Free Consultation - Schedule it Today
Why have a free estate planning consultation with our estate planning attorneys:
- Your Local Experienced Estate Planning Lawyer in the East Valley of Phoenix.
- Avoid Probate and Preserve Assets for spouse and children.
- Flat Fee on most cases before you agree to work with us.
- Integrated Estate Planning, Tax Planning, and Asset Protection.
- Free Review existing Estate Plans for new Arizona residents during the initial meeting.
- Comprehensive estate planning services to safeguard assets, minimize tax liabilities, and ensure a secure future for loved ones.
We offer Free Consultations for Estate Planning and Probate.
Call us at (480) 565-8020
Book a Free Consultation
Welcome to our website. I was born and raised in North Dakota. During my first career, I worked for Wall Street investment banks and hedge funds in New York and London for almost 20 years.
I made Arizona my home in 2013 and now operate the Citadel Law Firm in Chandler serving East Valley clients in Estate Planning, Wills and Trusts, and Tax Law. Our practice designs personalized estate, business, and tax planning strategies for families, business owners, and professionals.
I genuinely care about my clients; they are family and get treated as such. My finance background allows me to provide comprehensive, coordinated, and optimized solutions tailored to clients, their families, and their businesses.
This integrated approach for most clients results in financial security, peace of mind for loved ones, and a clear understanding of the resources that will be available when difficult times arise.
Arizona Estate Planning Attorney
Serving Chandler, Gilbert, Queen Creek, and the entire East Valley. We offer:
How to find an estate planning attorney near you that offers a free consultation?
Your initial consultation with an estate planning attorney should be a free consultation. It is important to work with an estate attorney that you like.
Free Estate Planning Consultation
Call (480) 565-8020 or schedule it here
We will agree a time that suits you. The initial meeting is a relaxed conversation where we gather information about you, understand your goals, and determine the appropriate strategies for your estate planning. We are located in Chandler, very close to Gilbert and the 202. It is important to interview prospective attorneys to find the right fit, ensuring they are experienced, caring, and offer personalized solutions.
First Appointment
At your first appointment, we will ask and Answer Questions to determine the tailor-made estate planning strategy appropriate for you and your family. We will agree on goals and pricing for the legal engagement. It is important to understand the attorney's fees, including whether we offer free consultations, different fee structures such as flat fees or hourly rates, and any additional fees for specific tasks.
Planning Process
We schedule Planning Meetings (typically at least one) with you to review and tailor the draft estate plan. When you are confident the draft estate plan addresses all your goals and concerns, we execute the documents and schedule your Signing Meeting.
Signing and Funding
At your Signing and Funding Meeting, we work to ensure that your property, investments, and life insurance are properly titled and beneficiaries elected according to your estate planning documents. Proper titling and beneficiary elections can help avoid probate and estate taxes, making it essential for the estate plan to smoothly affect your wishes.
CALL US NOW AT
(480) 565-8020
Free Consultation means Free Mug! With Chocolate!
Schedule your free estate planning consultation today! Our Trusts and Wills attorneys, also known as estate planning attorneys, will be pleased to help. We will give you a mug as a thank you for taking the time to see us. We may or may not be the right estate planning attorney for you but we want to make sure you know that before you pay
Finding the right estate planning lawyer is paramount in ensuring the seamless execution of your estate plan. Estate planning lawyers, also known as estate planning attorneys, possess specialized knowledge in navigating the intricate landscape of estate planning law. They offer expertise in various areas, including tax planning, asset protection strategies, and elder law.
With their guidance, individuals can tailor their estate plans to meet specific needs, whether it involves drafting wills, establishing trusts, or addressing child custody concerns.
A skilled estate planning lawyer from a reputable law firm can provide invaluable assistance in utilizing estate planning tools effectively. They offer personalized solutions to safeguard assets and minimize tax liabilities, ensuring a secure future for loved ones. Moreover, many estate planning attorneys offer free consultations, allowing individuals to explore their options and make informed decisions about their estate plans. By partnering with a knowledgeable and experienced estate planning lawyer, individuals can gain peace of mind knowing that their affairs are in capable hands.
