Tara H Cheever
Cheever Law, APC
Tara H Cheever
Cheever Law, APC
Tara Cheever, principal attorney, formed Cheever Law, APC to fulfill her dream of serving clients in a genuine way where a relationship is formed and she becomes the trusted advisor to her clients. Rather than practicing in the broken and traditional model of focusing on “document preparation” without true counsel, she guides her clients through the often complicated and confusing course of legal decisions needed to ensure the well-being of their families and their businesses while accomplishing their family objectives and goals.
Explaining what makes us different requires an understanding of what often happens when people meet with the “typical” law office to prepare an estate plan.
In the “typical” estate planning experience, you see an attorney and he prepares a set of documents without a clear understanding of your unique family situation and understanding all of your goals, objectives and desires. You sign the form documents without fully understanding everything and end up placing those documents in a drawer or on a shelf.
Time marches on and your children grow up. Your planning circumstances change. You obtain new assets or refinance your house. You read in the paper or see in the news that there was a change in the law. You figure that if it applies to you, you would hear from your attorney. You don’t so you think that everything is fine. Then you realize, you don’t even remember his name since it has been so many years.
It is at this point that you need to reach out to us so we can review your plan and ensure it will work for you and your family when you become incapacitated or when you die. Otherwise what could happen is when you become incapacitated or die, your family happens upon the binder you put on a shelf. They are devastated to discover that your plan is so outdated that it has nothing to do with your life, your assets and the law. This is called plan failure. Your family doesn’t know what to do so they find the attorney’s name on the old documents and call him for help. He is happy to probate your assets that never made it into the trust. He will be happy to take the case, but your family will be devastated that they ended up on in probate and dealing with the stress, expense and delay associated with it. To learn more about probate, click here.
How do we know this? Because it happens all the time and we have countless clients relay this exact scenario happening to them and their family members. Fortunately we can help many of them before it is too late.
The estate planning industry was not designed to serve growing families who experience numerous changes in their lives. Traditionally, it was created to serve the elderly who are preparing for death.
Here are the many ways we at Cheever Law, APC operate differently from most estate planning attorneys:
- Our fees are fixed and agreed to in advance, meaning there are no surprises. During our first meeting, you decide on the level of planning and the fee is agreed upon in advance so you will never get a surprise bill in the mail from our office.
- We ensure that your plan works as intended. We don’t just prepare a set of legal documents and then never talk to you again. We make sure your children are taken care of, your assets are owned in the proper way, and everyone named in your plan knows what to do if anything happens to you.
- We have a funding coordinator to ensure your assets are safe during your lifetime and available for your loved ones after you pass away.
- We have annual membership programs to ensure your plan continues to work throughout your lifetime and your assets are always owned in the right way. Whether you participate in one of my membership programs or not, we keep all of our clients updated about changes in the law and issues that might affect your life through our e-newsletters, emails and review meetings.
- We often serve the whole family and multiple generations of the same family. From estate plan reviews for elderly parents to basic planning documents for young adult children, we do our best to show that we care about you and your family.
- We review our clients’ plans at a minimum of once every three years. Those enrolled in our membership program have their plans reviewed every year. Because estate planning is an involving process, we want to have an ongoing relationship with you. Throughout your life things will change. It is certain that you will change, your family will change, your assets will change and the law will change. We will diligently ensure that your plan will keep up with those changes.
- We have a focus of protecting your children. If your children are minors, your planning will include a Kids Protection Plan©. We ensure that your children are taken care of with proper planning if anything happens to you. If your children are adults, we include them in your estate plan with the kind of care and forethought that you deserve.
- If charitable giving is important to you, we guide you through the many options within your estate plan. We can help you with gifting during your lifetime and after you pass.
- Our philosophy is that planning is about much more than the transfer of your financial wealth. We include a process to help you transfer your most important personal wealth to your loved ones — your intellectual, spiritual and human assets, which define who you are and what’s important to you.
As you hire an estate planning attorney, you can feel confident that we are qualified to set up and maintain a plan that will work the way you intended when you family needs it the most.
You are invited to contact us or call us at (858) 432-3923 to set up a meeting to learn more about each other. We welcome the opportunity to be of service to you and be your lawyer for life.
PRACTICING IN THE AREAS OF:
- Elder Law
- Estate Planning
- Wills & Trusts
- Trust Administration
- Business Planning
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|Tuesday||9:00 AM||5:00 PM|
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|Thursday||9:00 AM||5:00 PM|
|Friday||9:00 AM||5:00 PM|
|Saturday||By Appointment Only|
CostNaturally people wonder what an estate plan or elder law planning will cost. Many lawyers will give you a quote by email or over the phone, but we don’t do that. Why? Because we base the price of services on what you need and the level of planning you choose based on your goal and objectives as well as your budget. While I can offer you a range, an exact quote is not possible.
As a society, we are used to shopping for anything based on price, but estate planning is much more complex and should not be purchased on price alone. By choosing who will do your estate plan based on price alone, you may end up with a standard plan full of documents that won’t achieve your family’s goals and may end up failing you when the time comes, resulting in family conflict and unintended government interference through the court system.
The first step to determine how much your plan will cost is to conduct a planning session, an extremely beneficial process where you will create a full inventory of your assets so that you know what you have. We will review all of your assets and discuss everyone you love and what you care about. We’ll make sure you fully understand exactly what would happen to everything you own and how it would impact your loved ones should you become incapacitated or when you die.
If you don’t currently have an estate plan, we’ll review how the state would deal with your death or incapacitation. If you already have some sort of an estate plan, we will review that with you. This is an Estate Review Planning Session. If you are not satisfied with either your plan or what the state has in mind for you, we will work to achieve your goals in the most effective, efficient and affordable manner. You can rest assured that you will be making educated decisions for those you love, not just shopping around based on price.
Our process will educate you quickly and effectively so that you can make the right decisions about what you want. While there are many options, and the price will vary from person to person, there is a range. A comprehensive plan (or update of your existing plan) will run between $2,000 and $8,500+, depending on the choices you make during the planning session. If you think this sounds expensive, please know that in the long run, planning is substantially less costly than it would be for your family if you became incapacitated or died without a plan or with a plan that wasn’t well prepared. Nobody has ever left my office wanting to do this kind of planning and not following through because they couldn’t afford it. That is because we offer payment options because we are passionate about estate planning and know how crucial it is.
When you are ready to make informed and empowered decisions for the people you love, start the process by booking your planning session or Estate Review Planning Session.
What Is an Elder Law Attorney?
Cheever Law, APC
Tara Cheever, principal attorney, formed Cheever Law, APC to fulfill her dream of serving clients in a genuine way where a relationship is formed and she becomes the trusted advisor to her clients. Rather than practicing in the broken and traditional model of focusing on “document preparation” without...