Three Levels of Planning
In keeping with our philosophy that estate planning needs to be individualized, we offer different levels of planning. We have starter plans that are generally for families who have young children and little in the way of financial wealth to robust plans for well-established families concerned with asset protection, preservation and increased growth.
During your planning session, we will review the various planning levels with you. You will select your own fee, based on your budget and what planning elements are the most important to you. We make sure your family has the support they need should something happen to you and that your plan will work as you wanted it to.
Our process is designed to educate you so that you can make empowered, informed choices about what you want for your loved ones and that you are not simply choosing the least-expensive option because you have no other basis for making your decision.
We provide personalized service for every client. We educate you based on the specifics of your assets, your family situation, and your individual wants, needs and values. We help you figure out what you want most, so your plan (and the fee for that plan) aligns 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.