To find an experienced estate planning attorney near you who offers a free consultation, you can follow these steps:
- Online Search: Start by conducting an online search using search engines like Google. Use keywords such as "estate planning attorney chandler" or "estate lawyer chandler." This will provide you with a list of attorneys in your area specializing in estate planning. Check their Google reviews online to make sure you are dealing with a honest estate attorney.
- Local Bar Association: Check with your local bar association. They usually maintain directories of attorneys practicing in different areas of law, including estate planning. Visit their website or contact them directly to inquire about attorneys offering free consultations in your area.
- Referrals: Ask for referrals from friends, family members, or colleagues who have used estate planning attorneys in the past. Personal recommendations can be valuable in finding trustworthy professionals. Make sure to ask about the consultation process and whether it's free.
- Online Directories: Utilize online attorney directories that allow you to search for lawyers based on practice area and location. Some popular directories include Avvo (avvo.com) and FindLaw (lawyers.findlaw.com). These directories often provide information about the attorney's practice areas and whether they offer free consultations. They will also have reviews from their piers.
- Law Firm Websites: Visit the websites of law firms in your area that specialize in estate planning. Many law firms mention their consultation policies on their websites, including whether they offer free initial consultations. Look for their contact information or call their office to confirm and schedule your free consultation.
- Contact Attorneys: Once you have a list of potential attorneys, call their offices to inquire about a free consultation. Explain your situation and ask if they provide an initial consultation without charge. This conversation will help you evaluate their responsiveness and determine if they are a good fit for your needs. An estate attorney usually can't give you free legal advice because of their liability insurance. In your initial meeting they can at least outline a good plan for your family situation and your assets.
By following these steps, you should be able to identify an estate planning attorney near you who offers a free consultation. Remember to prepare a list of questions to ask during the consultation to ensure you gather all the necessary information for your estate planning needs. Make sure to search for an estate planning attorney who is also an elder law lawyer if you need assistance in both areas.
You should interview prospective attorneys to make sure they are the right attorney for you. You want an experienced lawyer that has been practicing law for some time but at the same time also care for their job. You want to enquiry about their legal services, their attorney's fees and also if they offer a flat fee for their estate planning services. Most estate planning attorneys will offer flat fees. Estate planning services are essential to help you achieve peace of mind.
What does a estate lawyer do?
An estate lawyer in Arizona provides legal advice and assistance in matters related to estate planning, probate, and trust administration. Here are some specific areas and tasks that estate lawyers handle in Arizona:
- Estate Planning: Estate lawyers help individuals and families create comprehensive estate plans tailored to their specific needs. This involves drafting legal documents such as wills, trusts, powers of attorney, and advance healthcare directives. They provide guidance on tax planning, asset protection, and ensuring the proper distribution of assets upon death.
- Trust Administration: If you have a trust in place, an estate lawyer can assist with trust administration. They help trustees understand their responsibilities, manage assets, and fulfill their duties in accordance with Arizona trust laws. This may involve distributing assets to beneficiaries, handling disputes, or making modifications to the trust.
- Probate: In cases where a person passes away without a valid estate plan or with only a will, the estate may need to go through probate. An estate lawyer can guide the executor or personal representative through the probate process, which involves validating the will, selling property, paying debts and taxes, and distributing assets to beneficiaries according to Arizona probate laws.
- Estate and Trust Litigation: Estate lawyers also handle disputes and litigation related to estates and trusts. This could include contested wills, disputes among beneficiaries, contested guardianships or conservatorships, or allegations of breach of fiduciary duty. They represent clients in court and work towards resolving conflicts through negotiation, mediation, or litigation.
- Elder Law: Some estate lawyers in Arizona also specialize in elder law, which encompasses legal issues affecting older adults. They assist with long-term care planning, Medicaid and VA benefits, guardianships and conservatorships, and other matters specific to elderly individuals and their families.
