Legacy Planning

A Will Isn't Enough. Your Executor Needs a Playbook.

Give your family the clarity, organization, and step-by-step guidance they'll desperately need when you can't explain it yourself.

What Executors Face Without a Plan

When someone dies, their executor doesn’t just handle paperwork—they inherit a full-time job with no training manual.

Without clear guidance, executors spend hundreds of hours:

Hunting for documents, accounts, and passwords
Figuring out what to do, in what order, with no roadmap
Managing family expectations and preventing conflict
Navigating legal and financial processes they’ve never seen
Making costly mistakes that drain time, money, and relationships

A will tells executors who gets what. It doesn’t tell them how to actually do the job.

The Executor Playbook

Everything Your Executor Needs—Step-by-Step, Organized, and Ready

The Executor Playbook is a customized, comprehensive plan that eliminates confusion and reduces stress for the people you leave behind.

Instead of spending months figuring it out, your executor gets:

✓ Customized executor roadmap – Step-by-step instructions tailored to your estate

✓ Complete asset inventory – Accounts, properties, valuables, digital assets—all documented and organized

✓ Executor toolkit – Templates, checklists, and everything they need in one place

✓ Organizational system – No more scavenger hunts for passwords, documents, or details

✓ Family conversation support – Guidance on how to communicate the plan and prevent conflict

Your executor knows exactly what to do, where everything is, and how to handle your estate with confidence—not chaos.

Not Ready for the Full Playbook? Start Here.

$297

Pre-meeting to define goals
Guided 60–90 min family session
Clarify roles + expectations
Professional referrals

$599

Document audit & gap analysis
Unbiased clarity (no sales pitch)
Lawyer preparation package
Professional referrals

Our Legacy Planning Services

Estate Planning Education

Learn what to expect before meeting with an attorney, so you can make informed choices with confidence.

Communication Planning

Create the words and structure to share your plan clearly with family and your executor.

Decision-Making Support

Clarify your goals around wills, trusts, guardianship, healthcare directives, and asset distribution.

Document Readiness

Know what documents you need and how to organize them so professionals can act efficiently.

Executor Preparation

Identify the right person and ensure they understand their role—minimizing stress later.

Relational Protection

Reduce the chance of future conflict by aligning your wishes with the emotional needs of your loved ones.

Ready to Create Peace of Mind for You and Your Family?

Schedule a free consultation today to learn how SageVault can help you build a plan that protects what matters most—your people, your legacy, and your peace of mind.