Trust Love — Your Free Estate Snapshot

Your free Estate Snapshot starts here.

Answer a few questions — Sage will do the rest.

Sage · Trust Love Assist

Know exactly where
your family stands —
right now.

Talk to Sage. In about 10 minutes, she'll map your family's assets, identify planning gaps, and deliver a personalized Estate Snapshot — so your first conversation with an attorney is strategy, not orientation.

Asset Inventory — what you own and how it's currently held

Probate Exposure Estimate — assets that may be subject to probate

Planning Gaps — areas families in similar situations often overlook

Questions to Ask an Attorney — so your first meeting is strategy, not orientation

Attorney Match — a qualified estate planning attorney in your state, when you're ready

$84T

Wealth transferring now — most families have no plan

76%

Of Americans die without a will or trust in place

$340K

Average probate loss per family — often preventable

Important: Your Estate Snapshot is educational and informational only — not legal advice. Trust Love is not a law firm. Sage helps you understand general considerations so you can have a more informed conversation with a licensed estate planning attorney.

What Happens Next

After you finish with Sage, here's exactly what to expect.

Your Estate Snapshot

A personalized overview of your family's situation — probate exposure, planning gaps, and areas an attorney should review. You can view it instantly and save it as a PDF.

Email Confirmation

We'll send your snapshot link to the email you provide so you always have it. Open it anytime, share it with your spouse, or bring it to a meeting.

Connect with an Attorney

When you're ready, your snapshot includes a link to schedule a meeting with a licensed estate planning attorney in your state — no pressure, no timeline.

A Smarter First Meeting

Your attorney reviews your snapshot before you speak. That means your first conversation starts at strategy — not "tell me about your family."