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.
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.
Year of industry exprience
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.
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.
Attorney
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
