Family Fortress Plan

Secure Your Family's Future with the Family Fortress Plan

At Cherry Tree Legal, we understand that protecting your family’s assets is a priority. That’s why we created the Family Fortress Plan, a comprehensive legal maintenance plan designed specifically for families. This plan provides ongoing support to help you maintain a living will and trust, ensuring your family’s financial security now and for generations to come.

The Family Fortress Plan is not just about setting up a living will or trust; it’s about ongoing support to keep these legal tools up to date and relevant to your current circumstances. We understand that your family’s needs change over time, and so should your estate plan.

With the Family Fortress Plan, we offer continuous assistance with your living will and trust, making necessary updates as your family grows and changes. We monitor changes in laws that could affect your estate, alerting you and making needed adjustments to ensure your plan remains robust and relevant.

Our goal is to help you feel confident that your assets are protected and your family’s future is secure. Whether you’re starting a family, welcoming new members, or planning for retirement, we’re here to provide the legal support you need.

"With Cherry Tree Legal's Family Fortress Plan, we've ensured continuous legal protection for countless family assets."

Struggling with Keeping Your Family’s Legal Affairs in Order?

Safeguarding your family’s assets is a long-term commitment that requires continuous care and attention. The Family Fortress Plan from Cherry Tree Legal offers just that.

Our comprehensive plan provides ongoing support, ensuring your living will and trust are always current and effective, even as your personal and financial circumstances change over time.


Year of industry exprience

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Ready to Secure Your Family's Future?

Embrace peace of mind knowing your family’s assets are secure and living will and trust are up to date. Get started with the Family Fortress Plan today and let Cherry Tree Legal’s experienced team provide ongoing legal support to maintain and enhance your family assets.

Meet Our Family Fortress Plan Attorneys

Our team at Cherry Tree Legal includes attorneys who specialize in managing and maintaining family assets. They’re committed to providing families with secure and updated legal solutions. Trust our team to provide the insightful, personalized legal representation you need to safeguard your family’s future.

Managing Partner

Nancy I. Theodore


Jacob T. Simon


Cherry Tree Legal