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Ask the Community - The Wagon Legacy
Do you charge for initial consultations? If so, how much?
Thank you for your question! No, we do not charge for initial consultations. In some situations, for example, after multiple cancellations or Saturday appointments, we may ask for a refundable $50 placeholder to reserve the appointment. That amount…
Do your firm do privacy trusts or asset protection trusts?
Thank you for reaching out, Jaime! We can certainly help with privacy-focused estate planning through our trust planning services. However, we do not offer asset protection trusts designed to shield assets from lawsuits or creditors. We'd be happy…
Hello, Do you form LLC's for rental properties that are located in California as part of Estate planning strategy?
Hi Carriage: Yes, we do form LLCs for rental properties that are located in California as part of estate planning strategy and we would be honored to help. Please call us at 714-451-5766 or use the link below to schedule a call. Thank you so much,…
Is this firm qualified to do a special needs trust for an adult with an aging conservator?
Hi Stephanie! Thank you for reaching out. Unfortunately, our firm isn’t able to assist with a Special Needs Trusts for adults with an aging conservator. However, you might consider consulting with an attorney or firm that specializes in special…
My wife and I have been on Medi-Cal for the past 21 months and during this time, I'm concerned that we may have some eligibility issues. Is this something you can advise us on?
Hi Jeff: Since you’ve been on Medi-Cal for 21 months, it sounds like initial eligibility was met. Concerns usually involve income or asset changes, or estate recovery (repayment after death). Please call us at 714-451-5766 so we can get more…
I have a will done elsewhere. I had a bad experience with them so made some changes on my own. Can I get someone to go over my will to make sure nothing slipped by? Can I get a. ballpark $$$ I know each will is different. Thank you.
Hi Mimi, Thank you so much for reaching out. We would be honored to help.…
My mother has already been in medicaid for some years. Is it too late to protect her assets, home?
No, it is not too late. If she is on Medicaid or Medi-Cal in CA, it is important that she has a trust for her home. Medi-Cal can only seek reimbursement for assets subject to probate (please see…
Hello, I had a living trust done for my parents in 2009- My Father passed in 2015 and my Mother just passed away on May 6th,2024 The trust became irrevocable after my Father passed away. There was wrong doing by a family member. can you help?
Hi Mel, Thank you so much for reaching out to us. We are really sorry to hear about your loss.…
Can you help/advise with writing first-time wills that involve business issues, like single owner corporations?
Hi Gabrielle, Thank you so much for reaching out. We would be honored to help.…
Hi, are you specialized in charitable remainder trust?
Hi Amy! This is Alex, attorney and firm owner :) Yes, we can help with charitable remainder trusts. Thank you, Alex
I'm getting married and not sure where to begin to protect my assets. Trust vs prenup? Likely both? Would you be able to help with both? Or do I need two different lawyers? Thank you.
Hi Stephanie, Thank you so much for reaching out. Likely both. I would be happy to explain why. But this text box is limited to 500 characters and my answer was about double that :) Please call us and we can explain: 714-451-5766. Thank you, Alex
Miss Valera, my dad recently passed in December. I am the sole trustee of my parents property, do you handle what to do after? Like property taxes how to add a person to a deed?
Hello Mike, Thank you so much for reaching out. Please provide your phone number and we will give you a call to provide you with some additional information and set up a meeting.…
My wife and I have a revocable living Trust. All our beneficiaries have passed away. We want to add all new beneficiaries to our trust. Will this be a relatively easy process? Is there an easy solution to do this? Jack H.
Hi Jack, Thank you so much for reaching out. Please provide your phone number and someone from our office will call you on Tuesday to gather additional information and…
Hello, Varela. Do you help to review the business contract?
Thank you so much for reaching out. I only help clients with trusts, wills, and probate so I do not review business contracts. However, I do have a referral to a great business law attorney - please reach out to the office at 714-451-5766 if you…
I need to update our Trust. Is this something you could do and if so what is a approx. cost?
Hi A K: Yes, I can help with updating an existing trust. However, when the trust was drafted by another attorney, we have to do a restatement (which means we have to amend it from the first word to the last word). I cannot simply amend another…
Do you have a flat fee for living trust? Price range Please
Hi Alberta, Thank you for reaching out. Yes, Alex does do a living trust for a flat fee. Please…
My mom has dementia and we need to get conservatorship. She has no assets. Is your law practice able to help us?
Hi Monique, First, I'm truly sorry to hear that your mother has dementia and a conservatorship is…
We are interested in getting a revised will and POAs for financial and medical. We are not…
Hi Teri: Thank you so much for reaching out. Yes, I do help with POAs and Wills. However, in cases…
Do you travel to businesses or homes?
Yes, our attorney, Alex, does make house calls and can travel to a home, hospital, or business.
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The Wagon Legacy - willstrustsprobates - Updated September 2026
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