Process
A Process Built Around Your Life
Sage Legacy Law provides virtual estate-planning consultations and services throughout California. Planning conversations, document review, and plan design take place remotely. When documents are ready for execution, in-person signing support, including notary and witness services, is available by appointment as needed. The office is not open to the public and does not accept walk-ins.
Choose Your First Conversation
If you are ready for focused planning guidance, begin with the paid 60-minute Legacy Wellness Consultation ($395), credited toward eligible estate-planning services if you engage within 30 days, subject to terms. If you first want to determine whether Sage is the right firm for you, start with the complimentary 20-minute Fit Call. The Fit Call does not include legal advice or document review.
Custom Plan Design
No templates. Angela designs your legacy plan around your actual life — your family structure, your relationships, your assets, your wishes, your cultural context. The plan will reflect you, not a generic document.
Document Drafting & Review
Angela drafts your documents and walks you through every page. You'll understand exactly what each document does, who it protects, and why it matters. Questions are not just welcome — they're expected.
Signing, Notarization & Trust Funding
Angela guides you through execution — signing, notarization, and the critical step of funding your trust. This means ensuring your assets are properly titled into your trust so it actually works when your family needs it. Most attorneys stop at the documents. Angela doesn't.
Ongoing Legacy Wellness Relationship
Your plan is a living document. As your life evolves — new assets, new family members, new goals, new laws — your plan should too. Angela stays available as your trusted Legacy Wellness advisor for the long term.
What Sets Us Apart
Your Annual Legacy Wellness Review
Once a year, Angela checks in. Has your family grown? Have your assets changed? Has the law shifted? This is not a sales call — it is the ongoing care your plan deserves and the ongoing relationship that sets Sage Legacy Law apart. Like an annual check-up for your health, your legacy plan deserves the same intentional, proactive attention.
What to Expect
Transparency, clarity, and genuine collaboration.
Communication
Clear, timely, and direct. Angela explains legal concepts in plain language — never jargon without meaning.
Pricing
Flat-fee, no-surprise. You'll know exactly what your plan costs before any work begins.
Accessibility
Planning and consultations are virtual throughout California. In-person signing and execution support, including notary and witness services, is available by appointment as needed.
Philosophy
Every recommendation is grounded in your actual life, values, and goals. This is not a template-based practice.
Ready to begin?
Start with a Legacy Wellness Consultation. Angela will take it from there.
Begin the Process