About Us


By facilitating all aspects of partnership marketing, Affinity Trusts provides innovative messaging to your constituents about the importance of protecting their wealth for generations to come. We offer complimentary educational seminars and resources to help your members, employees and/or clients understand a wide range of planning issues.

Affinity Trusts partners with Citadel Law Corporation to provide legal services. Citadel Law Corporation is one of the leading advanced estate planning law firms in Southern California, serving clients in Orange County, Los Angeles County, and surrounding areas. For over twenty-five years, Citadel Law Corporation has offered a complete range of essential and advanced estate planning services. Citadel Law Corporation has created thousands of advanced estate plans for some of the most prominent individuals, families and businesses in California.


Natalie Spiwak Natalie Spiwak is the President of Affinity Trusts and is a Certified Citadel Estate Planner. Prior to launching Affinity Trusts, Natalie was the Director of Marketing and subsequently the Assistant Director of Alumni Relations at California State University, Los Angeles, where she promoted the value of education and charitable giving for over a decade. Natalie is passionate about educating consumers about the importance of protecting their wealth for generations to come. She has presented hundreds of  educational seminars and radio broadcasts that speak to the importance of establishing a plan that efficiently and cost effectively transfers a person's assets upon death and/or incapacity, thereby avoiding family conflict and resource-intensive probate. Natalie serves the life-planning needs of many with a high level of passion, expertise, and integrity.


Mona SampsonMona Sampson is an Senior Estate Planning Specialist at Affinity Trusts. She has worked in the legal industry for more than 20 years in the Ventura and Santa Barbara Counties. As an alumna of UCSB and long time resident of the Central Coast, Mona has developed strong ties within our community. Mona dedicates her time and efforts to aligning the needs and goals of her clients with the right estate planning solution.