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.

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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 45,000 families have put their trust in AmeriEstate

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Testimonials

I knew I needed a Living Trust to protect my family, but did not relish the amount of work, money and time the endeavor would require. I was pleasantly surprised when I found out about AmeriEstate. They do an amazing job of demystifying the Living Trust process and making it affordable for everyone.  This is one of the wisest financial decisions I have ever made. AmeriEstate delivers what they promise, truly a rare commodity in today's world.
Rich V.Chico, 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

April 15, 2025

Navigating Trust Administration After Death: A Guide

By: AmeriEstate Legal Plan

When someone passes away, it's an incredibly difficult time. On top of the grief, there can be the worry of handling that person's affairs, especially if you are named as the successor trustee. The process of managing and distributing assets from a trust, known as trust administration after death, can seem confusing and overwhelming.

April 04, 2025

Understanding How to Get Reimbursed for Funeral Expenses from Living Trust

By: AmeriEstate Legal Plan

Losing a loved one is one of life’s most challenging experiences. In addition to the emotional grief and loss, families often find themselves dealing with a range of unexpected responsibilities, including handling the logistics and financial aspects of the funeral. One question that frequently comes up during this difficult time is: Can I be reimbursed for the funeral expenses I paid for a loved one?

April 01, 2025

DIY Estate Planning Risks: Are You Prepared for Them?

By: Scott

Discover DIY estate planning risks & hidden costs. Learn why professional guidance is crucial to safeguarding your family's future.