Estate & Probate Attorney FAQ's

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What services does your agency provide to Estate & Probate Attorneys?

See “Estate & Probate Attorney Services

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How does your agency differ from other agencies?

Sage is a licensed private investigative firm with the added benefit of a financial investigator. We have the experience to safeguard the financial assets of your client. When necessary, Sage will conduct an investigation into matters that are sensitive and confidential in nature. We will render an objective, timely and well written report of our findings.

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What experience do you have with inventorying community and separate property assets?

Sage has assisted in the reconstruction of marital estates involving community and separate property and rights of reimbursement. We have assisted counsel with solving complex problems involving theft by care givers, undue influence of elderly individuals by care givers and theft by family members and executors.

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What experience do you have with handling volumes of records?

Generally cases in which Sage is retained include volumes of records in the form or paper or data. Sage has developed techniques to handle a large amount of records, and create inventories and convert volumes of financial records into worksheet analyses.

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What kind of process do you use to analyze the records?

Since most of our analysis involves financial information we follow money through the use of DIO a proprietary database software technology that renders reports in Excel and allows data to be searched by key words.

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Does your agency conduct client and witness interviews?

Our agency does conduct client interviews to uncover all the facts in the case. We also contact and interview witnesses after a discussion with our clients attorney.

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Does your agency conduct surveillance?

Yes, Sage provides quality surveillance services for clients. Our surveillance is well documented with video, still photographs and a well written report. We provide the report to you within twenty-four hours upon the completion of the surveillance.

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Does your agency conduct asset searches?

Yes, Sage conducts asset searches and leverages the knowledge and experience gained as a Special Agent with the Internal Revenue Service to locate hidden assets.

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Does your agency conduct Technical Surveillance Counter Measure (TSCM)?

Yes, we have a close relationship with a TSCM specialist who is experienced and licensed to provide our clients with the most current electronic counter measures.

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What can I expect if I hire your company?

With Sage you can expect a highly competent and diligent advocate for your client and someone who will work side by side with you throughout the engagement and if necessary, court proceedings. You can also expect a timely and well written report.

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How much do you charge?

Our rates vary depending on the type of case. We do require a retainer. We charge on an hourly basis against the retainer. Please call us at (512) 659-3179 to discuss your matter.

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What is the best way to contact you?

Our office hours are 8:00AM – 5:00PM CST Monday through Friday. We are readily available on Weekends when needed. Please contact us at (512) 659-3179 or e-mail us for a free initial phone consultation. See “Contact Us” for our fax number and our mailing address.

 

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P.O. Box 160161 • Austin, TX 78716
Phone: 512-659-3179
Fax: 512-328-6878

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