More Than Just Your Money
Leaving a Real Legacy - Who You Are & What's Important to You

How We Guide You to Leave a Legacy That’s About Much More Than Just Your Money

After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.

Through our unique legacy process, you can give your loved ones the most precious gift - a lasting expression of your love. What could be more valuable?

At Sage Legal, LLC we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what's important to you – your values, insights, stories and experience.

Let Me Tell You A Story

Several years ago, my dad died.  To this day, I still come across old email messages that I refuse to delete. It’s great to see his words and know how permanent our electronic communications can be. I have photos from my wedding, from his days in the military, his wedding day photos with my mom.

What I don’t have, however, is a recording of his voice. How I wish I had  a recording of my dad telling me what he loved about me, what his hopes for me were, what life lessons were most important to him, what values he most wanted for me, or even just saying my nickname that he had always called me.

He had a special way of telling stories. As a man who spoke only when he had something to say, those words were usually incredibly well chosen. And as someone who came from the South, he had an accent I don’t get to hear often around here. He spoke with a cadence that left you hanging on each word, wondering what the next was going to be. He would have adored my children, and I so wish they could hear his voice. And just one of his stories.

A friend of mine, an estate planning lawyer, kept a voicemail message from her own father after he died suddenly until one day, it was accidentally deleted. It was the only recording she had of his voice. And she lost it. But that loss inspired her to develop the concept of legacy interviews - the same type of interviews we record here today at Sage Legal.

You Could​​​​ Make A Recording, But Who Has Time?

As I developed my estate planning practice into one that felt more meaningful than just a set of documents, I would tell my clients to record a message for their loved ones and put it in a safe place or simply write notes to their children letting them know how they felt about them. But so few people ever actually did it. We all just get so caught up with the day to day of our lives that focusing in on leaving a legacy seems to take a back seat.

I realized that if we  built this into our planning process and not make it just another thing you’ll get done someday, that it would really get done. And be there for your kids and grandkids. That’s why at Sage Legal we make it part of our planning for every client to help you capture and pass on more than just your money: your intellectual, spiritual and human assets, who you are, and what’s important to you.

I’ve had clients express the thought that videos captured on social media would give their kids something to look back on, but think about how many of the pictures you have of your kids don’t have you in them. How many videos include you telling them why you love them? What your hopes are for them? You may need a tissue or two to get through it, but what we capture will be so meaningful to your loved ones when you’re gone. 

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!

We Help You Capture These Precious Moments

Can you picture someone who’s passed away, someone you love and miss deeply? Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you? What if you could hear their voice again?

For more information about how we help you pass on your most valuable assets – your values, insights, stories and experience – to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.

What Would It Be Worth?

Can you picture someone who’s passed away, someone you love and miss deeply? Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you? What if you could hear their voice again?

What if they could speak to you—heart to heart—and share their wisdom and advice? What would it be worth to you to hear their words one more time?

What is it worth to you to know that they’ll always know exactly how much you love them? It’s worth a lot to us and we are honored to be able to provide you and your family with this gift.

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

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