Tara Eswick Estate Planning

Services Provided in Estate Planning

Estate planning is essential for protecting your assets, securing your family’s future, and ensuring your wishes are honored. Our firm offers tailored, hourly, and limited-scope services to help you create a plan that reflects your unique needs and goals.

Our estate planning services include:

  • Wills Living Wills: Draft clear, enforceable documents to outline your final wishes and medical directives.

  • Trusts: Establish trusts to provide financial security and manage assets for your loved ones, including special needs trusts.

  • Powers of Attorney: Create durable powers of attorney for financial or healthcare decisions to ensure your interests are protected.

  • Document Review Updates: Review and revise existing estate plans to reflect family, assets, or law changes.

  • Future Planning Guidance: Receive advice on minimizing tax implications, avoiding probate, and planning for the unexpected.

Note: Families risk unnecessary conflict, financial hardship, and uncertainty without proper estate planning. We provide the tools and guidance to ensure your legacy is preserved and your loved ones are cared for.

Happy couple, paperwork and technology for savings, paying bills or estate planning. Married people
Estate agent or financial adviser showing terms of contract to happy couple on notepad
Financial advisor, planning and mature couple on sofa for estate deal, asset management or pension.
Concept of family, protection of family, family rights, family health