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.

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