It's important to note that laws and regulations can vary, so it's always advisable to consult with an estate lawyer in Arizona who is familiar with the specific laws and requirements of the state. You should work with a law firm and receive professional legal counsel from a license attorney in Arizona.
Estate Planning Attorney Cost
Estate plan lawyers costs vary according to their experience, their salary structure and the geographical location. The size and type of the estate will affect the cost. Larger estates may require more complex plans to make sure a family member is protected, specially if you have minor children.
The average estate of a young person may require less effort than a more mature person who has a larger estate. Several reputed estate planning attorneys give free consultations since every situation has its own special needs. You need to find the wills attorney that is right for your legal needs.
To understand more about estate planning costs read our blog about it, click here
When Should I Start Estate Planning?
Several individuals are hesitant to create an estate plan because it seems not 100% necessary. Never get too excited about a situation where you are incapacitated. If you are getting married or have an inherited wealth you should consider making some planning for the future for them. A Chandler estate planning lawyer provides a initial consultative consultation that helps you decide if your estate plan should be implemented.
The estate attorney will give you cost estimates after your consultation and ask if you want to work with them. Your first meeting is not a function of your assets, protecting minor children is part of your estate planning as well. Accidents can also happen with anyone of any age, you will want to avoid probate and save your family the cost and stress associated with it.
Which Estate Planning Documents do you need?
When creating an estate plan, several important documents should be considered. The specific documents you need may vary depending on your circumstances and preferences, but here are some commonly used estate planning documents:
1. Last Will and Testament: A will is a legal document that outlines how you want your assets to be distributed after your death. It also allows you to name an executor who will carry out your wishes, and a guardian for any minor children. A will goes through the same probate court and process.
2. Trust: A trust is a legal entity that holds and manages assets for the benefit of beneficiaries. There are different types of trusts, such as revocable living trusts and irrevocable trusts. Trusts can help avoid probate and estate taxes, provide privacy, and offer more control over asset distribution. They can be customized to your specific goals and needs.
3. Durable Power of Attorney: A durable power of attorney (POA) grants someone you trust the authority to make financial and legal decisions on your behalf if you become incapacitated. This document can help ensure that your financial affairs are managed if you are unable to do so.
4. Healthcare Power of Attorney: A healthcare power of attorney, also known as a healthcare proxy or medical power of attorney, designates a person to make medical decisions for you if you are unable to do so. This document allows you to specify your healthcare preferences and appoint someone to advocate for your wishes.
5. Living Will or Advance Healthcare Directive: A living will or advance healthcare directive outlines your healthcare preferences and instructions for end-of-life medical treatment. It provides guidance to healthcare professionals and loved ones regarding the use of life-sustaining treatments if you are in a terminal condition or permanently unconscious. Living Wills can save your family from a very stressful situation.
6. Beneficiary Designations: Beneficiary designations are not documents per se, but they are crucial for certain assets such as life insurance policies, retirement accounts, property, and payable-on-death bank accounts. By designating beneficiaries, you ensure that these assets pass directly to the named individuals without going through probate.
7. Letter of Instruction: While not a legally binding document, a letter of instruction can provide additional guidance to your loved ones about your wishes, funeral arrangements, contact information for professionals, and other important details that may not be covered in formal legal documents.
It's important to consult with an estate planning attorney who can assess your specific situation and help you determine which documents are most appropriate for your needs. Laws governing estate planning documents can vary and they are state specific for many years, so it's advisable to consult an attorney familiar with the laws of your jurisdiction.
Are you ready to schedule your free consultation with Citadel Law Firm?
If you're interested in scheduling a consultation with Citadel Law Firm you can call (480) 565-8020, or click here to schedule. We recommend visiting our website or contacting us directly through the contact information provide to learn more about our services and what we can do for you.
Frequently asked questions about our Free Estate Planning Consultation
1) What can I expect during a free estate planning consultation?
