Reviews

I have had the pleasure of working with both Dawn and Lori and they are both extremely knowledgeable, personable, and skilled, especially when facing complicated trust and estates and tax matters. I highly recommend both Lori and Dawn as they are incredible assets to have in your corner.

When I called Sage Trust Law with questions about the best way to transfer property in my trust, Dawn Dale spent a serious hunk of time asking questions, figuring out my particular circumstances, and explaining my options in understandable detail. Once we decided how to proceed, she began lining up the info needed for our appointment and discovered I had (accidentally) on my own completed the required steps. I was profoundly grateful to have my questions answered by a pro and my concern solved with such expert advice, and I was astounded when she did not charge me for the consultation. If that weren't enough, she spent additional time comforting me about my son's illness that she'd learned about during our fact-finding conversation. So, Dawn Dale is knowledgeable, super-competent, honest, beyond fair, AND compassionate. In today's world, that's pretty much of a miracle, and you absolutely can not do better than that.