Citadel Law Firm PLLC

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!

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 f

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 planni

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.

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.