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
How to Plan an Eco-Friendly Funeral and Make Sure It’s in Your Living Trust
Thinking about the future often involves financial considerations and deciding who inherits assets. But have you considered how your final […]
Can a Special Needs Trust Pay for Utilities?
Yes, a special needs trust can pay for utilities for the designated beneficiary in some cases. However, there are some […]
Navigating Trust Administration After Death: A Guide
When someone passes away, it's an incredibly difficult time. On top of the grief, there can be the worry of handling that person's affairs, especially if you are named as the successor trustee. The process of managing and distributing assets from a trust, known as trust administration after death, can seem confusing and overwhelming.