ESTATE PLANNING OVERVIEW

Ensure your legacy's protection with our comprehensive Estate Planning services.

Losing a loved one is an experience that can shake us to our core. The pain and chaos it brings can be overwhelming, especially when having to deal with an unorganized estate. At Cherry Tree Legal, we understand navigating this tricky terrain can be daunting. Our Estate Planning firm specializes in assisting affluent families with underage children. We offer tailored solutions to alleviate stress and ensure peace of mind.

Estate planning goes beyond the mere transfer of assets. It involves crafting a comprehensive strategy that reflects your values, priorities, and unique family dynamics. From preparation for emergencies to designating guardians for minors, from tax minimization to smooth estate administration, every aspect calls for careful attention to detail and understanding of your specific situation.

Imagine the relief of knowing that your loved ones will be taken care of according to your wishes, even when you’re not around. Proactive estate planning provides clear guidance to family members, minimizes potential conflicts, and protects your legacy for future generations. At Cherry Tree Legal, our experienced team is committed to guiding you through this process with sensitivity, expertise, and personalized attention.

When you choose us, you’re not just getting a standardized solution. You get a trusted partner, keen on understanding your unique needs and goals. We start with a thorough consultation, answering your queries, and gaining an all-inclusive understanding of your family situation. From this foundation, we build a custom estate plan that safeguards your legacy.

We secured estates for hundreds of clients, safeguarding their financial futures successfully.

Struggling With Estate Planning?

Estate planning is not just about the here and now; it’s about the future, your future, and the future of your loved ones. It’s about planning for the unexpected and making sure that no matter what comes, your family is safe, secure, and well-cared for.

At Cherry Tree Legal, we understand how daunting this task can seem, which is why we are here to help. We offer tailored estate planning solutions to meet the unique needs of each of our clients. Our attorneys are here to guide you through every step of the process, providing expert advice and comprehensive solutions for all your estate planning needs.

20+

Year of industry exprience

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Ready To Secure Your Family's Future?

Estate planning doesn’t have to be an overwhelming process. Our dedicated team is ready to guide you through every step, ensuring each aspect of your estate plan is handled with the utmost care and professionalism.

Meet Our Team of Estate Planning Experts

Our team of legal professionals is committed to offering in-depth consultations to understand your unique needs and goals thoroughly. We stay with you every step of the way, providing ongoing guidance and support to ensure your estate plan stays up-to-date with your evolving circumstances. Trust us to safeguard your legacy and protect your loved ones’ future.

Managing Partner

Nancy I. Theodore

Attorney

Jacob T. Simon

Attorney

Cherry Tree Legal