Life & Legacy Planning: Protecting What Matters Most

Learn how to protect what you love — and make confident legal and financial decisions for your future.

Estate planning is one of the most meaningful ways to protect the people you love — but real planning is far more than signing documents. Online tools make it easy to “check the box,” yet they often miss critical decisions, overlook key assets, and fail to meet California’s legal requirements. A plan that looks complete on paper can fall apart when life changes or when your family needs it most.

When a plan fails, your loved ones face court, conflict, and unnecessary costs at the worst possible time.

In this free, in-person presentation, you’ll learn what truly protects your family and your legacy — and why effective estate planning is about clarity, intention, and making the right choices before a crisis. We’ll cover the common mistakes that cause plans to fail, the essential documents every adult needs, and how to keep the people you love out of court and conflict.

This isn’t a dry legal lecture. It’s a practical, eye-opening conversation about protecting your people, your assets, and your future. You’ll leave informed, empowered, and ready to move forward with real peace of mind.

📅 Date: Thursday, November 20, 2025

🕒 Time: 6:00 PM – 7:00 PM

📍 Location: Hera Hub Carlsbad, 5938 Priestly Drive, Suite 103, Carlsbad, CA 92008

💰 Cost: Free

Show Me What Really Works

About the Speaker

 

Tara Cheever is a California estate planning attorney and founder of Cheever Law, APC, where she has spent more than 16 years helping individuals and families create thoughtful, effective Life & Legacy Plans. She is known for her warm, approachable style and her unique ability to make even the most complex legal decisions feel clear, manageable, and deeply meaningful.

As a Personal Family Lawyer®, Tara believes estate planning is not just about documents—it’s about protecting relationships, preventing conflict, and ensuring your wishes are honored exactly as you intend. Her holistic, relationship-centered approach gives clients the guidance, clarity, and confidence they need to make the best decisions for their loved ones and their future.

Tara is deeply committed to educating her community and empowering people to understand what truly protects their families—not just on paper, but in real life. When she’s not supporting clients, she enjoys time by the coast, connecting with her community, and embracing the lifestyle and culture of Southern California.

What you'll learn

Why Documents Alone Aren’t Enough

Discover why wills, trusts, or online templates often fail — and what’s really needed to ensure your wishes are carried out and your loved ones are protected.

How to Avoid Common Estate Planning Mistakes

Learn the missteps that leave families in court, in conflict, or facing unnecessary costs — and how to prevent them.

The Right Next Step for Your Situation

Leave with the clarity and confidence to move forward, whether you’re planning for children, a partner, aging parents, close friends, or meaningful causes.

What people are saying:

 

“Concise, acumen on the subject is 

outstanding. Very helpful slides.” 

– Sandra 

 

“This was so helpful and answered so 

many questions I have even as a fellow 

attorney. I left feeling motivated

to take all the action I’ve wanted for years 

and very comfortable to be working with

 Tara”

– Carolyn and Jesse

 

“Excellent presentation.”

– Liza and Bruce

In this practical and empowering presentation, estate planning attorney Tara Cheever will show you what actually makes a plan work when your family needs it most. You’ll learn how to protect your wishes and the people you love—whether you’re planning for children, a partner, aging parents, close friends, or meaningful causes. Tara will break down the key decisions, common pitfalls, and essential steps so you can move forward with clarity, confidence, and genuine peace of mind.