Life and Legacy Planning Presentation

Learn how to protect everything you love — and make the best legal and financial decisions for your family, your assets, and your future.
Estate planning is one of the most important things you’ll ever do for the people you love.
But here’s the truth: it’s not just about getting documents in place.
In today’s world, you can find a form online, download it in minutes, or even have AI draft it for you. It might feel like you’ve “checked the box” and protected your family.
The reality? Most DIY plans — and even many lawyer-prepared plans — fail when they’re needed most.
Why? Because estate planning is not a one-size-fits-all transaction. It’s a process of making the right legal and financial decisions for your unique life, assets, and relationships.
Without the right guidance: 
– Critical decisions go unmade.
– Important assets get left out.
– Legal requirements in California get overlooked.
– Your plan becomes outdated — or simply doesn’t work.
And when that happens, your loved ones are left dealing with court, conflict, and unnecessary costs — right when they should be focusing on each other.
In This Free, In-Person Presentation, You’ll Learn:
  • Why true estate planning is so much more than filling out forms or signing a trust.
  • How to protect your family from avoidable legal messes and financial stress.
  • The hidden risks of DIY and AI-generated documents — and how to avoid them.
  • The essential legal decisions every adult should make before a crisis hits.
  • How to create a plan that actually works when your family needs it most.
This isn’t a boring legal seminar. It’s a candid, practical conversation about how to keep your loved ones out of court, out of conflict, and out of financial trouble — no matter what happens.
You’ll leave informed, empowered, and with a clear next step toward the peace of mind you’ve been looking for.
📅 Date: Thursday, August 28, 2025
🕒 Time: 5:30 PM – 6:30 PM
📍 Location: Hera Hub Carlsbad, 5938 Priestly Drive, Suite 103, Carlsbad, CA 92008
💰 Cost: Free
Reserve Your Free Seat Now
About the Presenter
Tara Cheever is an award-winning California estate planning attorney and founder of Cheever Law, APC. Known for her warm, approachable style and ability to simplify even the most complex legal concepts, Tara has guided countless individuals and families through the process of protecting what matters most.
Her practice is built on the belief that estate planning is far more than preparing documents — it’s about creating clarity, preventing conflict, and making sure your wishes are carried out exactly as you intend. As a Personal Family Lawyer®, Tara’s holistic, relationship-centered approach ensures her clients feel heard, supported, and confident in the legacy they’re creating.
When she’s not helping clients plan for the future, Tara enjoys connecting with her community, spending time at the coast, and exploring the vibrant 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 educational, informative, and empowering event, estate planning attorney Tara Cheever will equip you with the knowledge you need to ensure your wishes are carried out and the people you care about are protected. You’ll gain a clear understanding of what it takes to have a plan that will truly work when it’s needed most — whether you’re planning for children, a spouse or partner, aging parents, close friends, or meaningful causes.

Tara will guide you to take charge of your future, avoid the common pitfalls that leave loved ones unprotected, and make confident, informed decisions. You’ll leave knowing you’ve taken the first step toward doing the right thing for yourself and for those who matter most, laying the foundation for a lasting and loving legacy.