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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.

The legal team at The Wagon 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.

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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.

Attorney Alex Varela
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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

What makes
us unique

Learn some of the reasons why you should choose to work with The Wagon Legacy:

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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.

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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.

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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.

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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

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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!

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Free Legal Webinars, Videos, and Articles

Visit our Resources page to read helpful articles and watch videos about trusts and estate planning.