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Attorney Jacob T. Simon

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About Attorney Jacob T. Simon

Attorney Jacob T. Simon is an associate at Cherry Tree Legal with over fifteen (15) years of legal experience. Jacob dedicates his practice to the areas of estate planning, probate, elder law, business planning, trust administration, and guardianship.

Jacob began his legal career in Boston after obtaining his undergraduate degree from the University of Missouri and his law degree from Suffolk University School of Law. In 2021 he joined Cherry Tree Legal to pursue a full-time estate planning practice. Jacob serves on the Communications committee of the Boston Estate Planning Counsel (“BEPC”).

Jacob is a member of the Boston Bar Association, is a cub scout leader in Swampscott, serves on the Recreation Committee in Swampscott, and hosts a monthly “mastermind” group called Wealth Wednesday at the firm’s satellite office in Lynnfield.

Boston Magazine honored attorney Simon as a “Top Lawyer” in Massachusetts for Wills & Trusts in the years 2021 – 2024.

Bar Admissions
Massachusetts, 2008
U.S. District Court for the District of Massachusetts, 2009

Education
Suffolk University Law School, J.D., 2008
University of Missouri, B.J. (Bachelor of Journalism), 2004

Our Client Testimonials

Brendan Ward came highly recommended to me by a lawyer friend. Working with him is a great experience. He took the time to get to know me and my situation. I have a lot of questions and he explains things well. He remains available and remembers details about me. I feel confident in the estate planning we did.
Mary Murphy RN CLCMassachusetts, USA
When I found myself as the executor to my Father's estate, Brandon came highly recommended. Not only did he help my family and me navigate the legal maze of Massachusetts probate laws, I quickly learned that I needed sound guidance for the future; Brandon help me create an estate plan that will insure a quick and stress-free transfer without being a burden to my executors and heirs. Many thanks Brandon...Angelo
Angelo P.Massachusetts, USA
We went in to have are will updated and simplified after many years and I couldn't have been more pleased with the level of professionalism and ease the team has shown us. It's never been easy for me to understand some of these documents, but I feel so confident and comfortable after going through the process with Brendan and Dan.
Peter LydonMassachusetts, USA

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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.

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Cherry Tree and Touchstone Expansion

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

Touchstone Closing
Touchstone Law Offices