Three Levels of Planning

Estate planning should never be one-size-fits-all. Every family’s goals, assets, and circumstances are different, which is why we offer several levels of planning—ranging from foundational plans for young families just starting out to more advanced, comprehensive options focused on asset protection, tax efficiency, and long-term wealth preservation.

During your Life & Legacy Planning Session, we walk you through each planning level in detail. You choose the fee and the plan that best fits your priorities, budget, and the level of protection you want. Our goal is to ensure your plan will actually work when your family needs it—not just sit in a drawer.

Our process is intentionally educational. We want you to make confident, informed decisions based on a clear understanding of your options—not simply default to the least-expensive package because you weren’t given meaningful guidance. We help you design a plan that reflects your values, your assets, and the people you love most.

Personalized Service

Every client receives personalized guidance tailored to their assets, family dynamics, and long-term goals. We help you clarify what matters most so your estate plan—and your investment in it—align with your objectives.

Cheever Law, APC serves:

  • Two-parent families or single parents who want to provide for and protect their children and themselves;
  • Unmarried couples who are solidifying their relationship;
  • Same-sex couples who want to provide for and protect their relationship;
  • Individuals going through divorce;
  • Widows who have recently lost their spouse with a joint estate plan or completely new to estate planning;
  • Blended families negotiating the challenges of creating new relationships with varying expectations;
  • Families with special-needs children who want to ensure that their children will be taken care of;
  • Unmarried individuals without children who want to protect their pets, themselves (should they become incapacitated) and their assets;
  • Family business owners looking for ways to protect and expand their companies and ultimately transition to the next generation of ownership;
  • Entrepreneurs looking to form a new entity;
  • Business owners who want to maintain a current business;
  • Estate executors and beneficiaries navigating the process of probate; and
  • Family members or trustees carrying out the legacy left behind through a trust administration.