Estate Planning

Best Estate Planning Lawyer in Chandler, AZ

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David Gerszewski has been elected the best estate planning lawyer in Chandler, Arizona.

Our estate planning attorney has been elected the best estate planning lawyer Chandler, AZ, by two different publications. Read our blog article to learn more.

 

It is with great honor and humility that we announce our firm has received significant recognition in the legal community. David Gerszewski, our esteemed and experienced estate planning attorney, has been elected as the Best Estate Planning Lawyer in Chandler, Arizona by two prestigious publications.

This achievement is a testament to our unwavering commitment to providing exceptional legal services and ensuring our clients' interests are safeguarded throughout the estate planning process. We are truly grateful for this acknowledgment, as it reinforces our dedication to upholding the highest standards of professionalism, expertise, and client satisfaction.

In this blog post, we will explore the details of this prestigious accolade, providing insights into what sets our firm apart and how we aim to positively impact the lives of our valued clients.

We will start by showing a picture of our first clients. Gray and Catherine were our first clients as soon as we opened. They recently came to our office to have their estate planning portfolio redone. We love seeing our clients and helping them when their life circumstances change.

Winner For The Best Estate Planning Lawyer In Chandler - Citadel Law Firm by Quality Business Awards

Estate Planning, Wills and Trusts attorney David Gerszewski and our firm, Citadel Law Firm, are the winners for the best estate planning lawyer in Chandler, AZ by Quality Business Awards. It is an honor to receive it. As experienced estate planning attorneys, we value our clients. Our estate planning services are custom-made for you and your family. We work individually with every client as a boutique estate planning law firm.

 

We will incorporate not only estate planning laws into your estate plan. We will also take into consideration asset protection planning, elder law, tax planning, and business law as part of your estate planning. Our estate planning services are tailor made to suit your family and your moment in life.

Read a summary of the selection criteria from Quality Business Awards below.

The Quality Business Awards are an esteemed recognition that truly sets businesses apart. Earning this seal of quality signifies that a company has achieved an overall exceptional score of 95% or higher based on a comprehensive evaluation process. Representing less than 1% of registered businesses in the USA, recipients of a Quality Business Award have demonstrated an unwavering dedication to providing top-notch products and an outstanding customer experience.

To be considered for this prestigious award, businesses must meet stringent criteria that assess their overall quality rating using an internal point scoring system. Outstanding customer reviews and an excellent reputation across multiple platforms are essential, with a emphasis placed on companies that consistently respond to customer inquiries and address concerns.

Furthermore, businesses with exceptional records spanning multiple years, coupled with minimal complaints, are highly regarded. Quality Business Awards also take into account a company's integrity, community involvement, and efforts to reduce its environmental impact.

Each year, the evaluation process starts anew, ensuring that only the most deserving businesses are recognized for their remarkable achievements.

3 Best Estate Planning Lawyers in Chandler, AZ by 3 Best Rated

David Gerszewski was also elected one of the 3 best estate planning attorneys in Chandler, AZ by 3 Best Rated. Together with Jeffrey P. Hall from Jeffrey P. Hall, PLLC and attorney Francisco Sirvent from Keystone law Firm. You can see the details of the selection for estate planning attorney by clicking here.

Jeffrey P. Hall has been in business since 2005. He is the lawyer behind Jeffrey P. Hall, PLLC. Mr. Hall has been in business for almost 20 years. He has 88 google reviews and a 5 star rating as of May/2024.

Francisco Sirvent is the owner of Keystone Law Firm. Francisco has been in business since 2007, so almost 17 years. He has 213 Google reviews and a 4.8 star rating as off May/2024.

Mr. Gerszewski, usually referred to as just David, has been in business since 2018, for almost 6 years. He has a 135 Google reviews and a 5 star rating as of May/2024. As a second carrier attorney David has been able to create personalized estate planning services from his clients. What sets him apart is his background in finance. He is also very down to earth and enjoy helping his clients. We added below some of his reviews, they say a lot about David and the law firm that he has created. You can read David Gerszewski full bio by clicking here.

