​How To Get Started
It's Easier Than You Think

By now you may think that  Sage Legal, LLC something special and because you love your family, and want to keep them out of court and out of 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. You know 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. 

Alternatively, if you are ready to schedule immediately, you can use this link and schedule with us online.

You'll note there that you can schedule a quick 15-minute phone call to learn more about us, or you can schedule a full Family Wealth Planning Session. Choose the option that's best for you. If you do choose the Family Wealth Planning Session, please make sure you've read up on what we'll do together in that meeting before you come in, so that you come in prepared to be educated, informed, and make empowered decisions for the people you love.

Schedule Your Family Wealth Planning Session

Call our office at 603.777.7438 to schedule your personal Family Wealth Planning Session with one of our expertly trained Family Business Lawyers. We see clients on select days a week (we do the work on the others!)and we even have limited evening or weekend appointments available for those who know they are truly ready to move forward to make planning as convenient for you as possible.

How Long Is A Family Wealth Planning Session?

When you schedule your personal Family Wealth Planning Session, we block 2 hours 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 together, we will guide you gently to look at what would happen for your loved ones and with your assets when you are gone. And then, we’ll look at what you want to happen if that is different than the state’s default plan 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.

Thank You

Thank you so much for your interest - I know you have a lot of options when it comes to legal planning. Sage Legal, LLC has quickly become a trusted partner within the Exeter community and surrounding areas. Odds are, if you’ve made it this far, you’re here for a reason!  We look forward to talking with you to determine if we are a fit for each other. Schedule today!

How Much Does A Family Wealth Planning Session Cost?

Our Family Wealth Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. In many circumstances, we will waive the planning session fee when you secure your appointment time with a credit card number (we have a 72 hour cancellation policy, with certain common sense exceptions). You may also have this fee waived when you complete your “homework” assignment in advance of our meeting. That way, we can make the best highest use of our time together, even if you do not hire us to complete your plan.

We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We keep our client base limited so that we can devote more time per client to achieving a plan that reflects their wishes and captures their values. Last minute cancellations that could have been avoided take appointment time from other people who could have benefitted from that meeting slot (or worse, had an emergency situation of their own that left them needing our services). We understand that emergencies occur, and will work with you if you have an unexpected circumstances that necessitates a last minute change, but please understand that cancellations affect more than just you!

What To Do Prior To Your Family Wealth Planning Session

After scheduling your appointment, you will receive your Family Wealth Inventory & Assessment and other important information that you will want to review and complete prior to your personal Family Wealth Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session or we will likely need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Assessment or have any questions at all.

If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you. If you have been lucky and received an appointment on such short notice that you cannot meet these deadlines, please contact us to discuss in advance after you book online.

What To Expect The Day Of Your Family Wealth Planning Session

On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:

  • To identify whether there is a good fit between you and our Family Business Lawyer™
  • To educate you about the law and what would happen if you died with your current (or no) plan in place.
  • To identify whether there is a good fit between you and our Family Business Lawyer™
  • 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 and then, together with your Family Business Lawyer's guidance, make the decisions that are necessary (including choosing your own plan in the fee level that is comfortable to you) to give you the peace of mind of knowing your family will  stay out of court (with very limited exceptions - these do vary state by state), and out of conflict, when something happens to you.

Assuming that you and your attorney determine that there is a good fit between our firm and your family, you and your Family Business Lawyer™ can begin to design a plan for your family right away.

What Happens Next?

Once you and your Family Business Lawyer™ have completed the design of your plan, you will meet with our plan coordinator who will review your assets to ensure that everything you own will be titled for maximum protection. After that, you will schedule a meeting for you to sign your planning documents approximately 4 weeks later.

We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way 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 your family are protected as discussed during your design meeting.

We see the signing meeting as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.

At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track, whether we are taking the lead on your behalf, or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.

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 as long as you keep us informed about any address changes, we keep you informed about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our Family Wealth VIP Membership programs, you will have an opportunity to review your plan on an annual basis, and we will provide your family with a number of other valuable services.

Finally, we are always here for you and we don't charge you for phone calls, faxes, or emails. We welcome your communications!

You'll be amazed at how easy and painless the entire planning process can be for your family.

Click to schedule online.

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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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