Estate and Asset Planning, Preservation and Protection
With more than 40,000 clients since 1998, the team at AmeriEstate has been providing highly personalized estate planning and asset protection services. It’s not just one of the things we do here, it’s the only thing - meaning we make the process much easier than you’d expect, and more affordable than you might think.
Welcome to AmeriEstate - A passion for protecting what is important to you!
One of the key goals of estate and Trust planning is to avoid federal estate taxes. Careful estate planning can eliminate a significant estate tax burden for surviving spouses and their beneficiaries. Any of the Trusts below can be useful tools in preserving an estate's assets. But which Living Trust is right for you?
With all these options, it is more than prudent to work with AmeriEstate and a qualified attorney who understands how to design a plan that best fits your needs.
New articles are posted regularly into our news and blog section. Search our website for your subject of interest. And if you do not find what you are looking for just contact us and we will be glad to help.
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I am impressed with the client service at AmeriEstate. I have requested two amendments in the past three years and they prepared and personally delivered them to me each time in less than a week. They have always been available to answer my questions. The attorney was very patient and helpful in dealing with my complicated situation.
I took the Trust I got through AmeriEstate to my financial planner. He said it was the most comprehensive Trust he had ever seen!
I am a Successor Trustee for someone who has an AmeriEstate Living Trust. The staff at AmeriEstate has been amazing with helping me make sure that everything is taken care of and in order for when something happens. They are extremely knowledgeable and friendly. I will be setting up my own estate plan with AmeriEstate.
I knew I needed a Living Trust to protect my family, but did not relish the amount of work, money and time the endeavor would require. I was pleasantly surprised when I found out about AmeriEstate. They do an amazing job of demystifying the Living Trust process and making it affordable for everyone. This is one of the wisest financial decisions I have have ever made. AmeriEstate delivers what they promise, truly a rare commodity in today’s world.
Our first impression of our Trust was that of a masterpiece in its thoroughness and quality. I thank the staff at AmeriEstate who had a hand in compiling our Trust for their high level of professionalism. We give AmeriEstate 100 stars (not just 5) for their outstanding job and the peace of mind they have provided to us.
One of my children has special needs. I was concerned how he would manage after I am gone. AmeriEstate set up a plan that gives me great peace of mind.
From the estate planner we first met with, to the attorney who counseled with us, to the friendly and helpful people at AmeriEstate, we have been very pleased with our Trust and the service behind it.
I wanted to protect my assets and avoid probate after I died. AmeriEstate created a Living Trust and a LLC to accomplish my goals…at a price I could afford.
When my mother finally passed away, I counseled with AmeriEstate on settling the estate. They said I would be able to access all of the assets and distribute the estate to the heirs listed in the trust without hiring an attorney or going to court. I didn’t believe them at first, but of course, they were right, and it was very easy!
When my dad passed away, I was understandably emotionally devastated and deeply saddened by the loss. To settle his business affairs, I sought assistance from some of my dad’s trusted advisors, and one of them referred me to AmeriEstate Legal Plan, Inc. The professional legal assistance received from AmeriEstate Legal Plan has been invaluable in helping me handle estate property matters in CA as well as out of state.