Free Consultation

Free consultation - schedule it today

        Why have a free consultation with our attorneys:

  • Your Local Lawyer in the Phoenix East Valley
  • Fee quoted before you agree to work with us
  • Integrated Estate Planning and Tax Lawyer
  • Coordinated Estate Planning and Trusts Funding
  • Tailor made solutions designed around your unique concerns

The goal on a Free Consultation is to help you achieve Peace of Mind.

Call us at (480) 565-8020

CLAIM YOUR FREE ASSESSMENT NOW!



What is our Estate Planning process?

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.

We also offer appointments on Saturdays for your convenience.

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.

Meet David J. Gerszewski

David Gerszewski estate planning attorney and tax attorney - compressed

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.

David Gerszewski - Wealth Counsel member

Call us today to schedule a free in person consultation.

CALL US NOW AT
(480) 565-8020