Sage Estate Planning
Serving The Dallas Fort Worth MetroPlex
Sage Estate Planning offers a streamlined, affordable approach to preparing Trusts, Wills, Powers of Attorney, and other essential documents. Our guided process helps you protect your legacy and loved ones—without the high cost of traditional legal services. Clear, compliant, and cost-effective estate planning starts here.
As a Texas Commissioned Notary Public, licensed real estate broker, and experienced business owner, I understand the importance of detail, efficiency, and professionalism. That same precision carries over to estate planning—where accuracy and clarity matter most. My background ensures your estate documents are prepared correctly the first time, helping you avoid delays, reduce costs, and gain peace of mind.When it comes to Trusts, Wills, and Powers of Attorney, trust Sage Estate Planning to guide you through the process with confidence and unmatched convenience. Saving you hundreds, if not thousands, in the process.
Don't I Need An Attorney?
Great question—and one we hear often. For the types of estate planning documents we help with—like simple Trusts, Wills, Powers of Attorney, and Advance Medical Directives—you are not required to work directly with an attorney. In fact, most people can save hundreds or even thousands of dollars by using our guided process. You’ll answer a few straightforward questions, make key decisions, and we’ll have your documents generated using a trusted legal platform that provides attorney-approved, state-specific language. This ensures your paperwork is compliant, professional, and tailored to your jurisdiction. Of course, if your situation is complex or requires legal advice, we’ll gladly refer you to one of our trusted attorneys to make sure you’re fully supported. Our goal is to help you protect what matters most—efficiently, affordably, and with confidence.
Services & Fees
Power of Attorney
$50
Doesn't Include Notarization
Will Package
$325
Doesn't Include Notarization
Trust Package
$750
Doesn't Include Notarization
Online Notarization
$35
Fee covers 1 document and 1 signer
$10 Per additional Document
$10 Per additional Signer
Mobile Notarization
$70
Fee covers 1 document and 1 signer
$10 Per additional Document
$10 Per additional Signer
Mobile Will/Trust Notarization
$125
Fee covers 1 Will or Trust
$50 Per additional Will or Trust Package
Call for quote if you need witnesses
*Additional fees apply for hospital and jail visits. Contact us for a quote.
Try the Will or Trust Quiz Below
Our Simple Process
At Sage Estate Planning, we make the process fast, easy, and stress-free. Here’s how it works:
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Free Consultation
Start by contacting us via phone, text, email. We'll discuss the process in detail, talk about the different options you have and how we can help.
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Input Session
We’ll start with a quick session where we ask key questions and you make make the best decisions. From there, we have your documents generated using a trusted legal platform with attorney-approved, state-specific language—making the process simple, accurate, and affordable.
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Signing Ceremony
Once your estate planning documents are ready, we’ll guide you through a smooth signing ceremony. Some forms require witnesses, others need notarization—and we’ll make sure everything is handled properly. We can notarize in person and in some cases online.
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Share Document With Key People
Once your documents are complete and signed, it’s important to share copies with the key people named in them—like your executor, healthcare agent, or power of attorney. That way, everyone involved knows their role and can act confidently when the time comes.
Disclaimer
Sage Estate Planning is not a law firm, and we do not provide legal advice. Our role is to guide you through the estate planning process using attorney-approved, state-specific documents generated through a third party legal platform. If your situation requires legal advice or involves complex legal matters, we strongly recommend consulting with a licensed attorney. We’re happy to refer you to one of our trusted legal partners when needed, and if we determine your case is beyond our scope, we’ll make sure you’re connected with the right professional support.
