering all of our questions. Her professionalism motivated us to continue with our plans. We had been considering creating a trust for many years, and we never felt ready to share such personal information with anyone until we met Alex. She is trustworthy, hard working, and very organized. Thank you, Alex, for everything that you did to help us have a restful mind regarding the future.” Read more
“The Wagon Legacy did an incredible job at informing my family and I about trusts and breaking down the benefits and different situations. I would recommend them for anyone looking to guarantee their estate is well taken care... of and disbursed according to their wishes. Thank you for your incredible professionalism and pleasant demeanor.” Read more
“Alex is helpful, caring, understanding, knowledgeable and easy to work with! Making a will or trust may not be something we look forward to doing. However, our experience was exceptional and we found peace in completing our... trust! Her practice & personal commitment were a blessing to us!” Read more
“Alex prepared our entire Revocable Trust and Wills in a very timely and thorough manner. Her sessions were well organized and productive. She was very professional and explained every detail so it was easy to understand. We have... recommended Alex to many of our family and friends.” Read more
“So pleased to work with Alex and her team, very knowledgeable and helpful to walk us through all the steps of creating our family trust, and good with following up with us to make sure things stay current! That helps remove the mental... stress of forgetting something, which is well worth the cost of working with such a reliable team!” Read more
“Alex and her team do a phenomenal job from start to finish walking clients through the estate planning process. They are incredibly knowledgeable, professional, and empathetic. I could not think of a better Estate Planning Attorney to send... my clients to. They're the best!!” Read more
“My wife and I came to Alex and her team to establish our living trust. If you are reading these reviews, that means that you are also considering Alex and I would highly recommend The Wagon Legacy. We are extremely happy that we made the decision to come here as everyone here has been great to work with.” Read more
“I went to Alex for estate planning after trying to deal with several other places and I have to say, she was amazing. It's not an easy thing to plan for our expiration, however Alex is so thorough and organized. She really won us over.”
“We truly value and appreciate Alex Varela and her team for drafting, structuring, and completing our estate planning. My wife and I now have peace of mind for having our estate planning done. We highly recommend Varela... Law to all of your friends and family.” Read more
“I worked with Alex setting up my trust and she is very knowledgeable. I highly recommend her and she's always there when you need her. She is also very active in the community.”
“Loved working with Alex. I interviewed several lawyers and decided to go with Alex as I really resonated with her and it was the best decision. She is great with communication and promptly answers emails with any questions, even after... the trust is all set up. I feel at peace knowing that she is on my team.” Read more
“I contacted this law firm regarding some questions I had regarding a trust. Lisa reached out to me and was beyond sweet. They couldn't assist me with what we had going on but Lisa didn't leave me hanging. She gave me the contact info... for another attorney. Thanks Lisa!” Read more
“Alex is fantastic at what she does. She has helped my family get organized with our Trust. She will always follow up and send out important information on any state laws concerning property. I would completely... recommend her if you need to get your will or trust in order.” Read more
What makes
us unique
Learn some of the reasons why you should choose to work with The Wagon Legacy:
From the beginning of your case, we will take the time to get to know you and your family so we can help you come up with the best plan.
We focus on creating comprehensive trusts and making sure your assets are properly funded or assigned to the trust so that probate or court intervention is avoided.
We make it easy for you. We know firsthand how busy families can be. Typically, we will meet 3 times, over the course of 6-8 weeks. You give us the information and we take care of the rest.
After the process is complete, we follow up with you to ensure you don’t have any questions and we are extremely responsive if you do have a question in the future.
Call us now!
Work with a firm that puts your personal well-being before anything else.
Our Process
Use this link to set up a Discovery Call to learn more about our process and schedule a Family Legacy Planning Session.
At the Family Legacy Planning Session (which can be in-person or virtual), you will meet with a member of our Welcome Team who will get to know you and your family, explain our process, and introduce you to our firm
1
You will meet with an attorney who will answer all of your questions and help you come up with the best possible plan for your family.
2
We will send you an easy-to-read outline of your plan and answer all of your questions. A member of our team will be your dedicated person and can set up a meeting with an Attorney to answer your questions.
3
We will review all the documents with you during a 2-hour signing meeting to make sure you understand what you are signing and ask any questions you may have.
4
We will provide you with unlimited guidance to ensure your trust is properly funded - this is critical to avoid probate court and save your family thousands and thousands of dollars!
5
Free Legal Webinars, Videos, and Articles
Visit our Resources page to read helpful articles and watch videos about trusts and estate planning.
A House Divided ⚾️
We Are a House Divided this World Series! My father is a BIG Yankee fan because while he was a child growing up in Cuba,
Did You Choose More Than One Successor Trustee?
When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) to choose one person to