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The Wagon Legacy, a trusted Estate Planning Attorney in Placentia, CA, provides comprehensive legal services to individuals, families, and businesses. Our experienced Attorney specializes in creating personalized estate plans that cater to your unique needs and goals. At The Wagon Legacy, we understand the importance of protecting your assets, ensuring your loved ones are taken care of, and achieving peace of mind. Our expertise includes wills, trusts, probate, guardianship, and conservatorship. We take a compassionate and professional approach to guide you through the estate planning process, ensuring your wishes are respected and your legacy is preserved. Conveniently located at 1277 E Imperial Hwy, Placentia, CA 92870, our office is dedicated to providing exceptional service and tailored solutions to meet your specific needs. Whether you're seeking to create a new estate plan, update an existing one, or require legal guidance on estate administration, The Wagon Legacy is your trusted partner. Contact us today to schedule a consultation with our experienced Estate Planning Attorney and take the first step in securing your legacy.

The Wagon Legacy Review Summary

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(68 Reviews)
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Kevin Angulo
Kevin Angulo -Google user
2 weeks ago
My wife and I assisted her parents in getting Trust. Her parents had numerous assists and they wanted to ensure these assets went to the person they wanted to have it. I did some research and found Valera Law. Upon reading up...Read More
Eliza Virgo
Eliza Virgo -Google user
2 weeks ago
We did not know any attorney for family trust. An Ad on Yorba Hills Neighbors magazine in January 2021 caught our attention. We made an appointment, and they did not disappoint from initial consultation to final signing of the documents. From the front desk, the...Read More
Beau Rich
Beau Rich -Google user
2 months ago
Highly Recommend The Wagon Legacy for Estate Planning We worked with Alex, Steve, and the entire team at The Wagon Legacy in 2024 to set up a family trust, and we are beyond happy with the experience. They were extremely knowledgeable, professional, and supportive throughout the...Read More
Douglas Hunt
Douglas Hunt -Google user
2 months ago
The Wagon Legacy The Wagon Legacy team merits a five star rating. Their thorough consideration of the various facets of trusts and wills has been tremendously helpful, and allowed greater peace of mind. I first worked with The Wagon Legacy in 2018. As...Read More
Jess N.
Jess N. -Google user
2 months ago
I highly recommend The Wagon Legacy for securing a trust for your home. After spending time reading reviews and making some calls, I found that The Wagon Legacy lived up to their Five-Star rating. After my initial consultation there were three more meetings which completed...Read More
Kelly Ridenour
Kelly Ridenour -Google user
Edited 3 days ago
I highly recommend the Wagon Legacy for your estate planning needs. From start to finish the process was smooth, thorough and efficient. Staff was friendly and knowledgeable. Excellent communication and follow-up as well. You will be in good hands with the Wagon Legacy.
Oria Jacobs
Oria Jacobs -Google user
2 months ago
We are so grateful The Wagon Legacy was recommended to us by a good friend and her husband. It was something we had been putting off but after experiencing the unexpected death of my beloved Mom and dealing with probate we took this necessary...Read More
Mark Roland
Mark Roland -Google user
3 months ago
Alex Varela and the whole Wagon Legacy team did a phenomenal job updating an existing trust that I had created with another firm over a decade ago. Alex was responsive, detailed, and generous with her time. And the whole team did a great job moving...Read More
Dave Knight
Dave Knight -Google user
3 weeks ago
We had 3 law firms recommended to us for estate planning by a financial advisor. I called all three without any of them actually answering the phone. We did some research and Wagon legacy had excellent reviews. They answered the phone and the initial interview to...Read More
Noosheen Swad
Noosheen Swad -Google user
4 months ago
All staff (lawyers, paralegals, etc.) we encountered at Wagon Legacy were extremely professional, knowledgeable, efficient, understanding & kind. Our 1st meeting with Jeffery was exceptional! Thank you Jennifer for the time you spent with us & all the timely follow-ups. Cannot say...Read More
John Francis
John Francis -Google user
3 months ago
My Wife and I Started working with The Wagon Legacy Team early this year, 2025. I have known for years that we needed a strong family Trust and Will, and after finding out about what could happen to my family's estate if I passed away...Read More
Jeremy Logeot
Jeremy Logeot -Google user
a month ago
I can't say enough great things about the Wagon Legacy! From the first phone call, they made the trust and estate planning experience pleasant, easy and stress-free. They made sure that we understood complex legal concepts and made it easy …
Wency Villaluz
Wency Villaluz -Google user
4 months ago
I updated my trust with The Wagon Legacy. I have dealt with a couple of lawyers to do my trust and update them. I did not go through with those lawyers I met because they made me feel unwelcome, not having personal touch as ones...Read More
David Bertran Serracanta
David Bertran Serracanta -Google user
4 months ago
I would completely recommend The Wagon Legacy to my dearest friends and family. They have been incredible in setting up my Trust. They are incredibly knowledgeable, straightforward, affordable and they speak Spanish (if that matters to you, …
Marisa Urrutia Gedney
Marisa Urrutia Gedney -Google user
5 months ago
Alex and her team are compassionate, professional, and skilled in what they do. Working with Wagon Legacy to update our trust after a death in the family turned a daunting task into a very organized process that wasn't overwhelming at all. …
Lori Perez
Lori Perez -Google user
4 weeks ago
Thanks to The Wagon Legacy for giving me the gift of peace of mind! Knowing that my family, and the things I have worked so hard for, are protected. I encourage you, as a friend encouraged me, to reach out to The Wagon...Read More
Nicole F.
Nicole F. -Google user
7 months ago
My husband and I needed a restatement of our trust executed over 20 years ago. After reading the reviews online, we both agreed to call the Wagon Legacy. Our first meeting was with Jeffrey, who was very enthusiastic in introducing us to the …
Maghan Beaudrault Seta
Maghan Beaudrault Seta -Google user
5 months ago
We just finished our estate planning to establish a trust for our son. We primarily dealt with Gustavo and loved him. He was patient, thorough, explained everything in great detail and was easy to follow. Everything was organized, on time, …
Haocheng Guo
Haocheng Guo -Google user
5 months ago
Alex and her team are extremely great. Warm, precise, professional, great delivery in the outcome. We had a great experience with her from scratch to form our own trust plans. Alex and her team will walk you through everything and you would not miss a...Read More
Veronica Ixta
Veronica Ixta -Google user
7 months ago
Don’t look for another office, just go to the Wagon Legacy! They will point you in the right direction. During my research I found that many estate planning lawyers/ offices were exorbitantly expensive to the point where you would go broke …

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Service options

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Accessibility

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Amenities

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Planning

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check icon Identifies as Latino-owned