Meet Jen, our dedicated Estate Planning Intake and Funding Coordinator. A multitasking maestro and proud working mom, Jen brings a unique blend of professional expertise and personal experience to our team.
Jen ensures a smooth and efficient intake process. Her attention to detail and commitment to client satisfaction make her an invaluable asset to both our team and the families we serve.
Her role involves guiding clients through the initial stages of the planning process as well as helping them to properly fund their trust upon completion.
Jen is a devoted mother of 7 kids who understands the delicate balance of managing a career while nurturing a bustling household. Her firsthand experience as a working mom fuels her determination to make the estate planning process accessible and stress-free for families with diverse needs.
In the landscape of legal matters, making informed decisions is crucial. To help you navigate this space, Cherry Tree Legal offers a free initial consultation. It’s your chance to discuss your legal concerns with our experienced attorneys at no cost. Start your journey to peace of mind today.
We are thrilled to announce that Cherry Tree Legal has merged with Touchstone Closing & Escrow and Touchstone Law Offices as of March 10, 2025. We are excited to join forces and add value to this fantastic group of talented attorneys, paralegals, and support staff. We will be able to expand the scope and geographic area of our legal services as part of Touchstone along with elevated systems and incredible depth. We are truly grateful for the support of our esteemed referral partners, clients and friends. We look forward to continuing those relationships! Touchstone will now offer a closing office in downtown Lynn, MA, through this merger- but you can also find our additional Touchstone offices at touchstoneclosing.com
Exciting times ahead!
–Brendan Ward, Dan Cahill and team
