Our Planning Process 
We Ensure Your Confidence

We know, beginning your estate plan is a big step. So our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you and yet we do our best to keep the entire process from stretching out beyond 8 weeks, so you know that within a single month after meeting with Sage Legal, LLC’s Family Business Lawyer™, your family’s plan could be totally taken care of, protected and not at risk of being stuck in court or conflict if something happens to you.

Our planning process is the perfect combination of efficiency and warmth.

Initial Meeting—The Family Wealth Planning Session

The planning process itself begins with our Family Wealth Planning Session, which is not only an opportunity for us to meet and make sure we are a good fit for each other, but an opportunity for you to get educated, informed, and fully empowered to make the right decisions for the people you love.

During the Family Wealth Planning Session, we will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you without a plan in place (or with your old, outdated plan you already have).

You will then be able to determine if there was anything about your current plan (or the state's plan for you) that you wouldn't like and you'll get clear on what you would want to happen if something happened to you.

If We Are A Good Fit...

Assuming there is a good fit between you and our firm, we will educate you sufficiently to allow you to choose the planning level and fee that is right for your family (we have three different planning levels to accommodate your needs). Our fees begin at $2000 for a married couple, less for a single person, and there are no surprises. You know what you are paying once you make your choices. After that and you and Angela or another of our lawyers will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.

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.

Sometimes, depending on the level of planning you choose and the complexity of your situation, a second design meeting is needed or a Whole Family Wealth Audit meeting is offered to review your more complex financial matters and tackle more complicated estate, tax, and asset planning.

Once your plan has been designed to your satisfaction, you will return to our office about 4-6 weeks later to sign your planning documents.  At this point, your family and your assets will be totally protected in the case of your death or incapacity.

In Most Law Firms, The Relationship Ends There

But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm is very different.

After you sign your legal documents, we don’t just send you on your way and wish you luck for the future. Instead, we create an electronic record of all of your legal documents so you can easily access them anytime you need to in the future and then schedule a legacy meeting with you. This is one of the most important meetings of our process because it’s where we:

  • ensure your assets are all owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it’s all been a waste of time and money);
  • make sure everyone you’ve named to take care of your kids, the money you are leaving behind or you - if you cannot take care of it yourself – know just what to do, if and when something happens;
  • capture and plan for your intangible assets – the values, insights, stories, and experiences – you would never want lost.

And this is where we make sure you understand everything we’ve put in place for you and your family.

Then, We Still Aren't Done!

We meet with you at least every three years to review your plan and make sure it stays up to date.  If that’s not included in the planning you are doing, the set of documents you get may not even work when your family needs them.

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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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