Getting Started
With Sage Legacy Counsel
It’s Easier Than You Think
By now, you've seen that Sage Legacy Counsel is something special. Because you love your family and want to keep them out of court and conflict when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea. Your family deserves the kind of protection, guidance, and love we provide for a lifetime. It's important that you know how we work because we do things a bit differently here than at other law firms. That's why our clients love us so much.
If you are ready to schedule, you can use this
link to schedule with us online
. You’ll note there that you can schedule a quick 15-minute phone call to learn more about us before your Life & Legacy Planning Session. During this call, we will get to know you and educate you about our firm, our process, and our fees. If we seem like a good fit for you, we can then schedule your Life & Legacy Planning Session.
How Long Is A Life & Legacy Planning Session?
When you schedule your personal Life & Legacy Planning Session, we block 90 minutes on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. Then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say, “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
How Much Does a Life & Legacy Planning Session Cost?
Our Life & Legacy Planning Session is $410. If we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. In some circumstances, we will waive the planning session fee, allowing you to secure your appointment with a credit card number. As long as you keep your appointment, nothing will be charged to your card unless you decide to proceed with a comprehensive estate plan after the session. If you must cancel within one week of your appointment, your credit card will not be charged unless you fail to reschedule your appointment within 30 days. If you cannot keep your appointment and choose not to reschedule, your credit card will be charged the $410 planning fee.
We understand that securing your appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those families looking for a long-term relationship with their trusted advisor. We limit the number of new clients we see each week to provide an exceedingly high degree of service to our existing clients. As a result, we must secure your appointment time so that if something comes up and you can't attend your appointment, we will have enough advance notice to open the slot to a waiting family.
What to Do Prior to Your Life & Legacy Planning Session
After scheduling your appointment, you will receive your Life & Legacy Inventory & Assessment and other important information to review before your session. We must have your Life & Legacy Inventory & Assessment returned to our office three days prior to your session or we will need to reschedule. Feel free to call our office at any time if you need assistance completing your assessment or have any questions.
If you have existing estate planning documents, please ensure we have them in our office at least a week before your meeting so we can review them beforehand.
What to Expect the Day of Your Life & Legacy Planning Session
On the day of your meeting, please expect to spend up to 90 minutes with your attorney. The initial meeting has two purposes:
To identify whether there is a good fit between you and our office. To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently. Together, with our guidance, you can make the necessary decisions to ensure your family stays out of court and conflict when something happens to you.
Assuming you and your attorney determine that there is a good fit between our firm and your family, and you identify specific ways you want things to happen differently, we can design a plan for your family right away.
What Happens Next
Once you and your attorney have completed the design of your plan, we will schedule a meeting for you to sign your planning documents approximately four weeks later. We have a process for reviewing your documents with you, making your plan easy to understand. You will know for certain that we understood exactly how you want things to happen when something happens to you, and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and family are protected as discussed during your design meeting.
We see this as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after signing. At our final meeting during the planning stage, we verify that all your asset transfers are on track, whether we are taking the lead or you are, with our guidance. We review your asset spreadsheet with you and ensure all your questions are answered. If any questions arise later, we are always available to answer them at any time in the future, at no charge.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed about changes in the law and other issues that affect your family and wealth. If you participate in one of our Life & Legacy VIP Membership programs, you will have the opportunity to review your plan annually and receive additional valuable services.
Finally, we are always here for you and do not charge for phone calls, faxes, or emails. We welcome your communications!
You'll be amazed at how easy and painless the entire planning process will be for your family.
If you're ready to start the process with your free 15-minute intro call, call us at (334) 649-4911 or schedule online here.