A Better Way to Protect Your Family’s Future

Estate planning should feel calm, clear, and empowering, not overwhelming or expensive. That belief is at the heart of Sage Estate Planning.

We serve families across the Dallas–Fort Worth Metroplex with affordable, attorney-approved documents and friendly guidance every step of the way. Our mission is simple:
Make planning your legacy accessible, fast, and stress-free for every household.

Where law firms often charge thousands and bury clients in legal jargon, we offer a practical alternative, one built on clarity, compassion, and real-world efficiency.

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Bring Peace Of Mind Within Reach.

Every family deserves the security of a solid estate plan.
Every parent deserves the confidence of knowing their wishes are written clearly.
And no one should be priced out of protecting what matters.

That’s why Sage was created.

We combine:

  • Attorney-approved documents

  • Transparent, affordable pricing

  • Same-day or next-day delivery

  • Local DFW support from real professionals

You get the protection you need, without the stress you don’t.

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Meet The Team

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About Eric

Precision. Professionalism. Peace of Mind.

As a Texas Commissioned Notary Public, Licensed Real Estate Broker, and experienced business owner, Eric brings a sharp eye for detail and a deep respect for the importance of high-stakes documents.

That precision translates directly into estate planning.
When accuracy matters, as it does with wills, trusts, and powers of attorney, you want someone who gets it right the first time.

Eric ensures:

  • Your documents are prepared correctly

  • Your process is clear and simple

  • Your delivery is fast and reliable

  • Your family walks away with confidence and clarity

His approach blends professionalism with genuine care, making estate planning easy, stress-free, and hundreds (sometimes thousands) of dollars more affordable than traditional legal routes.

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About Wes

Your Legacy Should Be Protected, Not Left to Chance

Wes brings a mission-driven focus: helping families build lasting protection through thoughtful planning.

He believes estate planning is more than paperwork, it’s storytelling.
It’s a way to make sure your values, your intentions, and everything you’ve built continue exactly the way you want.

Through calm guidance and straightforward explanations, Wes helps families understand their options, feel empowered in their choices, and walk away with a plan that feels true to their life and goals.

Estate planning doesn’t have to be intimidating.
With the right guide, it’s one of the most loving decisions you can make.

Why DFW Families Trust Sage

  • Warm, Human Support

    You’ll always speak with a real person who listens and guides, never a call center.

  • Affordable, Transparent Pricing

    Attorney-quality documents without attorney-size bills.

  • Fast Turnaround

    Most documents are delivered the same day or the next day.

  • Attorney-Approved Documents

    State-specific and compliant, created through trusted legal platforms.

  • A Simpler Way Forward

    Plain language. Short steps. No overwhelm. No confusion.

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Ready to Begin?

Start with the essential documents, free for a limited time.

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