Comprehensive Estate Planning and
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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.

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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 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

January 19, 2021

What Is Involved in a Trust Administration?

By: aimee

The good news is that trust administration does not work very differently than probate. Of course, one of the reasons that you are likely going through estate planning is to help your heirs avoid probate, so this may not sound like a good thing at first.

January 12, 2021

Prop 19 – Another look at prop 19’s effects for CA property owners

By: aimee

The passage of Prop 19 has serious implications for property owners in California. In an attempt to stay ahead of these massive changes to the market, we have already been exploring the ways that Prop 19 has been affecting the estate plans of California homeowners.

January 05, 2021

Estate Planning Tips for the New Year

By: aimee

Now that we are nearly ready to ring in the new year, it is a good time to take a step back and take stock of your estate plan. Many things have changed over the past year (and there's a great deal of uncertainty about the future in many aspects), so taking the time to ensure that you have everything in order is paramount. An updated estate plan is a key component in creating peace of mind in 2021.