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AmeriEstate Legal Plan

Proven • Tested • Affordable
Serving more than 40,000 families nationally since 1998.

Since 1998, the team at AmeriEstate has been providing personalized estate planning and asset protection services to more than 40,000 clients. It’s not just one of the things we do, it’s the only thing - meaning we make the process much easier than you would expect, and more affordable than you might think.

Our Services

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AmeriEstate is the preferred resource for estate planning. We specialize in advising and guiding people like you, parents, professionals and business owners, helping you preserve and grow your assets over multiple generations. When you select AmeriEstate, you’ll quickly recognize that our personalized process, approachable customer service, knowledgeable attorneys, at-home delivery by specially trained notaries and best-in-class products set us apart. We aspire to give everyday people a customized strategy perfectly tailored to their needs allowing them to face the future with confidence and peace of mind

At AmeriEstate we offer your heirs a complimentary consultation to discuss their options and provide proper guidance. We have worked with thousands of families to carry out your wishes. This is something that differentiates AmeriEstate from other trust providers; we are there every step of the journey.

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Capital-Gains-Avoidance

AmeriEstate offers several products to address capital gain mitigation. This includes deferred sales trusts and charitable trusts.

The primary benefit to business incorporation is limited liability. When you own a small business, you will invest a lot of money into not only getting it launched, but in keeping it running smoothly as well. As the owner you are responsible for any debts and losses your business may accumulate along the way. However, when you incorporate, you are typically only held responsible for the amount of money you personally invest. Your personal assets typically cannot be used to satisfy the debts and liabilities of your business.

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More than 40,000 families have put their trust in AmeriEstate

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Testimonials

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Trusts are complicated documents and our estate planning experts can help you navigate through the nuances of defining which product is best for your situation.

Recent Articles

February 27, 2024

Prop. 19 Webinar Replay, Overview, and Q&A

By: Scott

In this informative webinar we discuss the critical aspects of Advanced Health Care Directives (AHCD) and Do Not Resuscitate (DNR) forms. We provide valuable insight into the purpose and significance of AHCD, shedding light on the key differences between the two documents and equip you with the knowledge to make informed healthcare decisions.

February 27, 2024

Revocable Trusts vs. Irrevocable Trusts

By: AmeriEstate Legal Plan

You’ve worked hard to earn the things you have today. You’ve purchased a home, invested wisely, secured a savings account, or started a business; you know these are life changing assets. That means you should plan for what happens to them when you pass away. One way to make a plan for your assets to be passed to your heirs is to create an estate plan or living trust.

February 23, 2024

How Much Does It Cost To Set Up a Living Trust?

By: AmeriEstate Legal Plan

The most common choice you have when setting up an estate plan is the choice between a will and a living trust. A will triggers probate unless your estate falls below a minimum threshold of value. In many states, the minimum threshold is about $50,000.