Estate Planning Lawyer in Chandler, Arizona

Estate Planning Services for you and your family.
Revocable Living Trusts and Irrevocable Trusts.
Last Will and Testament, Living Wills and Powers of Attorney.
Your estate planning lawyer Chandler.

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Citadel Law Firm PLLC

5.0

Based on 209 reviews

Maureen Farinella

19:33 13 Mar 26

I highly recommend Citadel Law Firm to guide you through your trust creation. David and Annie were so thorough and professional throughout the entire updating process. We wanted to ensure our family was protected, it had been 17 years since we created our initial trust and so much of our life had changed. David explained everything clearly, making sure our trust was tailored to our specific needs. He helped us create a new trust and covered scenarios we hadn't even thought of. We now have total piece of mind knowing our trust is properly structured. They took time to answer all our questions and are extremely knowledgeable. It really puts you at ease working with people who have your best interest as their main focus. A true professional in estate planning!

Joe Farinella

19:27 13 Mar 26

David and Annie took the time to explain everything we wanted to know about securing our family's financial futures. They were very patient with us, answering every question we asked. Getting our trust, will and power of attorney's completed put my mind at ease as we move into the next phase of our life. I highly recommend and trust Citadel.

Marie Valfre

19:22 22 Feb 26

First meeting- consultation- Was made to feel very comfortable. All questions were answered quickly and was advised of all that was needed for my personal situation. (David Gerszewski)
Second meeting was to review documents, sign and the documents needing to be notarized were done. A binder was provided to me with my documents, tabbed in categories regarding financial, health, etc Another tab is added to provided your loved ones with information regarding who they will need to contact in the event of my death . This is a GREAT! Everything will be accessible and should make the process easier.

David, Anne and Linda Thank you all for making this so much easier than I could have ever thought it was going to be.

Your professionalism, attention to details and friendliness was wonderful!
I feel such relief that I have finished this.

Thank You,
Marie
Happy Client.

Lawrence Keaty

18:28 10 Feb 26

We had a great experience working with David and Anne. They were very thorough in setting up our trust and made sure we had a good grasp of everything we were doing. Highly recommend!

Monique Hessler

01:53 06 Feb 26

We delayed estate planning for years, expecting it to be a daunting and stressful process. David and Anne made it the complete opposite! From start to finish, the entire process was easy and completely stress-free. They treated us like family, and the most special part is knowing that they show every single client the same care and attention. Thank you so much again David and Anne!

Hoa Phan

02:45 23 Nov 25

David and Anne were incredibly professional and thorough in helping us prepare our estate planning documents. David walked us through every single step of the process and clearly explained how to properly use each document should we ever need them. we highly recommend Citadel Law Firm to anyone looking for knowledgeable guidance through the estate planning process. Thank you so much, David and Anne!

Stuart Hadley

17:53 11 Nov 25

My wife and I enjoyed engaging Citadel to work through some estate planning issues. We had put off this exercise for too long and decided we needed jump on it when some medical issues presented themselves. We found David and Anne to be very easy to work with and were generous with their time. Very professional and thorough. And what we appreciated most were David's and Anne's willingness to move rather quickly in getting our Estate Plan set up. We heartily recommend this team.

DOMINGUEZ MTY

05:46 25 Oct 25

I had a great experience working with David and the team at Citadel Law Firm. They helped my family set up our trust, and the whole process was smooth and easy to understand. David explained everything clearly and made sure we felt comfortable with every decision.

Everyone at the office was friendly, professional, and quick to respond whenever we had questions. You can tell they really care about helping their clients and making sure things are done right. I definitely recommend Citadel Law Firm to anyone looking to have their estate or trust handled.

Marv

18:58 17 Oct 25

Outstanding Service and Professionalism
I recently had the pleasure of working with David and his wife Anne at Citadel Law to set up my living trust. From start to finish the experience was very professional.
David explained every detail clearly, answered all my questions with patience and insight, and made sure I fully understood the process. His expertise and attention to detail gave me great peace of mind knowing everything was done correctly and in my best interest.
His wife Anne was equally wonderful - warm, organized, and very efficient in coordinating everything. Together, they make an exceptional team that truly cares about their clients.
I’m grateful for their excellent service and would highly recommend them to anyone looking for trustworthy, knowledgeable help with estate planning. A top-notch experience all around!
Thank you both,
Marv Howrey
P.S. After meeting Gunner their dog tells me all I need to know about David and Anne, they both have big hearts…

Chandler estate planning lawyers offer affordable Estate Planning Services in Arizona , Gilbert, Queen Creek, and, San Tan.

