Comprehensive Estate Planning and
Asset Protection for You

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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.

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.

Trust-Settlement
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 40,000 families have put their trust in AmeriEstate

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Testimonials

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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

February 23, 2021

Death of a Spouse: The Case of Fred and Julie Sampson

By: aimee

The idea of losing your spouse to death may be very painful. However, death is a reality of life and you must take all possibilities into consideration when attending to your estate plan. This is especially salient if your partner is ill or it is otherwise apparent that he or she is likely to die before you do.

February 16, 2021

All About Special Needs Trusts

By: aimee

Often, persons starting on their estate planning journey have a keen eye on their beneficiaries: this is why living trusts are so popular, as living trusts often allow our clients to pass down big-ticket assets like property without the hassle of probate. However, if you happen to have a person with special needs in your life, the estate planning process becomes even more important.

February 08, 2021

COVID-19: Is Your Estate Plan Up-to-Date?

By: aimee

If you are one of the few Americans who has a comprehensive estate plan in place: well done! However, just because you have made the initial strides and time investment does not mean that you never need to look at it again. Everybody is aware of the horrific impact that the COVID-19 virus has had on the world, affecting everybody from an individual level all the way up to the global economy. In this time of pandemic, it is more important than ever that you make sure your estate plan is up-to-date.