Attorneys in all practice areas in Brea, California

"Back in 2019, my wife and I decided to establish a Revocable Trust. Our choice to work with Alex Varela and her team at Wagon Legacy has turned out to be one of the best decisions we made. Time and time again, as we started the process of funding our Trust accounts, the financial institutions have commented on the excellent Trust documents addressing our unique needs. Fast forward to 2026. Wagon Legacy's team has been expanding; and we spotted a new addition to the team, Ms. Angela Zeng, who can also converse in Mandarin. The timing was right for us to make some adjustments to our Trust Documents, so we requested a meeting with Angela. At our first meeting, Angela was very patient and thorough in her explanations and recommendations on suggested changes. My wife was very happy to have someone explain some of the more complex issues in Mandarin. This really helped a lot, as we navigated the more intricate issues involved. The second meeting with Angela to go through in detail, all the revisions to the documents, took longer, of course; and again Angela, very patiently went through the process, switching languages as needed, to ensure that we understood the implication of the changes. The Wagon Legacy support team members are just as efficient. All in all, a pleasant experience for us. Thank you for your help!"

"After interviewing several trust firms for our estate planning, we met with The Wagon Legacy. While our case wasn't overly complex and their quote was in the "high-middle" range, Alex and her team immediately stood out. We were so impressed that we hired them on the spot. Alex is not only incredibly knowledgeable and professional but truly passionate about her work. She was always prompt with emails, patient with our questions, and provided thorough guidance every step of the way. The entire process was seamless. We couldn’t have asked for a better experience—highly recommend!"

"Our experience with The Wagon Legacy was excellent. Alex is knowledgeable, patient and helpful. Establishing a trust includes many decisions and attention to detail. Alex was very helpful in walking us through the process along with the pros and cons of decisions we were making. Elizabeth is pleasant and also very helpful. Overall the process was smooth and they made it much easier. The Wagon Legacy thought of everything even things we didn’t. The final Trust Binder is very thorough, high quality and impressive. You won’t be disappointed using the Wagon Legacy. Carol"

"The Wagon Legacy was exactly what I was looking for. Friendly and professional staff. The process for my Living Trust was seamless and efficient and the firm was very knowledgeable. I develope led a good sense of trust while working with them. Highly recommend their services!! Thank you"

"⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️ I would give more than 5 stars if there was an option. Setting up a family trust can be expensive and daunting which made my husband and I drag our feet but we knew how important it is to have. We were referred to The wagon legacy team by another friend because they said that they would literally hold our hand throughout the entire process and made it seamless. Well…our friends were right! They helped us every step of the way and we were also happy to see that there were many options to choose from that fit best for my family so it isn’t a one size fits all type a deal and they are always there to follow up to make sure we know how to get whatever information we need for our finished product. We also not only received a beautiful, professional binder with all our information but we also got a flash drive with everything on it as well. I’ve already told people about them because I know they are trust worthy and on point. Thank you wagon legacy for taking the weight off my shoulders and making my life planning so much easier and seamless. ⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️⭐️"