Planning your estate is one of the most important decisions you’ll make for your family — and having the right attorney in your corner makes all the difference. At Citadel Law Firm, our Chandler estate planning lawyers combine over 30 years of finance and legal experience with a straightforward, flat-fee approach. We’re locally based in Chandler, AZ, and we offer free consultations so you can meet us before you commit to anything.

Our Services – We can help you with:

Estate Planning for Blended Family

Financial Power of Attorney

Health Care Power of Attorney

Trust Administration

Probate

About Citadel Law Firm PLLC®

Lawyer for Estate Planning, Wills and Trusts, Probate, and Trust Administration in Arizona

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. Our estate planning attorneys can service the great Phoenix, either remotely or from our Chandler office.

We serve clients in Estate Planning, Wills and Trusts, Probate, and Trust Administration, and maintain smaller practices in business law. We make your personal needs and those of your family the focus of our business. Our legal team is experienced. Our estate planning services are affordable. If you are looking for an estate planning attorney in my area call us today. We understand estate planning law.

How can we help you

Estate Planning by experienced estate planning attorney.

Our Estate Planning Attorney Chandler care about you. The coordination of one's estate plan, life insurance, investments, healthcare, and long-term care needs are essential to minimizing risks and realizing retirement dreams. We help you prepare for an uncertain future and provide for your loved ones when you are no longer able to make decisions for yourself. Our experienced estate planning attorney will help with everything that you require.

More about Estate Planning

Wills & Trusts

We work with clients to design and draft comprehensive estate plans. Wills and Trusts often form the core of these plans to address asset protection concerns and the transfer of your wealth. We draft and customize your portfolio of documents with you in mind based upon our meetings together and the concerns and goals you express to us.

More about Wills & Trusts

Probate in Arizona

Probate is the type of legal proceeding required to transfer assets from a deceased person to the next owners. A probate must be filed with an Arizona Probate court. We can represent you in probate court and manage your cases to a successful conclusion.

More about Probate in AZ

Elder Law

As an Elder Law Attorney in Chandler, AZ , we work with clients in both crisis planning (for immediate needs) and proactive planning (for future needs) to protect assets and prevent the impoverishment of a healthy spouse. We will determine your loved one's Arizona ALTCS Eligibility Requirements and recommend strategies to qualify for benefits. Depending on the mix of strategies we can employ in your case, you may be able to protect hundreds of thousands or even millions of dollars.

More about Elder Law

Schedule a free estate planning consultation today.

Call (480) 565-8020 or complete the form below.

*You will be redirected to schedule a call with us after submitting the request.

Frequently Asked Questions

What is Estate Planning?

Estate planning is distributing properties after death via will or trust. It is how to handover your property to the family members or any other person after your death. To learn more about Estate Planning watch our video, click here.

“What is Estate Planning?” by attorney David Gerszewski.

What is my Estate?

Anything that you owned at death is not distributed by will, trust or intestacy laws is called your estate. It contains houses, investment properties, bank accounts, jewelry, etc. To learn more about what an estate is watch our video, click here. We can also help with POAs and a Living Will.

Should I hire an estate lawyer to help me draft a Will, or Can I do it myself?

Yes, you can do it on your own but it will not necessarily be what is right for you and your family to avoid probate. It will also not necessarily comply with the law of your state. You need to hire an estate planning attorney to make sure a Will is the right instrument for you. We offer the best estate planning attorney Chandler to help you. Your fist consultation is also free, that way you can make sure we are the right attorney to take care of you and your loved ones. A Chandler estate planning attorney can help.

How much does estate planning cost?

Estate planning can be quoted on a fixed rate or on a hourly rate. Click here to learn more about the costs involved in getting your estate planning set up with an lawyer near you. Price matters but it is not everything. Finding an affordable estate planning attorney that is the right one for your family matters too.

