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
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.
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.
More than 45,000 families have put their trust in AmeriEstate
Testimonials
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
How Does a Trust Work When Someone Dies?
How does a trust work when someone close to you passes away, figuring out what happens next with their assets can be tough. If a trust is involved, this process, called trust administration, directs how assets get managed and distributed. Trust administration helps ensure things go according to plan, as your loved one intended.
Avoid Unclaimed Property: How a Living Trust Protects Your Assets
Did you know that over $70 billion in unclaimed property is currently held by state governments? These funds include forgotten bank accounts, uncashed checks, retirement savings, life insurance policies, and digital assets—all left behind because there was no estate planning in place. Without a clear plan, your hard-earned assets could be lost in legal limbo instead of benefiting your loved ones.
Protect Your Home: Why and How to Add Your Living Trust to Your Home Insurance Policy
Are you setting up a trust to protect your assets and to pass down to your children? It might be something you never thought about. But did you know that your homeowner's policy might not fully cover your living trust trust if you do not properly add trust to homeowners insurance? You do not want to find out the hard way that your insurance won't pay out when you need it most.