Skool Post — Sage Introduction Draft Post for: Jimmy & Juan’s Skool Community Author: Kent Lansing Status: Draft — needs CRM screenshot added manually before posting POST COPY What I’ve been building with AI — and why this is different than anything I’ve tried before. Jimmy and Juan asked us to share what we’re creating. Here’s my honest first look. I’ve been working with an AI assistant I call Sage — built on Claude Code — and what surprised me most is that it doesn’t just answer questions. It actually does the work, keeps context between sessions, and builds up a picture of my business and life over time. We started Thursday, April 24th. Saturday and Sunday alone we put in somewhere around 7–8 hours across two sessions — and I haven’t even done the onboarding yet. We’ve just been too busy actually doing things. Here’s what Sage and I completed in the first few sessions: 🗂️ Complete Estate Planning Package — 9 documents, from scratch. I had zero estate planning documents. Nothing. In a single session, Sage drafted a complete Florida estate planning set for both my wife and me: 📄 Durable Power of Attorney (mine) 📄 Durable Power of Attorney (my wife’s) 📄 Healthcare Surrogate Designation (mine) 📄 Healthcare Surrogate Designation (my wife’s) 📄 Living Will (mine) 📄 Living Will (my wife’s) 📄 Revocable Living Trust (joint) 📄 Pour-Over Will (mine) 📄 Pour-Over Will (my wife’s) (See screenshots below — personal info redacted) What made it real: Sage then pulled up my parents’ attorney-drafted trust from 2004, read all 27 pages, and compared it side by side to mine. It found 4 provisions worth adding — including Florida homestead protection language and a stronger incapacity clause that requires two unrelated physicians before a successor trustee can take over. That’s the kind of detail a good attorney catches. We caught it. These documents are drafts pending attorney review — I’m not skipping that step. But I came to that meeting with a complete, informed draft instead of starting from zero.