Estate Planning Options
What We Offer
At Sagewood Law Group, P.C., we provide thoughtfully designed estate planning solutions tailored to individuals and families at every stage of life. Our planning options are structured to give you clarity, protection, and confidence that the people and assets you care about most will be safeguarded for the future.
For those beginning the estate planning process, our Foundations Estate Plan provides the essential legal documents needed to ensure your wishes are clearly documented and your loved ones have guidance when it matters most.
For many families in California, the most effective approach is a trust-based estate plan. Our Legacy Family Trust Plan is our most popular option and is designed to help families avoid probate while ensuring assets transfer smoothly and privately according to your wishes.
For individuals with more complex estates, significant assets, or valuable personal collections such as classic vehicles, motorcycles, fine art, or multiple properties, our Legacy Preservation Plan provides advanced planning designed to protect substantial assets and preserve your legacy across generations.
No matter which option is right for you, our goal is to provide thoughtful legal guidance and estate plans designed to protect what matters most.
Foundations Estate Plan
A streamlined estate plan designed for individuals or couples who want essential legal protections and clear instructions for their loved ones.
This plan provides the foundational documents necessary to ensure your wishes are respected and that trusted individuals can step in to manage important decisions if needed.
Includes
• Last Will and Testament
• Durable Financial Power of Attorney
• Advance Health Care Directive
• HIPAA Authorization
• Guardianship nominations for minor children (if applicable)
• Basic asset distribution instructions
• Attorney consultation and signing meeting
Ideal For
Individuals or couples beginning the estate planning process who want to ensure their wishes are clearly documented and their loved ones have guidance when it matters most.
Priced at $3,000
Legacy Family Trust Plan
Our most popular service is a comprehensive estate plan centered around a revocable living trust, designed to help families avoid probate and ensure assets transfer efficiently and privately.
This plan is the most common choice for families in California who want a complete estate plan that protects their home, savings, and other assets.
Includes
Everything in the Foundations Plan, plus:
• Revocable Living Trust
• Pour-Over Will
• Trust funding guidance
• Certification of Trust
• Transfer of primary residence into the trust (if applicable)
• Trustee succession planning
• Minor inheritance protection provisions
• Structured beneficiary distribution instructions
Ideal For
Families with real estate, children, or meaningful assets who want to avoid California probate and ensure their estate is managed smoothly for their loved ones.
Priced at $4,500
Legacy Preservation Plan
The Legacy Preservation Plan is designed for individuals and families with complex estates, significant assets, or valuable personal collections that require advanced planning and careful long-term protection.
Many clients accumulate assets that hold both financial and personal value, such as classic car collections, vintage motorcycles, fine art, boats, specialty equipment, or other meaningful collectibles. These assets often require thoughtful planning to ensure they are properly preserved, transferred, and managed according to your wishes.
Includes
Everything in the Legacy Family Trust Plan, plus:
• Advanced trust structuring for complex estates
• Multi-property estate planning strategies
• Planning for high-value personal collections (classic cars, motorcycles, boats, fine art, and other specialty assets)
• Customized trustee guidance for managing complex assets
• Coordination with financial advisors, accountants, or other professionals when appropriate
Ideal For
This plan is ideal for individuals with estates valued at around $2 million or more, including business owners, entrepreneurs, and families with multiple properties or investment assets. Designed for those seeking a comprehensive legacy preservation strategy, this plan helps ensure that the life you’ve built and the assets you value most are thoughtfully protected and passed on to future generations.
Priced at $7,500+
Start protecting your family and your legacy.
Estate planning is one of the most important steps you can take to ensure your loved ones are protected and your wishes are carried out. At Sagewood Law Group, P.C., we help individuals and families create clear, thoughtful estate plans designed to protect their assets and provide lasting peace of mind.
Without proper planning, families in California may be required to navigate probate, a court-supervised process that can take many months and often involves significant legal fees and administrative costs. A carefully designed estate plan can help your family avoid unnecessary delays, maintain privacy, and ensure your wishes are honored.
If you are ready to begin planning, or simply want to understand your options, fill out the form and a member of our team will contact you shortly to schedule your consultation.
All communications with our firm are handled with professionalism and complete confidentiality.