My husband was recently diagnosed with Alzheimer’s disease. Thanks to our Trust and some extra effort from AmeriEstate and their attorneys, I was able to qualify my husband for Medi-Cal and protect our estate from the high cost of nursing care.
I was a novice in “Trustee duties”. But AmeriEstate expertly guided me through the process. They were knowledgeable, patient, and thorough with a positive and caring attitude. If someone has to go through this experience, I can only hope they are fortunate enough to get the assistance of AmeriEstate. They provided exemplary service in helping me work through the process of being a Trustee.
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.
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.
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.
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 would definitely recommend AmeriEstate Legal Plan, Inc. to family/friends seeking both professional and affordable legal services from experts in their field who really care, particularly in the area of estate planning/settling.
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.
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.
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.