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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


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.


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.


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

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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

December 03, 2023

The 2024 Estate & Gift Tax Exemption: What You Need to Know

By: AmeriEstate Legal Plan

The Estate Tax and Gift Tax are federal levies imposed on the transfer of an individual’s wealth upon their demise or when a gift surpasses the exempted amount during the donor’s lifetime. Typically, any transfer beyond this exemption threshold incurs a tax rate of 40%.

December 03, 2023

Storing Your Estate Planning Documents in a Safe Place

By: AmeriEstate Legal Plan

Getting organized as the year draws to a close in December sets the tone for a fresh start in 2024. A pivotal part of this preparation should be storing your estate planning documents. Ensuring these critical papers are secure yet accessible becomes an integral aspect of laying the groundwork for a well-prepared future.

November 20, 2023

Putting a House in a Trust: An Introductory Guide

By: AmeriEstate Legal Plan

If you’re like many, your most valuable asset is your home and it’s one you hope to pass on to your heirs after you die. An important component of estate planning is ensuring a transfer of assets to your loved ones with as little financial and emotional repercussions as possible. Putting a house in trust can accomplish that.