No. Sage Trust and Will is not a law firm, and we are not attorneys. We provide professionally prepared estate planning documents using attorney-drafted forms and processes. If your circumstances involve complex legal issues or require legal advice, we will gladly refer you to one of our trusted estate planning attorneys. For many individuals and families with straightforward estate planning needs, our document preparation services provide a convenient and cost-effective alternative that can save hundreds or even thousands of dollars compared to hiring an attorney directly.

Our pricing depends on the type of estate planning package you choose and your individual needs. For many clients with straightforward estate planning goals, our services provide a simple and affordable alternative to hiring an attorney, often saving hundreds or even thousands of dollars while still receiving professionally prepared documents. We invite you to contact us for a free consultation so we can go over the option that’s right for you and provide a personalized quote.

A Last Will and Testament and a Revocable Living Trust both allow you to determine how your assets will be distributed, but they work in different ways. A will generally takes effect after your death and must go through the probate process before assets can be distributed. A revocable living trust becomes effective as soon as it is created and funded, allows your assets to be managed if you become incapacitated, and typically enables your estate to avoid probate, providing greater privacy and a more efficient transfer of assets to your beneficiaries. The right choice depends on your individual goals, the complexity of your estate, and your preferences for asset management and administration.