Business Details
Your Trusted Estate Planning Lawyers in Chandler, AZ
Citadel Law Firm is a dedicated legal practice specializing in estate planning, wills, trusts, probate, and elder law. With a focus on personalized service, our experienced attorneys serve clients in Chandler, Arizona, and surrounding areas, including Gilbert, Queen Creek, and San Tan. We prioritize client education, transparency, and efficiency, ensuring families receive tailored strategies that comply with state laws and protect their legacies.Our team combines legal expertise with a commitment to community, offering free initial consultations to help clients navigate complex estate planning needs. By emphasizing asset protection and proactive planning, we empower clients to secure their financial futures and provide peace of mind for loved ones.
Services
Estate Planning
Revocable Living Trusts
Probate Representation
Elder Law Services
Wills and Trusts
Power of Attorney
Living Will
ALTCS Eligibility
Medicaid Planning
Trust Administration
Highlights and features
- We offer free initial consultations to ensure personalized legal strategies.
- Our attorneys specialize in estate planning, probate, and elder law compliance.
- We provide client-focused education to simplify complex legal processes.
- Our team serves Chandler and surrounding areas with local expertise.
- We design beneficiary-focused plans tailored to individual family needs.
What people say
Excellent job
Highly recommend
Responsive
Compassionate
Proactive planning
Services
Estate Planning
Estate planning ensures your assets and wishes are protected for future generations. Our attorneys design customized strategies to minimize tax liabilities and avoid probate. Clients receive guidance on trusts, wills, and healthcare directives tailored to their unique family dynamics and financial goals.
Revocable Living Trust
Revocable living trusts allow seamless asset transfer while avoiding probate court. We help clients establish trusts that maintain privacy and control over asset distribution. Our plans include successor trustee designations and beneficiary protections to ensure long-term security.
Probate Representation
Probate services guide executors through Arizona's legal requirements for settling estates. We streamline asset distribution, debt resolution, and court filings to minimize delays. Our team represents clients in both contested and uncontested probate matters across the East Valley.
Elder Law Services
Elder law services address long-term care, Medicaid eligibility, and asset protection for seniors. We develop strategies to qualify for benefits while preserving family wealth. Our compassionate approach balances legal compliance with clients' healthcare and financial needs.
Last Will and Testament
Wills establish clear directives for asset distribution and guardianship. We draft legally sound documents that align with Arizona statutes, including pour-over wills for trust integration. Clients receive guidance on beneficiary designations and minimizing family disputes.
People
David J. Gerszewski
Attorney
David combines legal expertise with financial acumen to create comprehensive estate plans. He specializes in trust administration and tax-efficient strategies, prioritizing client education and responsive communication to simplify complex processes.
Elizabeth A. Cole
Of Counsel
Elizabeth focuses on elder law and Medicaid planning, helping families navigate long-term care challenges. Her approach balances legal precision with empathy, ensuring clients' needs align with strategic asset protection solutions.
Giancarlo Ortega
Of Counsel
Giancarlo specializes in probate litigation and estate administration. He advocates for efficient resolutions in contested matters while maintaining a client-centered focus on minimizing emotional and financial strain during transitions.
Questions
What documents are essential for estate planning?
Key documents include revocable living trusts, wills, powers of attorney, and healthcare directives. These ensure asset protection and clear decision-making authority during life and after death.
How can I avoid probate in Arizona?
Establishing a funded revocable living trust avoids probate. Properly titled assets and beneficiary designations also streamline transfer without court involvement, ensuring privacy and efficiency.
What happens if I die without a will?
Arizona's intestacy laws will distribute your assets, potentially overlooking specific wishes or non-traditional family structures. A will ensures your preferences guide asset distribution and guardianship decisions.
Do I need an attorney for estate planning?
While DIY options exist, an attorney ensures compliance with evolving laws, addresses complex family dynamics, and prevents costly errors that could lead to disputes or invalid documents.
How much does a living trust cost?
Revocable living trusts start at $2,000, with comprehensive packages beginning at $3,500. Costs vary based on customization needs, including tax planning and asset protection strategies.
Can I update my estate plan?
Yes, plans should be reviewed and updated for major life events like marriages, births, or significant asset changes. We offer consultations to ensure your documents remain current and effective.
