Legacy Wellness Planning

Start Here.

You don’t need to know legal terminology or have every answer before you begin. Start with what matters to you, and we’ll help you understand your options.

Whether you’re planning ahead or responding to a life change, you can start where you are. We’ll help you find a thoughtful next step for the people and things you care about.

Find Your Starting Point See How It Works

Choose Your First Conversation

A first step that fits where you are.

You can start with a brief conversation about fit or book focused planning guidance. Both are valid ways to begin.

Complimentary · 20 minutes

First, see if we’re a fit.

Talk through your goals at a high level, learn how Sage works, and decide whether a deeper consultation makes sense. No legal advice or document review is included.

Book a Fit Call

Paid · 60 minutes · $395

Ready for focused guidance?

Explore your planning priorities and possible next steps in a dedicated session. The $395 fee is credited toward eligible estate-planning services if you engage within 30 days, subject to terms.

View Consultation Details

Prefer to tell us a little about your situation first? Continue to the confidential intake below.

The Difference

A document is not a legacy system.

Most estate planning is treated as a one-time transaction — produce the documents, sign them, file them away. Legacy Wellness Planning is different. It treats your estate plan as an evolving system designed to function over time, not just at the moment it is created.

	One-Time Transaction	Legacy Wellness System
Scope	Documents produced	Ecosystem designed
Timeline	One-time engagement	Ongoing relationship
Approach	Template-based	Custom-designed
Review	Only when crises arise	Proactive + preventative
Funding	Often overlooked	Guided and coordinated
Coordination	Isolated legal work	Advisor-integrated

The Process

Three phases. One continuous system.

A conversation, not an interrogation.

Understand

Begin in the way that suits you: choose a complimentary 20-minute Fit Call to explore fit, a paid Legacy Wellness Consultation for focused guidance, or the brief confidential intake below if you would like help identifying the right next step. No legal preparation is required.

Legacy Wellness starts with listening. Before we build anything, we need to understand how your family actually functions — not just what you own.

A system, not a template.

Design

We design legal frameworks that reflect how your family lives, makes decisions, and will evolve over time. Estate plans are not one-size-fits-all — they are living structures that must account for the full context of your life.

Standard estate planning produces documents. Legacy Wellness Planning designs the ecosystem within which those documents operate — trusts, governance structures, funding strategies, and continuity plans that work together.

A relationship, not a transaction.

Evolve

A well-built plan is not finished at signing. As your family grows, as assets shift, as laws change — your plan must evolve with you. We remain your ongoing legal resource, designed for continuity, not one-time delivery.

This is the key difference between a legacy system and a legal document. Documents sit in a drawer. Systems work for you over time.

Find Your Path

Where are you in life right now?

You don’t need to have everything figured out. Choose the situation that feels closest to yours. We’ll explore your priorities and options together, then help you find a thoughtful next step.

Planning for your family

I have children.

Let’s make a thoughtful plan for the people you love.

Explore guardianship nominations, children’s trusts, and other ways to help protect your children and support the future you envision for your family.

Explore Family Planning

Founders & entrepreneurs

I own a business.

Let’s plan for what you’re building, and what comes next.

Explore succession, continuity, and ways to coordinate your business interests with your personal estate plan, guided by your goals for the people and enterprise you care about.

Explore Business Planning

Preparing for legal adulthood

My child is turning 18.

A little preparation can help your young adult feel supported.

At 18, young adults generally make their own medical and financial decisions, and privacy rules may limit what parents can access. With your child’s involvement and consent, appropriate healthcare documents and powers of attorney can help you support them when needed.

Explore Young Adult Planning

Planning a life together

I'm getting married or planning a partnership.

Start your next chapter with shared understanding.

Pre- and post-nuptial agreements, shared asset coordination, and joint estate structures — designed to protect both partners and the life you're building together.

Explore Partnership Planning

Cross-border families

My family spans multiple countries.

Bring your family’s wider picture into the plan.

International assets, dual citizenship, and cross-border family ties introduce significant complexity. We provide consultative guidance for families navigating multiple legal systems.

Optimize Cross-Border Planning

Supporting the people who cared for you

I'm caring for aging parents.

Thoughtful conversations can help everyone understand the way forward.

Coordinating care decisions, clarifying inheritance structures, and navigating family dynamics with legal clarity — so the people you love are protected when it matters most.

Explore Family Planning

Healthcare and decision-making

I want to plan for illness or incapacity.

Make your wishes known and choose who can support you.

Explore advance healthcare directives, powers of attorney, and incapacity planning so your wishes are documented and the people you trust can make decisions within the authority you give them.

Explore Incapacity Planning

Review and evolve

I want to review or update my plan.

Let’s make sure your plan still reflects your life today.

Life changes — and your legal structures should too. Marriage, divorce, a new child, a new business — any of these may mean your plan needs to evolve.

Request a Plan Review

Begin wherever you are

I'm not sure where to start.

You don’t need all the answers to begin.

Tell us a little about what is on your mind. We’ll help you understand your options and identify a sensible next step, without expecting you to know the legal terminology.

Find My Starting Point

Begin Here

Let’s begin with what matters to you.

Start with a brief, confidential form about your situation and what you hope to accomplish. This gives us context to make the first conversation more useful and personal.

Angela reviews each submission personally. If Sage is well suited to your needs, our team will explain the appropriate next step and help you move forward.

Serving San Marino, Pasadena, Altadena & throughout California

Virtual consultations available statewide

International clients with California jurisdiction welcome

English and Mandarin Chinese spoken

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