Take control of your legacy.
At Sargent Law Office, we help you protect your assets, provide for your loved ones, and ensure your wishes are honored.
Why Estate Planning Matters
Learn more about what we do
Estate planning isn't just for the wealthy—it's for everyone.
It's the process of deciding who will receive your assets and who will manage your affairs if you're unable to do so yourself. Without a plan, state laws and courts will make these decisions for you, which can lead to unnecessary delays, costs, and family disputes.
At Sargent Law Office, we prioritize control, privacy, and security.
We work closely with you to understand your unique situation and craft a plan that reflects your values and goals.
"A well-crafted estate plan provides peace of mind for you and a roadmap for your family."
5 Steps to a Comprehensive Estate Plan
1. Power of Attorney
Designate a trusted person to handle your financial affairs if you become incapacitated.
2. Healthcare Proxy
Appoint someone to make medical decisions for you if you're unable to communicate.
3. Last Will & Testament
Specify how your assets should be distributed and name guardians for minor children.
4. Establish a Trust
A trust can help avoid probate, reduce taxes, and provide more control over asset distribution.
5. Beneficiary Designations
Review accounts with named beneficiaries (like IRAs or life insurance) as they override your will.
Regular Updates
Review your plan every 3-5 years or after major life events like marriage, divorce, or births.