Protect your people, not just your property.

Executor support and legacy planning that brings clarity, saves time, and preserves family harmony—before and after a loss.

Take the Quiz

Estate and aging plans can feel overwhelming—what do you actually need? Our quiz simplifies the process, giving you practical answers and compassionate guidance to move forward with clarity.

Subscribe to the Newsletter

Whether you’re navigating aging plans or settling a loved one’s estate, the SageVault newsletter offers compassionate guidance and practical tools to bring clarity and peace of mind.

Free Resources for Every Stage of Your Journey

Our Resource Library provides families with practical tools and expert guidance to navigate aging, planning, and loss with confidence:

Conversation Guides for discussing aging and end-of-life wishes with loved ones
Document Checklists to organize important information before it’s needed
Expert Articles on recognizing when parents need help, understanding estate basics, and managing executor duties
Family Communication Tools to reduce conflict and strengthen relationships during difficult transitions

Start your journey with clarity today—no matter where you are in the process. Explore our free Resource Library.

Professional Support When You Need More

For families who need personalized guidance beyond our free resources, we offer professional advisory services to provide steady support through life's most challenging transitions.

Legacy Planning

Start important conversations and organize your wishes, documents, and family information—before it’s needed.

Executor Services

Professional guidance for families navigating the emotional and logistical realities after a loss or when supporting aging loved ones.

Why Families Choose SageVault

Save Time & Stress

Executors spend 570+ hours on average managing an estate. Our step-by-step support lightens the load so nothing falls through the cracks.

Avoid Costly Delays

The average cost to settle an estate can top $14,000. We help you prepare and stay organized—reducing unexpected fees and delays.

Protect What Matters

Most families don’t have a clear plan. SageVault makes it easy to get started—bringing clarity and comfort to those you love.

Real Experiences from Real Families

“With the right support, we negotiated a major debt down by 62%. It wasn’t just about saving money—it was about feeling empowered when we needed it most.”

James Y.

Have Questions? We're Here to Help

Whether you’re noticing signs an aging parent needs help, starting important family conversations, or managing responsibilities after a loss—we offer free resources and optional professional services to provide the support you need.