The Wagon Legacy

I was skeptical about the amount of work to get our trust arranged, Wagon Legacy made it easy and they were available for questions along the way. A few quick meetings and it was done. I have recommended the Wagon Legacy to family and friends, give them a try.

I had a great experience working with Wagon Legacy. They were knowledgeable, professional, and patient in explaining the process and answering my questions. I highly recommend to anyone looking for reliable and professional estate planning service.

Rarely do I post reviews though I purchase hundreds of items on Amazon and use services throughout the year, unless I am very impressed by the product or service I have received. And that is the case with Alex Varela and The Wagon Legacy. My wife and I needed to update our estate plans and interviewed several firms. Top of our list was The Wagon Legacy. It’s so happen Alex Varela was hosting a live seminar so we attended one and was very pleased we did. She not only provided a thorough perspective on estate planning but also walked us through their process which seemed both logical and practical. From the onset of the initial call to the first in person meeting with Ricky Santos, left my wife and I were very impressed by their professionalism and commitment to customer satisfaction and service. They walked us through what was involved, what to expect in weeks ahead and what our role was in the process. Their approach to every detail was down to a science which made the whole experience painless and comforting to know we were in good hands. The important Design Meeting with Attorney Michael Seaman was very productive and every minute was put to good use. Michael explained all the intricate details clearly and cohesively making us comfortable knowing we had made the right choice in selecting Alex and her team at Wagon Legacy. They helped us produce a solid estate plan that would last for many years and protect our assets for our beneficiaries down the road. As with others, I am sure we were not alone with the many questions we had along the way and each time we asked a question of Ricky, Michael, Karen, Elizabeth, and even Alex herself, we always received a prompt and thoughtful response, making us even more at ease and gave us the peace of mind we needed. We could not be happier with our choice in choosing The Wagon Legacy and their team of professionals. They are very caring and really interested in helping their clients achieve a sense of peace and comfort, protecting their hard earned assets for the legacy they leave behind. If you are in need of establishing a trust or estate plan, I highly recommend Alex and her team at The Wagon Legacy. You surely will not be disappointed and will leave having the confidence you have made the right choice. We certainly did. Kudos Alex! You have created a winning team that has and will continue to help many more like us for years to come God bless you, your family and your wonderful team at The Wagon Legacy!!!

We are so glad we chose Wagon Legacy to create our Living Trust. They were incredibly thorough and took the time to answer all of our questions and concerns. The entire staff was professional, friendly, and made the whole process seamless.

After a wonderful presentation, I had a Super helpful conversation with Alexander on a call today! Explained the legal guidance I wanted to receive for my estate planning. He listened & had several great ideas for me. With that confidence, I’m moving forward with Wagon Legacy & I can’t wait to get started!