Getting Started
Why Work With Sage Legacy Counsel?
At Sage Legacy Counsel, we understand the importance of personalized estate planning. Many estate planning attorneys take a “one-size-fits-all” approach, aiming to work with as many clients as possible in a short period. This method often results in an impersonal experience for clients and can lead to unintended consequences for families in the long run.
The Pitfalls of One-Size-Fits-All Estate Planning
When attorneys don’t take the time to listen and consider a family’s unique circumstances, the resulting Will & Trust Documents may not reflect the family’s true wishes. Without regular reviews or updates, these plans can quickly become outdated, failing when your family needs them most. While it may be cheaper upfront to get standard documents, this approach often proves more expensive in the long run, leaving families at risk of costly and unnecessary court processes during times of grief.
Why Choose Sage Legacy Counsel?
Sage Legacy Counsel is the right choice if you want assurance that your estate plan will work when you and your loved ones need it most. If you only need a set of legal documents, there are many online resources and traditional lawyers available. However, if you want a plan that will keep your family out of court and conflict and ensure your assets are protected from the government, we are the right fit for you.
How is Sage Legacy Counsel Different?
Transparent Fees: All our fees are fixed and agreed upon in advance, so there are no surprises. During our initial meeting, you will choose the level of planning and fee that works best for your family.
Continuous Support: We don’t just prepare legal documents and send you on your way. We ensure your assets are owned correctly, your children’s well-being is planned for, and everyone named in your plan knows what to do if something happens to you. We also work to prevent your assets from becoming part of the $58 billion of unclaimed assets in the United States.
Regular Reviews: We review your plan at least every three years and annually through our Family Wealth VIP Membership program, fostering a lifetime relationship with our clients. As life changes, so does your plan to keep it up-to-date.
Dedicated Team: Our team is always available to answer your questions and make the planning process easy and painless for you and your family. We assist in ensuring your assets are titled correctly now and throughout your lifetime.
Comprehensive Advisory: We help you make smart choices about insurance, college savings, and retirement planning to avoid unnecessary expenses and protect you from unscrupulous salespeople.
Legacy Planning: We believe in planning beyond financial wealth. Our plans include a process to transfer your most important personal wealth to your loved ones, including intellectual, spiritual, and human assets—who you are and what’s important to you.
Questions to Ask Before Hiring an Estate Planning Lawyer
Before engaging an estate planning lawyer, ensure the plan will truly work when your family needs it. Don’t let a set of legal documents provide false security and keep you from doing what’s best for your loved ones.
Conclusion
At Sage Legacy Counsel, we are committed to creating estate plans that work when your family needs them. Contact us today to ensure your loved ones are protected and your legacy is preserved.