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


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


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 40,000 families have put their trust in AmeriEstate

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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

May 25, 2023

Why Hire an Elder Law Attorney

By: AmeriEstate Legal Plan

Seniors face various decisions and may confront unique challenges during the sunset years. If you or a loved one are approaching or in the latter stages of life’s journey, your choices can have lasting financial, health, and well-being impacts now and in the future. Hiring an elder law attorney can protect you or your loved one during your senior years and ease the family’s future burdens.

May 17, 2023

Special Needs Trusts and Supplemental Needs Trusts: Protecting Public Benefits and Providing for Individuals with Disabilities

By: AmeriEstate Legal Plan

Do you have a child, family member, or friend of someone with special needs? In this webinar, we discussed the differences between Special Needs Trusts and Supplemental Needs Trusts.

May 16, 2023

Top 5 Reasons Most Don’t Have an Estate Plan and How You Can Help Ease Clients’ Concerns

By: AmeriEstate Legal Plan

Creating an estate plan is one of the most practical steps for your clients to secure and protect their assets and the future for themselves and their loved ones. However, we’ve found that many are hesitant to proceed. We also see that the reasons for their reluctance tend to fall under five general categories. Let’s review what the five categories are and the benefits of working with AmeriEstate’s estate planning process.