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Citadel Law Offices and Financial Services (hereafter referred to as Citadel Law Offices) is an independent estate planning law firm specializing in the creation and establishment of Revocable and Irrevocable Inter Vivos Trusts, Charitable Remainder Trusts, Irrevocable Insurance Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Private Foundations, Corporations, Limited Liability Companies and Partnerships, Grant Deeds, and other estate planning documents and strategies. Citadel Law Offices also provides probate, conservatorship, guardianship, trust division, trustee and beneficiary arbitration, and estate settlement services.
Citadel Law Offices does not offer financial advice or sell or promote investments. Its financial services are limited to assisting clients in transferring and titling financial holdings, assets, accounts, real properties and other assets into the appropriate trust or legal entity. Citadel Law Offices has not and does not offer, promote, endorse, warranty or accept any liability for investments of any kind which its clients may individually and unilaterally decide to invest in, from any source, nor does it authorize or endorse any of its representatives or Certified Citadel Estate Planners, (CCEP's), who have become certified through Citadel's paralegal course to promote investments which they may or may not be individually and separately licensed to provide to their clients.
Any insurance products, annuities, variable products, stocks, bonds, mutual funds, securities of any kind, indexed funds, accounts, partnerships, or investments of any kind, including viaticals, tax credits, off-shore accounts, etc. which may be offered to a client by a CCEP or any other independent financial advisor who is separately licensed to provide such investments are offered to that client solely and individually by that individual or CCEP, as an individual financial planner, accountant, stock broker, or investment advisor, as the case may be, and not by or through any affiliation with or recommendation by Citadel Law Offices.
Therefore, I, the undersigned, a Certified Citadel Estate Planner, hereby indemnify and hold harmless Citadel Law Offices, its attorneys, owners, and employees for any and all investments that I may independently offer, or have offered, to my clients, and I do hereby indemnify Citadel Law Offices against and hold them harmless for any and all damages, losses, law suits, legal fees, or liabilities of any kind which may result from any financial advice or investments which I, as an independent financial planning professional, may offer, or have offered, or provided at any time to my clients. I also understand that I am not authorized to use, and I agree that I shall not use the Citadel Law Offices name or logo, business cards or letterhead in connection with any offering of financial advice, securities, investment services or individual investments or financial products of any kind which I may independently offer to any of my clients.
On this 00 day of the month of Mar, in the year 2017, I do hereby promise and agree to all of the above, and I do hereby declare that the above is true and correct under penalty of perjury under the laws of the State of California.
Print Name: Citadel Law
Citadel Law Offices, 2372 Morse Avenue, Irvine, California 92614
(By checking the box "I agree with the terms of the Independent Estate Planner Agreement" I hereby indicate that I agree with all of the terms described above as the Independent Estate Planner)
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