Resources

Welcome to the SageVault Resource Library—whether you’re planning for the future, navigating aging parent conversations, or settling an estate as an executor, you’ll find trusted guidance and practical tools to help you here.

News: SageVault Launches to Support Families with Real-Life Resources for Planning and Loss

SageVault helps families plan ahead and navigate loss Austin, TX — May 27, 2025 —...

Vibrant umbrellas create a colorful canopy offering protection, just like laddering life insurance

Laddering Life Insurance: A Smarter Way to Save and Protect Your Family

When most people think about life insurance, they imagine one big policy to cover everything...

What Happens If You Become Incapacitated?

Have you ever wondered what happens if you become incapacitated—mentally or physically unable to make...

Will vs Trust. Close-up of a hand signing a legal document with a fountain pen, symbolizing signature and agreement.

Wills vs Trusts: What You Need to Know to Protect Your Legacy

H2 Block – for sub-headers When it comes to preparing for the future, few topics...

Navigating Alzheimer’s and dementia through legacy planning. A young man and senior sharing a book, fostering connection and learning.

The Long Goodbye: Navigating Alzheimer’s and Dementia

Alzheimer’s disease and other forms of dementia present a unique challenge, often referred to as...

Judge signing documents at desk with focus on gavel, representing law and justice and why probate sucks

Why Probate Sucks: Navigating the Process and How to Avoid It

Losing a loved one is painful enough without adding legal complications to the mix. Unfortunately,...

Man helping Senior man prepare food, signs aging parents need help

Recognizing When Aging Parents Need Help: Signs and Solutions

It often begins with a moment that catches you off guard. Perhaps it’s Thanksgiving dinner...

A respectful funeral planning gathering of family and friends at a funeral service indoors, with floral arrangements and candles.

Planning a Meaningful Funeral: A Comprehensive Guide

Funeral planning during a time of grief can feel overwhelming. When you’re responsible for honoring...

Illustration showing steps to manage online accounts after death.

Digital Legacy Planning: How to Memorialize or Deactivate Social Media Accounts & More

Need to manage online accounts after death? Learn the steps to memorialize or deactivate Facebook,...

Family gathered for an estate planning conversation

How to Start the Conversation: Your Family Discussion Guide

Practical tips for those difficult but necessary family planning talks Starting an estate planning conversation...

Illustration depicting executor responsibilities in estate management

Executor Responsibilities: The Hidden Job Description

What Most People Overlook in Funeral and Estate Planning When a loved one passes away,...

illustration depicting the consequences of dying without a will

No Will? Here’s What You’re Actually Choosing

If you don’t make a plan, the state will make one for you—and it likely...

Free Guide: The Executor's Survival Guide

FEELING OVERWHELMED? 63% of executors report feeling unprepared for their duties, with the average estate taking 570+ hours to settle.

Download "The Executor's Survival Guide: 5 Critical Steps & 7 Costly Mistakes to Avoid" This practical checklist helps you:

Understand the five distinct phases of the executor journey
Navigate critical first steps for securing assets and documents
Avoid common pitfalls like acting without legal authority
Create an organized approach to managing estate responsibilities
Identify when you might need professional assistance

Ready to Secure Your Legacy?

Get personalized guidance to move forward with clarity and peace of mind.