Year-End Planning · 2026
Protect what you’ve built. Plan for who you love.
A thoughtful estate plan can give your family more clarity, direction, and protection when life changes. Start with a conversation about what matters most and what your family may need.
Not sure where to begin? Start with What’s Your Number?
Virtual estate planning throughout California · English and Mandarin · In-person signing support by appointment as needed
A plan that starts with your life
Estate planning is more than paperwork.
It is about making important decisions with care, helping the people you love understand what to do, and creating a plan that reflects your priorities.
You want a clear plan for the people and things that matter most.
You want to understand your options before making important decisions.
You value personal guidance and plain-language explanations, not a stack of documents you do not understand.
What to expect
A clear next step, not a pressured decision.
Start with a conversation
A complimentary 20-minute Fit Call helps us understand what you are looking for and whether Sage Legacy Law may be the right fit.
Clarify the plan
If we are a fit, we will explain the recommended scope, fee, process, and timing before you decide whether to engage.
Move forward with clarity
Your work begins after the scope and engagement terms are agreed in writing.
Frequently asked
Before you take the next step
What does the Family Protection Plan include?
The specific documents and services depend on the approved plan scope. We will confirm what is included in writing before you engage.
Do I have to hire the firm after the Fit Call?
No. The complimentary 20-minute Fit Call is a chance to discuss fit and process. It does not include individualized legal advice or document review.
Who qualifies for the year-end offer?
Eligible new clients must sign the engagement agreement, make the initial payment, and complete the initial planning meeting by December 31, 2026. All three steps must be completed by the deadline. The services included will be described in the written engagement scope.
Can we work together if I am not local?
Sage Legacy Law serves California clients through virtual planning and consultations. When documents are ready for execution, in-person signing support, including notary and witness services, is available by appointment as needed.
Start with a conversation.
Find out whether Sage Legacy Law may be the right fit for your family’s planning needs. No pressure to make a decision on the call.
Book a complimentary Fit CallWant to clarify your planning priorities first? Explore What’s Your Number?. For a deeper planning conversation, review the $395 Legacy Wellness Consultation.