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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

August 01, 2022

Webinar Video – Hidden Dangers of Probate

By: troy

Discover how easy it is to protect your home, assets, and life savings from probate by planning your estate!Probate is easily avoidable. Find out how easy it can be to protect your assets from probate in this 30-minute webinar, The Hidden Dangers of Probate.

July 22, 2022

Medicaid Planning 101

By: AmeriEstate Legal Plan

Indisputable fact of life #1: Most of us will require some form of long-term care during the final portion of our lives.

June 29, 2022

How Becoming an AmeriEstate Business Partner Lets You Provide Your Clients with the Estate Planning Services They Need

By: AmeriEstate Legal Plan

It’s a fundamental truth that most people need an estate plan, especially if they are high-income and high-net-worth individuals. However, 67% of Americans don’t have an estate plan.