The Citadel Law Firm is an Arizona-based law firm serving Chandler, Gilbert, Phoenix, Sun Lakes, Mesa, Queen Creek, and the entire Valley. We also work with several clients from the midwest and maintain a part-time office in North Dakota. We serve clients in Estate Planning, Wills and Trusts, Probate, Elder Law, and Mediation, and maintain smaller practices in business law, personal injury, and real estate law.
We make your personal needs and those of your family the focus of our business. If you are looking for an amazing firm to handle all you're estate planning needs this is the place to call. David has a diverse background in law and finance and is a pleasure to consult with. I highly recommend this firm.
We make your personal needs and those of your family the focus of our business. If you are looking for an amazing firm to handle all you're estate planning needs this is the place to call. David has a diverse background in law and finance and is a pleasure to consult with. I highly recommend this firm.
Services
We provide legal services to individuals who are looking to protect their family and assets. Our law firm is based out of the Phoenix East Valley. Citadel Law Firm offers extensive legal services in estate planning, drafting of wills & trusts, and tax lawyer. Our personal experiences as business owners, entrepreneurs, and hedge fund managers gives us unique insight into the challenges involved with protecting your estate and securing your legacy.
Proper coordination of your estate planning, life insurance, investments, and long-term care is essential to minimizing risks to you, caring for your loved ones, and realizing your retirement dreams. The professionals at the Citadel Law Firm work with you and your other advisors to define goals and create a coordinated strategy that builds security for you and protects your legacy as you transition through different stages of life.
Only an experienced estate planning attorney and probate lawyer can help you and your loved ones. Clients often approach our firm after searching online for estate planning attorney Chandler. Our law firm serves clients in estate planning, probate, and elder law, among other areas. Estate planning is ultimately about risk mitigation - that is, reducing risks for individuals, families, and business associates.
It's responsible to plan ahead for any end-of-life concerns that your family may be faced with after you pass. Estate planning helps your loved ones in the future and brings you peace of mind today. Having an estate planning checklist beforehand can help. Even if you don't think you're at a stage where estate planning is necessary, there's nothing wrong with taking care of it early.
Read our estate planning guide if you are looking for Estate Planning Services in Arizona. Estate planning will save your loved ones and heirs a lot of frustration and money. To make sure your loved ones are protected we hope to help with this Arizona Estate Planning Guide. A lot of people doesn't even know where to start when they think about their estate planning.
Reviews (10)
Deb Rollings
Nov 16, 2021
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Christopher Berry
Nov 06, 2021
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I highly recommend David and the Citadel Law Firm for anything related to family trusts and critical documents (POA etc.). They were well prepared for our meetings, right on time, and very knowledgeable. David has a command of the subject matter that enables him to explain complex issues clearly and concisely. I found this very reassuring in dealing with important family matters. David also integrates legal and financial expertise which is critical for devising the best solution for family and finances. Once again, I highly recommend Citadel.
Victor Heinlen
Oct 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We had a great experience with David as we established a family trust. David explained many options and possibilities. He took as much time as we needed, answered our questions and discussed our suggestions.
We would definitely recommend The Citadel Law firm.
We had a great experience with David as we established a family trust. David explained many options and possibilities. He took as much time as we needed, answered our questions and discussed our suggestions.
We would definitely recommend The Citadel Law firm.
Paul Leasure
Oct 14, 2021
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David and Anne were amazing. I brought him information regarding my family estate. In his consultation, he did a very thorough review and provided my wife and I great insight as to the direction and actions that needed to be taken in order to resolve the estate. He is extremely knowledgeable and I would highly recommend him for any of your legal and estate needs.
Vandana Reddy
Aug 20, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
David is very professional and knowledgeable. He spent lots of time explaining the options regarding our trust and will and answered all the questions we had.
His staff is very friendly. If you need an estate plan done professionally we highly recommend him.
David is very professional and knowledgeable. He spent lots of time explaining the options regarding our trust and will and answered all the questions we had.
His staff is very friendly. If you need an estate plan done professionally we highly recommend him.
Ravi Nalla
Aug 18, 2021
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Brooke Ramsey
Jul 15, 2021
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Jeff Chamberlain
Jun 27, 2021
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Brent Samuell
Jun 25, 2021
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David really listened to what we were trying to accomplish before he made recommendations. He thought of things we would not have. The most impressive thing about David and Annie is how professional and gracious they are. My wife and I were immediately put at ease and treated like royalty, no family, during the entire experience. We’ve already recommended Citadel to several of our friends and will continue to.
Ann Klees
May 24, 2021
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We just had a family trust established with David. From our initial consultation to the final signing he and his staff made it easy. He explains things so thoroughly and in terms that are easy to understand. He made a very intimidating process feel comfortable! We highly recommend him and wouldn't hesitate to use him again if needed.
