I would strongly recommend AmeriEstate for their Living Trust preparation and customer service. We recently made changes to our AmeriEstate Living Trust. All of our questions were answered in timely and professional manner. Plus, we were able to receive the changes the same day.
From the estate planner we first met with, to the attorney who counseled with us, to the friendly and helpful people at AmeriEstate, we have been very pleased with our Trust and the service behind it.
I wanted to protect my assets and avoid probate after I died. AmeriEstate created a Living Trust and a LLC to accomplish my goals…at a price I could afford.
I have referred several of my clients to AmeriEstate to establish their Living Trust. I continue to be impressed by the quality of their work, their dedication to client service and satisfaction… and their reasonable price.
I took the Trust I got through AmeriEstate to my financial planner. He said it was the most comprehensive Trust he had ever seen!
When my dad passed away, I was understandably emotionally devastated and deeply saddened by the loss. To settle his business affairs, I sought assistance from some of my dad’s trusted advisors, and one of them referred me to AmeriEstate Legal Plan, Inc. The professional legal assistance received from AmeriEstate Legal Plan has been invaluable in helping me handle estate property matters in CA as well as out of state.
One of my children has special needs. I was concerned how he would manage after I am gone. AmeriEstate set up a plan that gives me great peace of mind.
The representative who delivered our Trust was very pleasant and professional. He helped us to transfer our bank accounts and investments into our Trust with a minimum of fuss.
My experience with AmeriEstate Legal Plan was above and beyond superb. Compared to two previous experiences I have had creating a Living Trust, this was far and beyond the best service I have ever received. AmeriEstate is very consistent, efficient and exceptional from the beginning to end. I felt very comfortable and at ease.
My husband was recently diagnosed with Alzheimer’s disease. Thanks to our Trust and some extra effort from AmeriEstate and their attorneys, I was able to qualify my husband for Medi-Cal and protect our estate from the high cost of nursing care.