Protect Your Most Valued Assets

Estate Planning That’s Professional, Easy and Affordable

"What is the Cost of an Estate Plan?”

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

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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 45,000 families have put their trust in AmeriEstate

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Testimonials

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
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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

September 16, 2024

Managing Out-of-State Properties in a California Estate Plan

By: AmeriEstate Legal Plan

Imagine this: you’ve spent years building your dream life in California, with everything carefully planned for your future. But what happens to that charming vacation home in Oregon, or the rental property you inherited in Nevada? How do you make sure those out-of-state properties seamlessly become part of your legacy?

September 13, 2024

4 Types of Intellectual Property and How to Protect It with an Estate Plan

By: AmeriEstate Legal Plan

Let’s talk about intellectual property rights. You may have intellectual property and not even realize it. Should it be added to your estate plan? Absolutely, incorporating intellectual property into your estate planning documents can ensure your creative works, inventions, and trademarks are handled according to your wishes.

September 10, 2024

Do I Need an Attorney to Settle a Trust

By: troy

Establishing a trust is an important part of ensuring your chosen beneficiaries can receive your assets according to your wishes. […]