During the free consultation, we will have a discussion to understand your specific situation, goals, and concerns related to estate planning. However, we will not provide any free legal advice or draft any documents during the consultation. The purpose is to determine whether our services would be a good fit for your needs.
2) How long does a free consultation typically last?
Typically, our free estate planning consultations last between 30 minutes to 1 hour. Here are some additional details:
The initial 30 minutes allow us to:
- Get an overview of your current situation, assets, and family dynamics
- Understand your specific goals and concerns regarding estate planning
- Explain the estate planning process and the key documents involved (wills, trusts, powers of attorney, etc.)
If more time is needed after the first 30 minutes, the consultation can extend up to 1 hour. The additional time may be used to:
- Dive deeper into more complex aspects of your situation (e.g. business interests, blended families, children with special needs, etc.)
- Provide a more detailed overview of possible estate planning strategies that could meet your goals
- Discuss pricing and our flat-rate packages in more detail
- Allow you to ask any additional questions you may have related to the process.
The length ensures we have sufficient time to gather the necessary information about your circumstances, address your questions and concerns, and determine if working together is a good fit. We aim to make the best use of the scheduled consultation window.
What estate planning documents or information should I bring to the consultation?
Any estate planning documents you already have like wills, trusts, powers of attorney, etc. This will give us a better understanding of your current situation.
4) Will you provide pricing details during the free consultation?
At the conclusion of the consultation, once we have a good understanding of your specific situation, goals, and needs related to estate planning, we will go over our flat rate pricing options and packages.
The flat rate structure allows you to know the full cost upfront before engaging our services. This provides transparency and eliminates any surprises with legal fees accumulating hourly.
Our flat rates are customized based on the complexity of your situation, but some typical packages may include:
- Last Will and Testament Package
- Trust Package (Revocable Living Trust)
- Trust Package Plus (Revocable Living Trust plus additional provisions)
- Estate Plan Review/Update (for current established clients)
We will outline what is included in each flat rate package so you can select the one that best fits your requirements. Certain add-ons like advanced tax planning may incur additional fees.
Very few situations fall outside of our flat rate packages. However, in unique, highly complex cases, we may need to propose alternative billing arrangements, which we would disclose upfront.
The goal is to provide affordable, predictable estate planning fees tailored to your needs before you make any commitments. All pricing will be presented transparently during the consultation.
5) Do you offer consultations virtually or just in-person?
Only in-person, if you are in town or incapacitated we may offer virtual at our discretion.
We generally prefer to have the initial free consultation in-person at our office. This allows for a more personal interaction and the ability to review any documents or information you bring.
However, we understand some clients may be out of town or have limited mobility. In those cases, we may be able to accommodate a virtual consultation over video conference on a case-by-case basis, at our discretion. In-person is still our strong preference when possible.
6) What are the benefits of having an estate plan prepared by an attorney?
While online templates exist, having an experienced estate planning attorney draft your plan ensures it is properly customized to your specific circumstances and goals. An attorney can account for factors like your assets, family situation, tax implications, and state laws.
They can recommend the right strategies and customize provisions in legal documents like trusts and wills to carry out your wishes effectively. Attorneys also keep up with changes in laws that could impact your plan over time.
7) Can you help me with estate planning if I have out-of-state property or assets?
Yes, absolutely. While we will start by focusing on your Arizona estate planning needs, we will also ensure any out-of-state real estate, investments or other assets are properly accounted for and aligned with your overall plan. In cases where you own property in other states, we typically recommend a revocable living trust, as it can more effectively manage and transfer out-of-state assets than just a will alone. Additional provisions or legal steps may be needed for out-of-state assets as part of your tailored plan.
8) Do you offer a free review of existing estate plans for new clients?
Yes, for new clients we are happy to review any existing estate planning documents you may have, such as wills, trusts, or powers of attorney, at no charge. Even if these documents were prepared in another state, they are generally valid in Arizona. However, your circumstances may have changed, or laws may be different here. During the review, we can identify any gaps or areas that should be updated in a new Arizona estate plan tailored to your current situation and goals.