Estate Planning, Handled by Our Partner Firm Citadel Law

Copper Wren Law's practice is probate, trust administration, guardianship, conservatorship, and contested estate matters. Estate planning — drafting the documents that say what should happen — is a different discipline, and the firm refers that work rather than performing it.

Copper Wren Law's own website describes the arrangement in its words: the firm is "proud to partner with David and Anne Gerszewski at Citadel Law Firm in Chandler, Arizona."

In practice that means: you can start the conversation with Copper Wren Law, and the estate-planning work itself would be handled by Citadel. Ask what information is shared and when, so you know who holds what before anything changes hands.

Copper Wren Law spends its time on what happens after the documents are tested. That is a useful vantage point: the estates that become difficult are very often the ones where the plan was out of date, the trust was never funded, or a beneficiary designation contradicted the will.

Planning does not prevent every dispute. It does remove a great many of the avoidable ones.