Free consultation - schedule it today
Why have a free consultation with our attorneys:
- Your Local 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.
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, and the entire East Valley. We offer:
Free Consultation
Call (480) 565-8020 or schedule it here
We will agree a time that suits you. We are located in Chandler, very close to Gilbert and the 202.
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.
Planning Process
We schedule Planning Meetings (typically at least two) 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 Asset Coordination Meeting.
Funding
At your Asset Coordination Meeting, we work to ensure that your property, investments, and life insurance are properly titled and beneficiaries elected. This is essential for the estate plan to smoothly affect your wishes.
Call us today to schedule a free in person consultation or schedule below.
CALL US NOW AT
(480) 565-8020
Use the menu on the left to select your option and schedule using the calendar on the right.
Free Consultation means Free Mug! With Chocolate!
Schedule your free estate planning consultation today! Our Trusts and Wills 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 attorney for you but we want to make sure you know that before you pay us anything.
