Business Details
8 Years
experience
Estate Planning and Probate Lawyers in Chandler, AZ
Citadel Law Firm is a client-focused legal practice specializing in estate planning, probate, trust administration, and elder law. With offices in Chandler, Arizona, and North Dakota, our experienced attorneys provide personalized solutions tailored to each client's unique needs. Our team combines deep legal expertise with a commitment to education and transparency, ensuring clients understand their options and make informed decisions.We prioritize efficiency and affordability, offering flat-rate pricing and free initial consultations to help families protect their assets and plan for the future. Our attorneys bring decades of combined experience in law and finance, delivering comprehensive strategies that address tax planning, asset protection, and long-term care needs while maintaining compliance with state and federal regulations.
Services
Estate Planning
Probate
Trust Administration
Last Will and Testament
Revocable Living Trust
Living Will
Financial Power of Attorney
Health Care Power of Attorney
Dynasty Trust
Estate Planning for Blended Families
Details
- Year established: 2018
Highlights and features
- We offer free initial consultations with experienced estate planning attorneys
- Our team combines legal expertise with financial industry experience
- We provide flat-rate pricing for transparent, predictable legal costs
- Specialized in complex estate planning for blended families and business owners
- Licensed to practice in multiple states with federal court qualifications
What people say
Experienced estate attorneys
Personalized solutions
Thorough explanations
Professional and caring
Efficient service
Services
Estate Planning
Our estate planning services create comprehensive strategies to protect assets and ensure proper distribution. We specialize in customized wills, trusts, and advanced directives that address tax implications and family dynamics. Our attorneys help clients navigate complex legal requirements while considering long-term care needs and business succession planning.
Probate
We guide executors through Arizona's probate process for estates with and without wills. Our services include asset inventory, debt settlement, tax filings, and distribution guidance. We help clients understand court requirements while minimizing delays and conflicts between beneficiaries in both simple and complex probate matters.
Trust Administration
Our firm assists trustees with managing and distributing trust assets according to grantor intentions. We provide guidance on fiduciary responsibilities, tax compliance, and beneficiary communications. We help establish proper asset titling to avoid probate while maintaining flexibility for future modifications to trust documents.
Living Trust
We create customized revocable living trusts to protect assets and streamline inheritance. Our trusts address incapacity planning, blended family dynamics, and tax efficiency. We ensure proper funding through real estate transfers and beneficiary designations while maintaining flexibility for life changes.
Wills
Our attorneys draft legally sound wills that clearly define asset distribution and guardianship arrangements. We help clients understand the probate implications while ensuring their final wishes are properly documented. We also review existing wills for compliance with Arizona laws and changing family circumstances.
People
David J. Gerszewski
Attorney
David Gerszewski combines 20 years of Wall Street experience with estate law expertise. He specializes in integrated estate and tax planning for families and business owners. His background in finance enables comprehensive wealth preservation strategies tailored to Arizona residents.
Elizabeth A. Cole
Of Counsel
Elizabeth Cole provides expert legal guidance in estate planning and probate matters. With extensive experience in trust administration and elder law, she helps clients create customized solutions that protect assets and ensure long-term care planning meets individual family needs.
Giancarlo Ortega
Of Counsel
Giancarlo Ortega specializes in trust administration and estate litigation. His legal expertise focuses on resolving complex probate issues and ensuring proper implementation of estate plans. He works closely with clients to address both immediate legal needs and long-term planning goals.
Questions
What estate planning documents are most important?
Most clients need a revocable living trust, last will, financial power of attorney, healthcare power of attorney, and living will. We help determine which documents best meet your specific needs during our free consultation.
How much does estate planning cost in Arizona?
We offer flat-rate pricing based on complexity. Basic will packages start at $X while comprehensive trust-based plans cost $Y. All fees are discussed upfront during your free consultation with no hidden charges.
Can I create an estate plan without an attorney?
While possible, DIY plans often contain errors that cause family conflicts or legal challenges. Our attorneys ensure your documents comply with Arizona law and properly address tax implications, asset protection, and family dynamics.
Do you handle out-of-state estate planning?
Yes, we help clients with property in multiple states. We recommend revocable living trusts for out-of-state real estate to avoid ancillary probate proceedings while ensuring coordinated estate management.
What happens during your free consultation?
The 30-60 minute meeting covers your goals, current assets, and family situation. We explain planning options, answer questions, and provide pricing details before you commit to any services.
