Citadel Law Firm PLLC

FRED MEYERS 

on Google

4 months ago

You will not be disappointed with CITADEL! We had an off the shelf (mess) trust, not prepared by an attorney. We first met with a larger firm in Mesa, that gave us bait and switch pricing and some IRA answers we were not comfortable with. We then met with David at Citadel. He is very cordial and up front with the process. David advised what items to include and not include in the trust. The firm is extremely efficient and we had our document in a few weeks. Our new, amended trust binder is well organized and set up with all... read more

Karen BISHOP 

on Google

2 months ago

I can’t say enough good things about my experience with Citadel. Both David and Anne were professional, warm and welcoming. David answered all our questions, even the silly ones. He made mumbo jumbo legal talk understandable. I left feeling informed and happy with the decisions that were made. So happy we found Citadel! Also, you know both David and Anne are good people since they love their rescue dog!! 

Maureen Farinella 

on Google

5 months ago

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 ... read more

Bob Mosemak 

on Google

3 months ago

My wife and I created our family trust by an attorney in California who specialized in trusts. We moved to Arizona and used a local family trust "specialist" to update and review our trust. Feeling everything was done right we let it be until recently when we wanted come changes. We had attorney David Gerszewski review our trust and affect changes. We were advised it was not properly created and missing many documents and reworded sections. It was obvious that many important documents had not been created to affectively prov... read more

Marie Valfre 

on Google

6 months ago

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 GR... read more