​Estate Planning

Planning For Everyone You Love and Everything You Have

Do you know what would happen legally- to you, your loved ones, your money, and everything else you care about – if something unexpected happened to you?

If you have an estate plan and it's out of date, your assets could be lost to a state department of unclaimed property (also known as “escheating” to the state), or to an unnecessary court process.

If you don’t have an estate plan, the State of New Hampshire and Commonwealth of Massachusetts  have a plan for you. And, it's probably not what you would want.

If you don't know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.

How Do We Help You With Estate Planning?

We conduct a Family Wealth Planning Session, where we spend time together and you’ll get informed.  Before your Family Wealth Planning Session, you will complete a Family Wealth Inventory and Assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it’s a fit to work together, then we can design an estate plan together that will best suit the needs of your family.

The foundation of your estate plan will often include a revocable living trust; you transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that, when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes (especially important in Massachusetts where the state estate tax kicks in at $1,000,000).

For people with additional needs, we provide advanced estate planning services.

Can I DIY My Estate Plan?

Unfortunately, many plans don't work because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which "plan" is right for you, and fits you into a template. This is not estate planning; it is little more than a “search and replace” of your family’s name and then a hit of the “print” button, which spits out form documents.

Name Legal Guardians Here

In 10 minutes, this FREE website will help you protect your kids if something unthinkable happens to you prior to creating your formal estate plan. Think of it as the first step to ensuring your kids are raised by the people you want, in the way you want, no matter what.

We Are Professional Estate Planners

Your Family Business Lawyer™ at Sage Legal, LLC will educate you, take the time to get to know you, your family, your concerns, your goals, and your issues and will gladly and patiently answer all your questions to produce an estate plan that is just right for you and will keep your loved ones out of court and out of conflict.

Free Report:
​No Time For Estate Planning Mistakes

Learn the 6 Common Mistakes People Make When Hiring an Attorney.


Let me help you protect the people and things you love to make sure they stay out of Court and out of conflict.

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Featured In

Family Business Lawyer
National Association of Estate Planners and Councils
New York Times
The Wall Street Journal - WSJ

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