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Legacy Wellness · Free Educational Assessment

What’s Your Legacy Wellness Score?

A Legacy Wellness Score is a calm, clear snapshot of how ready your plan is today — your documents, your family, your assets, your wishes. Know where you stand in two quiet minutes, then see exactly what to protect next.

2 minutes Private — nothing saved without your consent Educational, not legal advice
01

Reflect on where you stand

A short, private set of questions about your documents, your family, your assets, and your wishes — no account required.

02

See your score

Get a clear Legacy Wellness Score — a 0–100 snapshot of how ready your plan is today, with a per-area breakdown.

03

Plan your next step

Book a 60-minute Legacy Wellness Consultation for $395 to discuss your priorities and next steps.

The Assessment

Find your score

Question 1 of 100%
Do you have a will or a revocable living trust?
Private — nothing saved without your consent

After your score

A score is a starting point, not a verdict.

Whatever your score, there is a clear path forward. In a 60-minute Legacy Wellness Consultation, Angela Hsiao, Esq. will discuss your goals, planning priorities, and appropriate next steps in plain language. The fee is $395 and is credited toward eligible estate-planning services if you engage within 30 days, subject to terms.

  • A focused discussion of your goals and current planning
  • Plain-language guidance on estate-planning options
  • A clear next step, whether or not you work with us

Your Legacy Wellness Review

Turn your score into a plan.

Share a little about your situation. After submitting, you can book a 60-minute Legacy Wellness Consultation for $395. The fee is credited toward eligible estate-planning services if you engage within 30 days, subject to terms.

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.

Important — please read

The “Legacy Wellness Score” is an educational self-assessment provided by Sage Legacy Law. Your score is a general, hypothetical reflection based on the limited information you provide. It is not individualized legal advice, is not a substitute for review of your actual documents, and should not be relied upon as a legal opinion, tax advice, or a guarantee of any outcome.

Using this tool and submitting your information does not create an attorney-client relationship, which is formed only upon a signed engagement agreement. This is attorney advertising under California Rule of Professional Conduct 1-400; prior results do not guarantee a similar outcome. See our Privacy Policy and Terms & Disclaimer.