Citadel Law Firm
I selected David based on the extensive expertise and in-depth knowledge he had which was evident during our initial intake meeting. David did an excellent job helping me sort through some complicated estate issues and was able to answer all of the numerous questions I had. David was very responsive, provided excellent recommendations, and exceptional support in helping me understand all aspects of the trust and every step I needed to take to move my funds into the trust. He was very efficient and covered all of my personal concerns which transformed an overwhelming situation for me into a matter I am now comfortable with. I highly recommend David's services!
Official Website
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- Estate Planning
- Living Trust
- Dynasty Trust
- Last Will and Testament
- Financial Power of Attorney
- Health Care Power of Attorney
- Living Will
- Probate
- Trust Administration
- Estate Planning For Blended Family
Sentiment Analysis
I really appreciated the time David took to explain all of the parts of our plan to make sure we understood exactly what we were getting.
My working with David and Annie was similar to being with close family members.
I met with David to discuss whether to transfer my home to an irrevocable trust.
Thanks David, I appreciate your candid and helpful advice.
Annie was particularly helpful and diligent to make sure all was done correctly and with a great attitude.
David & Annie are some of the most caring people I’ve met and their values match mine which is why I’ve felt so comfortable recommending their services to my friends and family.
Seamless experience, trustworthy people!
Couldn't be more pleased with the experience that I had with David and Annie, both were very personable, thoughtful, kind and extremely patient.
I would recommend them to friends and family.
You get a very family feel from them and its so refreshing to deal with professionals that are down to earth and make you feel at home.
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