REVOCABLE LIVING TRUST

Protect Your Assets. Avoid Probate. Keep Your Wishes Private.

A Revocable Living Trust is the most powerful way to protect your estate, avoid probate, and maintain full control over your assets during your lifetime.

Unlike a will, a trust keeps your family out of the expensive, time-consuming, and very public probate process. It also creates a clear plan for how your assets will be managed if you become unable to manage them yourself.

Flexible. Private. Smart.
Built for families who want a complete, long-term estate solution.

Learn More
An elderly man and woman sitting close with foreheads touching and eyes closed, holding hands and smiling softly.

Why Choose a Revocable Living Trust?

  • Avoid Probate

    Probate in Texas can take months, and cost thousands.
    A trust lets your assets transfer quickly and privately, without court involvement.

  • Maintain Total Control

    You can change, update, or revoke your trust at any time.
    Your life evolves, your plan should too.

  • Protect Your Privacy

    Wills become public record.
    Trusts do not.
    Your family, your assets, your wishes, kept confidential.

  • Plan for Incapacity

    If something unexpected happens, a trust ensures your assets are managed smoothly without court intervention.

  • Create Clear Rules and Conditions

    You can specify:

    — Ages for inheritance
    — Milestones required
    — Special instructions for children
    — Protections for spouses or beneficiaries

    Your legacy, structured exactly the way you intend.

Let's Talk

A Complete Trust Package — $750

Traditional attorney-prepared trusts often cost $3,000+ in the DFW area.
Sage provides a fully attorney-approved trust package for $750, fast, clear, and comprehensive.

Your package includes:

  • Durable Power of Attorney

    Allows someone you trust to manage financial or legal matters if you become unable to do so.

    Essential for seamless support and protection.

  • Pour-Over Will

    Catches any assets you forget to transfer into your trust during life.
    Automatically moves them into the trust upon death.
    Ensures your entire estate follows one unified plan.

  • Medical Directive

    Your medical preferences, written clearly and respectfully.
    Gives your family certainty during critical moments.

  • Revocable Living Trust

    The core document that outlines:

    — How your assets will be controlled
    — Who your beneficiaries are
    — Who will manage your trust
    — How and when assets will be distributed

    Keep full control now. Create clarity for the future.

  • Certificate of Trust

    A simplified document used to verify the trust without revealing private details.
    Needed for banks, title companies, and financial institutions.

    Fast. Clean. Secure.

Let's Talk

Ready to Build Your Trust?

Your future. Your privacy. Your plan, done right.

Get Started — $750

Let’s Talk