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 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.  

Randi Moore is the Vice President of Client Relations at Affinity Trusts and is a Certified Citadel Estate Planner.  She acts as  a liaison with our partners in support of all products/services provided and influences the development of products or processes to accomodate client needs. Prior to joining Affinity Trusts,  Randi spent over 30 years as an Executive in the field of Higher Education at UCLA and California State University, Los Angeles.  Randi is an expert in the field of marketing and customer relations   She is an award winning event planner and public speaker.  Her passion for excellence and her caring spirit make her an integral member of the Affinity Trusts team.

 

 

 


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