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
Retirement Plans are Changing in 2025: What to Know
Retirement planning is evolving, and staying informed about these changes is critical for securing your financial future. Starting in 2025, the IRS will increase the maximum contribution limits for 401(k) and similar retirement plans. Individuals will be able to contribute up to $23,500 annually, up from $23,000 in 2024. Workers aged 60 to 63 can make additional "super" catch-up contributions of $11,250, allowing a total annual contribution of $34,750.
Estate Planning Considerations for Diverse Couples and Families
Proper estate planning is so important for anyone who has assets they wish to protect. Estate planning ensures that your wishes are honored; your assets are distributed as you intend, and your loved ones are cared for. While the 2015 Supreme Court ruling that legalized same-sex marriage created significant opportunities for LGBTQ couples, there are still unique challenges they need to consider.
Can a Living Trust Be Contested?
A living trust helps protect your assets in case you cannot manage them during your lifetime. It also transfers those […]