Trust-based estate planning · Statewide
Your family deserves a plan that actually works when it's needed.
We design trust-based estate plans for Utah families, homeowners, and business owners in plain English, and at a flat fee. Based in Northern Utah, available statewide.
- Flat-fee Pricing
- Trust-based plans
- Attorney-led
- Avaliable statewide
Who we work with
We work with people who have something to protect.
Whether you’re a parent thinking about your kids, a business owner planning your exit,
or someone managing a loved one’s estate. We’ll help you find clarity.
Families with children
You own a home and have kids at home or in college. You want to know they’ll be protected, not left to figure it out through probate court.
Business owners planning ahead
You’ve spent decades building something. Now you’re thinking about retirement or succession. We understand both the legal and human side of that transition.
Families managing a loss
You’ve just lost a parent and everyone is looking to you. Probate, property, siblings, debts. We’ll walk you through it step by step. You don’t have to have it figured out before you call.
What we do
Estate planning & business law services
planning work.
Estate planning (trust-based)
Revocable living trusts that avoid probate, plus wills, powers of attorney, healthcare directives, and trust funding guidance.
Estate plan updates
Life changes. Marriage, divorce, new assets, new business. We review and update existing plans so your documents stay aligned with your life.
Estate administration support
When a trust becomes active after a death, we guide trustees through administration in Utah without unnecessary court involvement.
Planning levels
Structured planning based on complexity — not upselling.
After your planning call, we’ll recommend the right level for your situation. Most families land in the middle tier.
Legacy Core
For families who need a properly structured trust plan without advanced layering.
- Revocable living trust
- Pour-over will
- Powers of attorney
- Healthcare directives
- Trust funding guidance
Legacy Plus
Everything in Core, plus business coordination, beneficiary structuring, and a built-in update pathway.
- Everything in Legacy Core
- Business owner coordination
- Beneficiary structuring
- Asset alignment review
- Structured update pathway
Legacy Stewardship
For high-net-worth families or complex estates. Engagement by qualification only.
- Advanced trust structuring
- Multi-entity coordination
- Specialized distribution planning
- Ongoing attorney involvement
Your attorneys
You'll work with us directly not a paralegal or a junior associate.
Every client at Sage works with a licensed attorney from the first call through the final
signature. We keep our caseload intentionally manageable so we can be genuinely
present for the people we serve.
Charles Ahlstrom
Founder · Estate & Business Planning Attorney
After 23 years in family law, Charles knows the courtroom is never the best place to resolve what matters most. He founded Sage to give Utah families a better option — and a plan that works before it ever gets that far.
Focuses: Trust-based estate planning · Business law · Trust administration
Gavin [Last name]
Founding Attorney
Lead with why Gavin chose this work, not his resume. If he’s newer to practice, frame it as a strength: he’s fully present, unhurried, and genuinely invested in getting it right for every client
Example: “Gavin joined Sage because he believes most families who need an estate plan have been intimidated out of getting one — by complexity, by cost, or by firms that treat planning like a transaction.”
Focuses: Estate planning · Family trust administration · Plan updates
Common Questions
Frequently asked questions
Plain answers to the questions we hear most often.
Do I need a trust, or will a will work?
If you own real estate or have minor children, a revocable living trust typically avoids probate and gives your family a faster, cleaner path forward. A will alone usually means court involvement.
What does estate planning cost?
We use flat-fee pricing based on planning complexity. Most families fall within a structured range we’ll discuss on your planning call — no hourly billing surprises.
I've just been named executor. What do I do?
Call us. You don’t need to have it figured out first. We’ll explain exactly what’s required, what the timeline looks like, and handle the legal work so you can focus on your family.
Can you update a plan another attorney drafted?
Yes. We offer structured review and update options for existing estate plans, regardless of who drafted them originally.
Do you work with clients outside Northern Utah?
Yes. While we’re based in Clearfield, we serve clients throughout Utah — including the Salt Lake Valley — and can accommodate remote consultations for most planning matters.
What's included in LLC formation?
Entity formation, operating agreement drafting, and structural coordination with your estate plan — so your business and personal planning work together from day one.