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.

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 45,000 families have put their trust in AmeriEstate

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Testimonials

I have used AmeriEstate Legal Plan, Inc. over the last year for my Living Trust and my children's Living Trust. Greg and his staff are very helpful, professional and take time to explain all the legal materials. AmeriEstate brings years of experience and handles all kinds of estate planning situations. I would recommend AmeriEstate to all family and friends. Their staff is easy to talk to and responds quickly to emails or calls.
Jeffrey M.Arroyo Grande, 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

January 22, 2025

How Long Are Bank Accounts Frozen After Death?

By: AmeriEstate Legal Plan

When a loved one passes away, unexpected financial challenges can arise, leaving families unprepared. One of the most common issues is frozen bank accounts after death, which can create significant stress.

January 20, 2025

Tips on How to Deal with Greedy Family Members After a Loved One’s Death

By: AmeriEstate Legal Plan

Losing a loved one is an emotionally challenging time, and it’s even harder when family conflicts arise over inheritance. Greedy behavior or disputes can add unnecessary stress and strain relationships, turning what should be a time of healing into a battleground. While these situations can feel overwhelming, there are practical steps you can take to manage them effectively and protect your loved one’s wishes. At AmeriEstate Legal Plan, we believe estate planning should be as easy and stress-free as possible, and we’re here to help you navigate these challenges.

January 13, 2025

What Is the Settlor of a Trust?

By: AmeriEstate Legal Plan

Do you have questions like what is a settlor of a trust? AmeriEstate provides answers in this comprehensive look at the meaning of settlor in a trust.