Trust Administration

Navigate Trust Administration with confidence through our specialized services.

At Cherry Tree Legal, we specialize in providing concierge services tailored to meet your unique needs. Trust administration is a crucial aspect of estate planning, ensuring that your assets are distributed according to your wishes while minimizing tax liabilities and streamlining the process for your loved ones. Whether you’re a trustee overseeing a trust or a beneficiary navigating the complexities of trust administration, our dedicated team is here to guide you every step of the way.

Trust administration involves managing the assets held within a trust and ensuring that they are distributed in accordance with the terms of the trust document. This process can be intricate and time-consuming, requiring careful attention to detail and adherence to legal requirements.

Our firm understands the complexities involved in trust administration which is why we offer comprehensive concierge services to simplify the process for our clients. We provide personalized support tailored to your specific needs from coordinating with financial institutions to transferring assets to beneficiaries. We handle every aspect of trust administration with precision and expertise.

For beneficiaries, trust administration can often feel overwhelming, especially during a time of grief or transition. Our compassionate team is here to provide the support and guidance you need to navigate the process with confidence.

Through Cherry Tree Legal's precise trust administration services, we've ensured a seamless transition of assets for numerous clients.

Overwhelmed By Trust Administration?

Trust administration can seem like a daunting task, filled with legal jargon and complex procedures. But it doesn’t have to be. At Cherry Tree Legal, we’re committed to making trust administration as simple and straightforward as possible for our clients.

Our expert team works closely with trustees, providing guidance on investment decisions, record-keeping requirements, and compliance with tax laws. And for beneficiaries, we explain everything in clear, understandable language, advocating for your interests every step of the way.

20+

Year of industry exprience

Happy young couple make a deal with their personal financial advisor in bank

Streamline Your Trust Administration Process

Managing a trust shouldn’t be an overwhelming experience. Our team of professionals is dedicated to guiding you through every step, ensuring each aspect of the trust administration is handled with utmost professionalism and precision.

Meet Our Team of Trust Administration Professionals

Our team of trust administration professionals is committed to providing the guidance, support, and personalized services that you deserve. We understand the complexities involved in trust administration, and devote our expertise to ensure a smooth, efficient process. We keep you informed and updated throughout, prioritising communication and accessibility to answer your questions and address your concerns. Trust us to provide the highest level of service and support, tailoring our approach to your unique needs and circumstances.

Managing Partner

Nancy I. Theodore

Attorney

Jacob T. Simon

Attorney

Cherry Tree Legal