Reviews

I had a wonderful experience with The Wagon Legacy in setting up my new estate planning documents. Their prices were very competitive, and they walked me through every step of the process and made sure that assets and other items were correctly documented as being in the estate. I didn’t think about some of these things on my own and am grateful for their advice. I am now relieved that passing on my estate will be a stress-free experience to my heirs. Highly recommended!

I had a wonderful experience with Wagon Legacy for my family trust. They answered every question and concern I had and made me feel relieved that everything was done correctly so I don’t have to worry anymore. Thank you Wagon Legacy!!

A Trust isn't for the person or couple creating it. It's to ease the burden of Estate Management and settlement during an emotionally challenging time. A comprehensive, organized Trust and support staff is a costly investment in your life legacy. Shopping for price, while a natural tendency should be less crucial than obtaining a complete, durable and legally sound end of life plan. Our experience with The Wagon Legacy was excellent, from the support staff, paralegals to the Trust attorneys. They were very organized and provided us with a step-by-step process which included a series of meetings adequately spaced apart so we could complete all necessary paperwork, documents, forms, etc. This ensured that every meeting was productive and they were just that. We walked away with a comprehensive Trust Binder and confidence that the support will also be provided by The Wagon Legacy once it is time for it to be administered. I highly recommend The Wagon Legacy.

Very helpful and answered all our questions. They return our calls in a timely. Everyone has been so nice and informative. Highly recommend them.

My husband and I used the Wagon Legacy to set out our family trust and final wishes and we were so pleased with the experience. We first heard Alex speak at an event presentation and she was so warm and genuine the way she spoke about her background and her own family that my husband knew immediately she was the one he wanted to set up our family’s needs. Her office and staff were excellent and so completely organized that we felt very confident with them. The process was pleasant and easy (in our case) and I’m sure complicated cases wouldn’t be a problem as they all seem very experienced. I highly recommend Alex and the Wagon Legacy. We really loved her and the entire process.

We recently created our family trust with Wagon Legacy and they did a great job! They spent time explaining the whole process up front. Once we decided to go forward they walked us through each step and have always been very responsive when we have any questions. I have already recommended them to friends and will continue to do so.

Amazing service, quality and value. Even assisted with providing copies of our Family Trust for an out of state attorney. I was so pleased, I had them review my mom's family trust. Thanks to The Wagon Legacy for everything!

Working with Alex and her team was a dream. They were fast, clear about the legal jargon and made us feel comfortable with our decisions. Alex and her team were knowledgeable and gave us great advice about the estate planning topics that we weren’t sure about or hadn’t thought about preparing for. I’ve given Alex’s name to many friends and family already!! Thank you, Alex!!

Very helpful and knowledgeable from beginning to end. They will also keep you updated timely during the process of writing your trust. Very professional and compassionate staff. Thank you!

We found Alex Varela and the staff at The Wagon Legacy to be extremely professional and helpful. They guided us all along the way, answering our questions, and assisting us as we prpared our family trust. We expected this to be a long and difficult process but we got through it much more quickly than expected and it was not difficult at all. We would recommend them to anyone looking to have a trust prepared.

We are writing to highly recommend Alex Varela of Wagon Legacy as an exceptional trust attorney. Having the privilege of working in the escrow field for over 50 years I was exposed to many trusts. In my experience Wagon Legacy stands out due to their in depth knowledge of trust law. Their communication skills are excellent. They have a knack for explaining complex legal matters in a way that is easily understood.