Legacy Planning

You don’t need a lawyer first. You need a roadmap.

Get clear on what decisions matter, align your family, and prepare before you pay legal fees.

Family Alignment

$297
  • Pre-meeting to define goals
  • Guided 60–90 min family session
  • Clarify roles + expectations
  • Professional referrals
Choose Plan

Lawyer Prep

$599
  • Audit of existing documents
  • Identify gaps + action steps
  • Clarity on what you actually need (no bias or sales pitch)
  • Lawyer preparation package
  • Clarity so you don't overpay
  • Professional referrals
Choose Plan

Executor Playbook

$1299
  • Customized executor plan & step-by-step instructions
  • Full inventory of assets, accounts, and valuables
  • Executor toolkit: everything they need, all in one place
  • Organizational tools & templates
  • Family conversation support
Choose Plan

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.

Schedule a Consultation

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