Tara Cheever

CHEEVER LAW, APC
https://estateplanninglawyersandiego.com/

Areas of Focus: Family Business Planning, Kids Protection Planning, Life and Legacy Planning

Licensed States: California

What to expect from Tara Cheever

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Tara Cheever

I enjoy serving clients in a genuine, caring, compassionate, and professional manner by listening to their concerns and fulfilling their wishes by creating comprehensive, customized estate plans that are designed to keep their families out of court and conflict in the event of incapacity and at death.

I guide my 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. Being a Personal Family Lawyer, I have a holistic and relational practice, which leads my clients to feel supported, cared for, understood, appreciated, and truly served.

Originally from the Chicago-land area, I attended the University of Illinois and earned a Bachelor of Science with High Honors. I was inducted into the Beta Gamma Sigma Honor Society for scholastic excellence in achieving the top 10% of the College of Business Administration. Upon graduation, I moved to San Diego to attend Thomas Jefferson School of Law, earning a Juris Doctor and graduating Cum Laude in 2006. While at Thomas Jefferson School of Law, I received a Fellowship with the Center for Law, Technology, and Communications for academic excellence and earned two American Jurisprudence Awards for the highest grades in Community Property and Legal Writing. Additionally, I was invited into Honors Legal Writing II and the Moot Court Society where I excelled.

While in law school, I served as a certified law clerk with the California Department of Justice, Attorney General’s Office where I wrote multiple appellate briefs and presented oral arguments for all three divisions of the Fourth District on behalf of the state. I served in the Attorney General’s Office for over one year and was the first intern to be invited to serve in that capacity beyond the standard three-month program.

After graduating Cum Laude, I immediately passed the California Bar Exam and accepted a position as a Deputy City Attorney city with the City of Escondido, practicing with distinction for nearly three years. Having the passion to work with individuals, families, and business owners in a new and collaborative capacity led me to launch Cheever Law, APC in 2009.

I became a Personal Family Lawyer in 2017 and I love serving my clients by protecting their personal and business assets with comprehensively designed, quality drafted, legally executed, and properly funded and maintained estate plans.

I am a graduate of Elder Law College, a member of WealthCounsel, and several highly vetted professional organizations. I am involved in community service, donate to charitable organizations, and have volunteered with the San Diego Volunteer Lawyer Program.

I am a proud Auntie to two nephews and a niece, and I am a loving mom to my rescued Maltese. I am passionate about living a healthy lifestyle and enjoying time outdoors. When not serving clients, I enjoy the beach, paddle boarding, yoga, hiking, gardening, and spending time with friends and loved ones.

I look forward to meeting you and being of service to you and your family!

Testimonials

I already had a trust in place but it needed updating. Tara was extremely patient and thorough at addressing my questions and concerns. I have a much better understanding of my estate plan now especially because the shortcomings were corrected. I have recommended Tara to two families I know who are thinking about establishing an estate plan and trust. – Shirley Ann, San Diego, CA

I recently had Tara Cheever put together an estate plan for me that includes a will, trust and powers of attorney for both financial matters and health care. I was very impressed by Tara, her knowledge and her process for accomplishing our goals. She’s professional, kind and empathetic. One thing she did after the completion of my plan was offer me the opportunity to do a legacy tape for my family. Tara asked questions and I answered them. I was a little leery before I did it, but am so glad I did. It’s just something extra to leave to your family as a way of expressing your love for them. – Michele N. San Diego, CA

From the 1st meeting we felt like we were speaking with a life lifelong friend who had our best interest at heart. We would highly recommend Tara Cheever!!! – Patrick and Olesia, Murrieta, CA

Tara put us at ease from our first conversation. Our meetings were never rushed and all our questions were answered thoroughly and gracefully. Her approach is totally professional and at the same time, warm and genuine. She took her time explaining all aspects of the process and all the choices available to us. We feel ultra-confident that everything is in place to ensure a smooth transition, when the time comes. Thank you Tara! – Ursula and Ciaran, San Carlos, CA

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THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.