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.
What We Offer
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Power of Attorney (Free For a Limited Time)
A power of attorney is a legal document that lets you appoint someone to act on your behalf in financial or legal matters.
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Medical Directive
A medical directive is a legal document that states your healthcare wishes and names someone to make decisions if you can't.
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Last Will and Testament
A last will and testament is a legal document that outlines how you want your assets distributed after death and names guardians for any minor children.
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Revocable Living Trust
A revocable living trust lets you manage your assets during life and pass them on after death— without probate. You stay in control and can change it anytime.
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Life Insurance
Life insurance secures your loved ones financially after your death, covering funeral costs, debts, and living expenses. With customizable policies, it supports your long-term goals and is essential for a complete estate plan.
At Sage Estate Planning, we were built on the foundational belief that estate planning should be accessible to everyone. We understand that planning for the future is essential, yet it shouldn’t be a privilege reserved for a few. That’s why we take great pride in offering affordable estate planning solutions without compromising the quality or thoroughness of our services.
Our commitment to accessibility is reflected in the variety of options we provide, tailored to meet different needs and budgets. Whether you require a simple will or a revocable living trust, we have solutions designed to fit your circumstances. Additionally, our flexible payment plans ensure that cost is never a barrier to securing your legacy.
Efficiency is another hallmark of our service. In many cases, we can prepare and deliver your estate planning documents the same day, and at the latest, the next day—because we know the importance of timely peace of mind.
At Sage Estate Planning, quality, affordability, and accessibility come together to ensure that everyone can confidently plan for their future.
Contact Us
We’re here to make estate planning simple and stress-free. Whether you have questions or you're ready to get started, reach out anytime—call, text, email, or fill out the form. We’ll respond promptly and guide you every step of the way. Let’s make your plan clear, complete, and tailored to you.