Why should I work with an estate planning law firm instead of a general law firm?

Working with an estate planning law firm instead of a general law firm can offer several advantages, especially when dealing with matters related to estate planning. Having an in depth knowledge about estate planning, estate planning law, probate, and trust administration can save your family time and money.

Some of the advantages of working with an estate planning attorney are:

Expertise and specialization: Estate planning law firms focus exclusively on matters related to estate planning, trusts, wills, probate, and related areas of law. This specialization means that their attorneys have in-depth knowledge and experience in handling estate planning issues, making them better equipped to address your specific needs and concerns.
Customized solutions for you and your family: Estate planning is not a one-size-fits-all process. An estate planning law firm can provide personalized solutions tailored to your unique circumstances and goals. They can analyze your assets, family situation, and long-term objectives to create a comprehensive estate plan that meets your wishes and protects your loved ones. Clients find optimal solutions for their needs.
Updated knowledge bout estate planning and estate planning laws: Estate planning laws are subject to change, and it’s crucial to have professionals who stay up-to-date with current regulations. A specialized estate planning firm will be well-versed in the latest laws and tax implications, ensuring your estate plan remains legally sound and optimized for tax efficiency.
Avoiding mistakes and oversights: Estate planning can be complex, and even seemingly minor errors or omissions in legal documents can have significant consequences. A Chandler estate planning attorney at specialized firms are familiar with potential pitfalls and can help you avoid mistakes that might lead to costly disputes or challenges in the future.
Efficient estate administration: When the time comes for your estate plan to be executed, an estate planning law firm can assist your loved ones and beneficiaries with the probate process, minimizing delays and complications during estate administration. Our estate planning lawyers are also probate lawyers, having the best legal counsel matters in such a difficult time.
Asset protection: If you have substantial assets or complex financial situations, an estate planning law firm can provide strategies to protect your wealth, minimize estate taxes, and ensure a smooth transfer of assets to your beneficiaries.
Holistic approach: Estate planning law firms Chandler AZ often take a comprehensive view of your financial and family situation, considering how estate planning ties into other legal and financial aspects of your life. They can work alongside financial advisors and accountants to create a well-rounded plan that aligns with your overall goals.
Long-term relationship: Establishing a relationship with an estate planning law firm allows you to update your estate plan as your life circumstances change. They can help you make adjustments in response to events like marriages, births, deaths, or changes in financial situations. You want to make sure your hard earned assets or the life of your minor children gets personal attention.

While general law firms may offer some assistance with estate planning, working with a specialized estate planning law firm can provide a higher level of expertise and attention to detail, ensuring that your estate plan is comprehensive, well-structured, and legally sound. Our Arizona attorneys can help you.

Why do we offer a free initial consultation in Chandler AZ?

We offer a free initial consultation to give you the opportunity to meet your attorney as fast as possible and make sure it is a good fit. It is important to work with an estate planning attorney that you are comfortable with.

We will ask you to complete a pre meeting questionnaire so your free case evaluation can be done properly. In the pre meeting questionnaire, we will ask about your legal issues and legal needs to properly access your estate planning needs. we are here to provide the best legal document creation and estate tax planning with the utmost care. That way your Chandler estate planning attorney will be able to design the correct estate planning strategy for you and your family.

Which estate planning documents are right for me?

To see which estate planning documents are right for you we need to understand your estate planning needs. We offer different solutions for different clients. Most of our clients will want to create a revocable living trust. A revocable living trust is usually also created with a last will, a living will, as well as durable power of attorney and healthcare power of attorney. Besides we work on special needs trusts that are an essential tool for families with disabled loved ones, and special needs planning ensures their financial well-being.

Only a Chandler estate planning attorney can recommend the right estate planning solution for you and your family.

Chandler Office Location

Are you looking for an “ estate planning lawyer near me ” or an “estate planning attorney near me” or “best estate attorney near me”? Look no further, Citadel Law Firm is here to help. We are the right estate planner for your family. Our legal services include affordable living trusts and revocable living trusts. We trust our estate planning process. To prove that we offer you a free consultation with an experienced attorney before you even pay us, not all law firms do that.