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Paid · 60 Minutes

A thoughtful review of your legacy, priorities, and next steps.

The Legacy Wellness Consultation is a paid, focused session for people ready to discuss their estate-planning goals in more depth. We will explore your priorities, identify the areas that may need attention, and discuss an appropriate path forward. The consultation fee is $395 and will be credited toward eligible estate-planning services if you engage Sage within 30 days, subject to the engagement terms.

Your Consultation

A focused hour for your planning questions.

01

Understand your priorities.

Discuss your family, property, goals, and the decisions you want your plan to support.

02

Identify planning needs.

Explore the issues and planning areas that may warrant attention based on the information you share.

03

Clarify the next step.

Review an appropriate service path, anticipated scope, and fee range. Final scope and recommendations depend on the facts and engagement terms.

Good Fit

This is the right conversation if:

  • You are ready to discuss California estate planning in depth
  • You want to review your goals before choosing a planning path
  • You own property, have children or dependents, or have a more involved family or asset picture
  • You are prepared to invest in a professional consultation

 

A different next step may be better if:

  • You only need to determine whether Sage is the right firm to contact
  • You need urgent advice about a dispute or legal deadline
  • Your matter is outside Sage’s scope or California practice
  • You are seeking a free document review or a guaranteed outcome

Before Booking

A few questions to make the hour useful.

Share high-level information so Angela can prepare for the consultation. Please do not submit account numbers or other unnecessary sensitive details.

The $395 consultation fee is credited toward eligible estate-planning services if you engage Sage within 30 days, subject to the engagement terms. Booking alone does not create an attorney-client relationship.

We collect your name, email, and any details you share to respond to your inquiry and evaluate whether we can help. Please avoid including sensitive health, financial, or immigration details until an engagement is established. Attorney advertising — submitting this form does not create an attorney-client relationship. See our Privacy Policy.

We collect your name, email, and any details you share to respond to your inquiry and evaluate whether we can help. Please avoid including sensitive health, financial, or immigration details until an engagement is established. Attorney advertising — submitting this form does not create an attorney-client relationship. See our Privacy Policy.

Just checking whether we are a fit? Book a complimentary 20-minute Fit Call →