​Three Levels Of Planning
Strategies For Everyone

Estate planning at Sage Legal, LLC is not one size fits all. We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation, and increased growth, we’ve got you covered.

Generally, our fees range between $2,000 up to $10,000 on the high end for an extensive plan that provides significant asset protection after death + maximum protection for your assets from inadvertent loss to a state department of unclaimed property or the court process. It’s our opinion that if you are looking for less expensive planning, there are other options out there, although those options are unlikely to offer the same level of service you will find with us.Estate planning at Sage Legal, LLC is not one size fits all. We offer 3 levels of planning to suit your varying needs. From starter plans primarily for families with young children and little in the way of financial wealth, to more robust plans for well-established families concerned with matters of asset protection, preservation, and increased growth, we’ve got you covered.

We've priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Family Wealth Planning Session, we will review the 3 planning levels with you, and you get to choose your own fee based on all the factors you choose to consider - from your budget to  the planning options that are most important to you and your family. Estate planning is one of the areas where you often “get what you pay for.” And you will know exactly what you are paying for after you connect with us.


Personalized Service

We believe in personalized service for each and every client. Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires, and values,  then guide you to tell us what you want most, so we can create the plan (and you can identify the fee for that plan) that aligns with your objectives for your family and your assets.

We represent families throughout varying stages of life

  • traditional two parent families or single parents wishing to provide for and protect their children and themselves;
  • unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
  • blended families negotiating the challenges of creating new relationships with varying expectations;
  • families with special needs looking to ensure that their children with special needs will be taken care of and able to continue to receive government assistance;
  • high net worth families seeking strategies for minimizing estate taxes;
  • family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;
  • estate executors and beneficiaries navigating the court process of probate administration;
  • family members or trustees carrying out the legacy left behind through a trust administration.

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!

Ensure Your Plan Is Current

We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way, and you are able to feel confident calling us with any legal issue without worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life.

We often serve the whole family and multiple generations of the same family. From free estate checkups for elderly parents, to special events reserved exclusively for our members, to basic planning documents for young adult children, become part of our own client family and feel how much we care.

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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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