If you are looking for an experienced estate planning attorney in Chandler consider David Gerszewski. He will offer you a free estate planning consultation to make sure he is the right attorney for you.

3 Best Rated uses a comprehensive 50-point inspection process to evaluate and select the top attorneys. The key criteria include:

1. Professional Background and Experience:

- Years of experience in the industry

- Ownership history (firm structure - partnership, LLC, etc.)

- Specific services offered and areas of specialization

- Achievements, awards, and recognitions received

2. Online Presence and Reputation:

- Maintaining an up-to-date website with complete information

- Active social media presence and engagement

- Positive reviews and ratings from legitimate customers

- Responsiveness to customer feedback and complaints

- No history of lawsuits or significant negative reviews

3. Business Practices and Customer Service:

- Convenient operating hours and accessibility

- Offering additional services like online appointments, live chat

- Transparent pricing and discounts

- Multiple office locations for customer convenience

- Acceptance of various insurance plans

- Overall satisfaction of the review team after thorough inspection

The selection process involves an in-depth evaluation of the attorney's professional background, online reputation, and customer-centric business practices. Attorneys who excel across these criteria and maintain consistently high standards are recognized as top-rated by 3 Best Rated.

 

Talk to David Gerszewski today, one of the best estate planning lawyers in Chandler, AZ

Call (480) 565-8020 or click here to schedule your free estate planning consultation with attorney David Gerszewski. David is an estate planning attorney in Chandler, AZ. Our estate planning process is designed to attend your individual needs.

After your consultation you will understand why he was elected best estate planning attorney in Chandler, AZ. Working with an experienced estate planning attorney will make your planning experience much better.

Frequently asked questions about Estate Planning in Arizona

1)What are estate planning services?

Estate planning services refer to the process of anticipating and arranging for the disposal of an individual's estate (their property, assets, and obligations) during their lifetime or after death. Some common estate planning services include:

1) Will preparation - Creating a legal document that outlines how a person's assets will be distributed after their death.

2) Trust creation - Setting up a legal entity that holds assets on behalf of beneficiaries. Different types include revocable living trusts, irrevocable trusts, etc.

3) Powers of attorney - Naming agents to make financial and/or healthcare decisions if the person becomes incapacitated. We prefer to create durable power for your family.

4) Beneficiary designations - Properly allocating beneficiaries for assets like life insurance and retirement accounts.

5) Estate tax planning - Structuring assets to minimize estate taxes owed.

6) Business succession planning - Determining how to transfer business ownership and operations. It is specially important for an business owner to work with a AZ estate planning attorney to address their specific estate planning needs.

7) End-of-life planning - Making arrangements for potential incapacity and final wishes.

The goal of estate planning is to ensure a person's assets are distributed according to their wishes in a tax-efficient manner while avoiding unnecessary costs, fees and legal challenges.

2) How long does it take to get my estate planning documents?

Getting your estate planning documents prepared typically takes 1 or 2 weeks after your initial consultation with an estate planning attorney at our law firm. However, if additional information or documentation is required from you, such as details about specific assets, beneficiary information, or other personal data, the process may take up to 1 month to complete.

The timeline can vary based on the complexity of your situation and how promptly you're able to provide any requested materials to the attorney drafting your estate planning documents. The personal attention we provide usually makes our process faster than inn other law firms.

3) Is estate planning law state specific?

Yes, estate planning law is state specific. Each state has its own laws and regulations governing areas like:

- Requirements for a valid will

- Rules around trusts and trust administration

- Estate and inheritance taxes

- Power of attorney parameters

- Guardianship provisions

- Probate processes

- Treatment of digital assets

- Community property rules for married couples

While there are some broad federal laws that apply, such as federal estate tax rules, most of the statutes impacting estate planning are determined at the state level. An estate plan created in one state may not fully comply with the laws of another state.

This is why it's crucial to work with an experienced estate planning attorney who is licensed and knowledgeable about the specific laws and regulations in your state of residency. Estate planning documents need to be properly customized based on where you currently live and where you own property to ensure they are legally valid and your wishes can be properly carried out.