AmeriEstate Legal Plan
Personalized Estate Planning • Trusted Since 1998 • Affordable Excellence
Serving more than 45,000 families nationally since 1998.
Since 1998, the team at AmeriEstate has been providing personalized estate planning and asset protection services to more than 45,000 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 45,000 families have put their trust in AmeriEstate
Testimonials
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
What Happens to a Living Trust After Death?
If you’re looking to protect your assets and support your children financially, you’re probably considering creating a living trust. Due […]
The Critical Document You Need Before a Medical Emergency: Advance Health Care Directive
What if you’re all alone in the hospital, and a medical team is prepping you for surgery, you’re disoriented, unable to answer their questions. Who will speak for you? What happens next? These are the moments that highlight just how vital an Advance Health Care Directive can be.
What Happens If You Can’t Access Your Spouse’s Accounts in an Emergency?
Recently, a woman called after her husband had suffered a severe heart attack. To her shock, she discovered that she couldn’t access their savings account because her husband was the only one named on it. Despite being married for over 12 years, she wasn’t able to transfer money to pay their bills. He had always handled their finances, and now, in a moment of crisis, she found herself with no access to the funds they relied on to keep their household running.