It was a pleasure setting up our Trust with AmeriEstate. They were so easy to work with that I referred several of my friends to them.
When my dad passed away, I was understandably emotionally devastated and deeply saddened by the loss. To settle his business affairs, I sought assistance from some of my dad’s trusted advisors, and one of them referred me to AmeriEstate Legal Plan, Inc. The professional legal assistance received from AmeriEstate Legal Plan has been invaluable in helping me handle estate property matters in CA as well as out of state.
I am impressed with the client service at AmeriEstate. I have requested two amendments in the past three years and they prepared and personally delivered them to me each time in less than a week. They have always been available to answer my questions. The attorney was very patient and helpful in dealing with my complicated situation.
The representative who delivered our Trust was very pleasant and professional. He helped us to transfer our bank accounts and investments into our Trust with a minimum of fuss.
I have referred several of my clients to AmeriEstate to establish their Living Trust. I continue to be impressed by the quality of their work, their dedication to client service and satisfaction… and their reasonable price.
I took the Trust I got through AmeriEstate to my financial planner. He said it was the most comprehensive Trust he had ever seen!
AmeriEstate has been a valuable resource for me. Their professionalism and work ethics are outstanding. Concise, accurate advice and answers are just a part of their service. AmeriEstate promptly returned my calls & did everything they said they would do. I really appreciate the personal service I received and would highly recommend them to anyone in need of estate planning expertise.
From the estate planner we first met with, to the attorney who counseled with us, to the friendly and helpful people at AmeriEstate, we have been very pleased with our Trust and the service behind it.
I wanted to protect my assets and avoid probate after I died. AmeriEstate created a Living Trust and a LLC to accomplish my goals…at a price I could afford.
I would strongly recommend AmeriEstate for their Living Trust preparation and customer service. We recently made changes to our AmeriEstate Living Trust. All of our questions were answered in timely and professional manner. Plus, we were able to receive the changes the same day.