Complimentary · 20 Minutes
A brief conversation to find the right next step.
The Fit Call is a short introductory conversation to understand what you are looking for, explain how Sage Legacy Law works, and determine whether our services are a good fit.
What we can cover
- Your planning goals at a high level
- An overview of our services and process
- Whether a paid Legacy Wellness Consultation is the appropriate next step
What this call does not include
This is not a legal consultation. It does not include legal advice about your specific circumstances, document review, customized recommendations, or a detailed planning strategy. Those require a separate paid consultation and, where appropriate, an engagement agreement.
No preparation needed
Please do not send account numbers, confidential documents, or sensitive financial information when booking. Booking a Fit Call alone does not create an attorney-client relationship.
Limited appointments are offered on Monday and Friday mornings.
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