Sage Legal Group, LLC

What Sage Legal Group, LLC does

Sage Legal Group, LLC is a privately held, women-led boutique law firm founded in November 2023 by Megann S. Hendrix and headquartered at 3970 N. Oakland Ave., Suite 401, Shorewood, Wisconsin (Milwaukee metropolitan area). The firm concentrates its practice on four interconnected areas: estate planning (wills, revocable trusts, powers of attorney, marital property agreements), estate administration (probate and trust administration support for trustees and personal representatives), elder law (Medicaid planning, asset protection, guardianship, long-term care planning), and family law/special needs planning (collaborative divorce, prenuptial agreements, special needs trusts). The intended market is individuals and families in the Milwaukee region navigating death, incapacity, and family transitions, with seven of the firm's listed testimonial clients being families seeking elder care, estate planning, or settlement support and one client specifically citing collaborative divorce.

The firm operates on a professional services fee model with bespoke, quote-based pricing determined by matter complexity and scope; no standard fee schedules are publicly disclosed and engagements range from single-document wills to multi-year trust administration and Medicaid planning. Go-to-market is community-led and sales-led in parallel: attorneys conduct direct client consultations in the Shorewood office, the firm runs top-of-funnel educational website content and an email newsletter, and it invests materially in Shorewood/Milwaukee community programming (annual electronics recycling with Digital Bridge, Thanksgiving food drives with Hunger Task Force, donations to Nia Imani Family Organization, Alzheimer's Association Walk team with a $3,000 fundraising goal) plus a recurring pro bono partnership with Marquette University Law School Estate Planning Clinics that serves as both outreach and a long-tail referral channel.

The team comprises roughly nine women (founding 4 + ~5 hires across 2024-2025), including four practicing attorneys, two paralegals, an Office Manager, a Director of Operations, a Client Relations Specialist, and a part-time Legal Assistant/Intern pool. Underlying technology is limited to standard legal practice management and document management/archiving systems; the firm has no proprietary technology stack, no AI capabilities, no public APIs or integrations, and has not raised external capital. Service expansion since founding has been entirely organic, with attorney onboarding, paralegal additions, and office space expansion tracked through 2024 and into 2025.

Name

Sage Legal Group, LLC

Legal name

Sage Legal Group, LLC

Website

https://sagelegalgroup.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Sage Legal Group, LLC is a privately held, women-led boutique law firm in Shorewood, Wisconsin, serving Milwaukee-area individuals and families with estate planning, estate administration, elder law, and family law services through bespoke, quote-based engagements.

Ownership category

akta.pro rank

Product category

Legal Services (Estate Planning)

NAICS

Legal Services (5411), Offices of Lawyers (541110), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Estate planning services
• Elder law services
• Estate administration
• Special needs planning
• Marital property law

Headquarters

HQ city

Shorewood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Legal Services - Professional Fees: Boutique law firm providing legal services in estate planning, estate administration, elder law, and family law. Revenue is generated through attorney fees for legal consultation, document preparation, court representation, and ongoing legal counsel. Services are tailored to individual client needs with pricing based on complexity and scope of work.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Sage Legal Group, LLC is a boutique law firm that provides personalized legal services in estate planning, estate administration, elder law, special needs planning, and marital property law. The firm prepares wills, revocable trusts, powers of attorney, and healthcare directives; guides trustees and personal representatives through probate and trust administration; structures Medicaid eligibility and long-term care plans; establishes special needs and supplemental needs trusts; and drafts pre- and post-nuptial agreements for individuals and families in the Milwaukee metropolitan area.

Product overview

Sage Legal Group is a legal services firm offering comprehensive legal services in estate planning, estate administration, elder law, and family law. The firm's services are organized around practice areas including Estate Planning (wills, trusts, powers of attorney), Estate Administration (probate and trust administration), Elder Law Services (Medicaid planning, guardianship, special needs trusts), and Special Needs Planning. The firm provides holistic legal advice combining these interconnected areas to address all aspects of clients' planning needs. Services include document preparation, legal representation, and ongoing client support throughout difficult life transitions.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning

Named customers11 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• Marquette University Law School Pro Bono Estate Planning ClinicscoreStrategic or Co-development PartnerAttorneys provide pro bono legal estate planning services to individuals who might not otherwise have access to legal guidance. Extends the firm's reach to serve underserved populations while building community trust and relationships with future clients.
• Alzheimer's AssociationminorOthersSage Legal Group participates as a team in the Walk to End Alzheimer's, raising funds and awareness for Alzheimer's care, support, and research. Team goal set at $3,000.
• Nia Imani Family OrganizationminorOthersHost donation drives collecting women's and children's clothing, personal hygiene products, and household cleaning products for homeless young mothers and their children housed at the Nia Imani Family facility.
• Hunger Task ForceminorOthersAnnual Thanksgiving food drive collecting nutritious, non-perishable food items to support local families in need during the holiday season.
• Digital BridgeminorOthersNon-profit organization receives donated computer equipment where memory is safely wiped and equipment is refurbished for communities in need. Part of annual electronics recycling drive.
• Mind MKEminorOthersWellness provider who conducted a 3-session meditation course for Sage Legal Group team members as part of the firm's commitment to supporting employee mental, physical, and emotional health.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Emerging players

• FreeWill: Online estate planning platform enabling free will creation and partnership-driven estate planning services. Comparable as a tech-enabled competitor reshaping how individuals approach basic estate planning workflows.
• Trust & Will: Digital-first estate planning platform offering wills, trusts, and related services online. Comparable as an emerging alternative targeting the same end-client need (basic estate planning) at lower price points and greater scale.

Broad incumbents

• Husch Blackwell LLP: Major national firm with a sizable Milwaukee office offering trusts & estates, elder law, and family law services. Comparable as an incumbent offering overlapping capabilities within the same geography.
• Quarles & Brady LLP: Large full-service law firm with a Milwaukee office providing estate planning, elder law, and family law services. Comparable incumbent serving similar Wisconsin clientele with broader portfolio offerings.
• von Briesen & Roper, s.c. Large full-service Wisconsin law firm with established trusts & estates and elder law practices. Competes for the same Wisconsin estate-planning clients at greater scale and broader scope.

Regional players

• Gimbel, Reilly, Guerin & Brown LLP: Milwaukee-based litigation and estate firm. Comparable as a Wisconsin-based competitor offering overlapping estate-related services, though broader in scope and larger than Sage.

Direct peers

• Kershek Law Offices: Milwaukee-area firm specializing in elder law, estate planning, and Medicaid planning. Closely matches Sage's elder-law-centric practice mix and target clientele.
• Belsky Law Firm, LLC: Wisconsin-based boutique firm focused on estate planning, elder law, and small business planning. Directly comparable as a regional boutique competitor serving a similar Wisconsin client base with overlapping practice areas.
• Heritage Law LLC: Wisconsin boutique firm with a comparable practice mix in estate planning, elder law, and special needs planning, serving similar individual/family clients in the regional market.
• Wilson Law Group: Milwaukee-area law firm practicing in estate planning, family law, and related areas. Comparable as a regional competitor targeting the same client segments in southeastern Wisconsin.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sage-legal-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sage Legal Group, LLC