Legacy Planning

A Will Tells Them Who Gets What. It Doesn't Tell Them What to Do Next.

Most families assume the hard part is writing the plan. The hard part is making sure the people you love can actually carry it out. SageVault bridges that gap.

Start with a Free Consultation

What Executors Face Without a Plan

Having a will is not the same as having a plan your family can follow. Even well-prepared estates lose significant time, money, and family harmony when documents are outdated, accounts are scattered, and no one has been told what to do or in what order.

 

  • Families spend months, sometimes years, untangling what should have been straightforward
  • Outdated beneficiary designations, missed tax elections, and avoidable delays reduce what your family actually receives
  • Without clear communication, even close families experience conflict over intentions that were never written down

This is fixable. And it’s much easier to fix now than after a loss.

How We Work Together

Two steps. One complete picture.

Step 1: Legacy Planning Assessment

$1,299 — Understand where you are. Know what needs to change.

 

Before anything gets organized or documented, we need to understand what you actually have, what your plan currently means for the people you’re leaving behind, and where the gaps are. This is where we start.

 

What’s included:

✓ Full review of existing documents, accounts, and assets

✓ Family meeting facilitated by SageVault

✓ Plain-language education on what your current plan means for those left behind

✓ Gap and risk identification

✓ Alignment on next steps (updating documents, hiring the right professionals, etc)

✓ Roles assigned so nothing falls through the cracks

You leave with clarity on where you are, what needs to change, and who is doing what next.

 

We don’t build the playbook for a plan that has gaps. This step is not optional.

Step 2: Executor Playbook

$999 — available after completing the Assessment

 

Turn a solid plan into a guide your family can actually follow.

 

Once your plan is reviewed, gaps are addressed, and next steps are underway, we build the playbook. This is the document your executor will rely on: organized, complete, and written in plain language so there’s no guessing.

 

What’s included:

✓ All accounts, assets, and documents organized and accessible

✓ Written executor instructions: what to do, when, and who to call

✓ Beneficiary designations verified and documented

✓ Inventory of physical, digital, and financial assets

✓ Family communication templates and document access plan

✓ Secure digital filing system established

 

Your executor gets a complete guide they can actually follow, not a folder of documents and a good luck.

Start with Step 1

Full Legacy Planning Package (Step 1 + Step 2): $2,298

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

Schedule a free 30-minute consultation. We’ll talk through where you are, what you’re trying to protect, and whether SageVault is the right fit for what comes next.

Schedule a Consultation

Tara helped us organize everything and guided us through details we hadn't even considered. Planning from the executor's perspective made us feel protected and completely prepared.

— Lina L., supporting her mom through estate planning

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