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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

January 24, 2023

Discover the Benefits of Partnering With AmeriEstate

By: AmeriEstate Legal Plan

As a financial advisor, you play a critical role in helping your clients secure their assets and plan for their futures. At some stage, you likely turn them over to an attorney to help them prepare official legal documents.If you do not offer this service in-house, you must refer them to an external legal service. When you partner with AmeriEstate, we provide you with the benefits of offering in-house attorneys to handle your clients’ needs.

January 17, 2023

Case Study: Sarah Jane O’Conner Can’t Move On

By: AmeriEstate Legal Plan

Sarah Jane’s husband passed away 12 years ago, leaving her alone in the large house they raised their two children in. Knowing that the house was the most substantial asset she could pass on to her children, Joe and Laura, Sarah Jane wanted to ensure she protected it.

January 10, 2023

Are You Leaving Money on the Table By Not Offering Estate Planning Services to Your Clients?

By: AmeriEstate Legal Plan

If you work in finance, you know that establishing and maintaining trusted professional relationships with your clients is the only way to grow your business. You also know the importance of proper estate planning when planning for your clients’ financial futures. No matter what interests or asset levels they have, all of them will require estate planning services. Many will ask for such help directly.