Living Trust & Estate Planning Legal Services

Have you established a living trust in case of an
illness or death?

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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.

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Our Services

Estate Planning

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

Trust Settlement

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.

Capital Gains Avoidance

AmeriEstate offers several products to address capital gain mitigation. This includes deferred sales trusts and charitable trusts.

Business Formation

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.

Why AmeriEstate?

Most Convenient

Best Product

Best Price

Attorney Guided

In Home Delivery by Notary

All Properties placed in Trust

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

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Testimonials

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.

Sharon H. San Marcos, TX

My husband was recently diagnosed with Alzheimer’s disease. Thanks to our Trust and some extra effort from AmeriEstate and their attorneys, I was able to qualify my husband for Medi-Cal and protect our estate from the high cost of nursing care.

Ruth T. Los Osos, CA

I would definitely recommend AmeriEstate Legal Plan, Inc. to family/friends seeking both professional and affordable legal services from experts in their field who really care, particularly in the area of estate planning/settling.

John H. Hawthorne, CA

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.

Lisa L. Rancho Cucamonga, CA

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!

William B. San Francisco, CA

I was a novice in "Trustee duties". But AmeriEstate expertly guided me through the process. They were knowledgeable, patient, and thorough with a positive and caring attitude. If someone has to go through this experience, I can only hope they are fortunate enough to get the assistance of AmeriEstate. They provided exemplary service in helping me work through the process of being a Trustee.

Verna M. Atwater. CA

I have referred several of my clients to AmeriEstate to establish their Living Trust. I continue to be impressed by the quality of their work, their dedication to client service and satisfaction… and their reasonable price.

David P. Los Alamitos, CA

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.

Bernard D. Wofford Heights, CA

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 ever made. AmeriEstate delivers what they promise, truly a rare commodity in today's world.

Rich V. Chico, CA

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.

Florence M. Casa Grande, AZ

A Discussion in Price Ranges

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.

March 21, 2023

Case Study: Charlotte Masser Cannot Pay for the Care She Needs

By: AmeriEstate Legal Plan

Charlotte was just 19 when the entire course of her life changed in a moment. She was driving home from classes on an early winter evening. The daytime temperatures were warm, leaving the roads wet from melting snow. When the sun set, the mercury dipped rapidly. Charlotte couldn’t see the patch of black ice on the overpass. She lost control of her car and crashed.

March 16, 2023

Webinar Replay: Is Your Living Trust Properly Funded

By: troy

Creating your trust is very important. Now is always the time to fund your living trust. It is imperative to fund or put assets into your living trust for a variety of reasons. Watch this webinar to learn more.