About AmeriEstate
Welcome
We are AmeriEstate, an estate planning firm dedicated to providing a personalized approach to address the needs of everyday people. We specialize in advising and guiding people like you, parents, retirees, new homeowners, professionals, and business owners, helping you preserve and grow your assets over multiple generations.
Why Choose AmeriEstate?
Because our world revolves around you.
At AmeriEstate, estate planning is all we do. 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.
When you select AmeriEstate, you will 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.
Our process focuses on convenience; it is all done over the phone. When your trust is complete, one of our notaries comes to your home (or office) to finalize the document and ensure all your questions get answered.
Lastly, we strive to produce the most comprehensive estate plan at the most economical price—no need to work with a high-priced attorney or give up quality while working with an online-only alternative.
Commitment to Service, Compassion and Education
We take the time to get to know each of our client’s hopes, concerns, and legal goals. It is only after this extensive process that we recommend an estate plan to accomplish these objectives.
We are there, with an empathetic ear, to review and discuss all decisions needed to complete your estate plan.
And, we provide guidance and education every step of the way to ensure that your vision is achieved in the fastest, most economical way possible. We’re not finished until you have zero unanswered questions and 100% satisfaction.
Please Get to Know Us
With a veteran and highly-skilled team of independent attorneys, caring estate advisors, and knowledgeable notaries, we are a collection of experts made better by each other.
Successful ownership of our duties depends upon exceeding expectations—both within the company and on behalf of clients and partners. We strive to perfect every element of your estate plan, drawing on our initiative, compassion, and ingenuity to maintain our innovative leadership position within our industry.
Our Philosophy
AmeriEstate’s philosophy has always been simple: listen to our clients, hear what they have to say.
Once we know you, we can suggest the most appropriate estate planning solution and then guide you through the process. When your estate plan is ready, we send a notary to your home to complete the process and ensure all your questions are answered.
AmeriEstate exists to serve our community through a commitment to reliability, affordability, and accessibility. We remain devoted to upholding the highest standard of quality and service. We are always growing responsibly, always evolving, and always looking ahead.
Successful ownership of our duties depends upon exceeding expectations—both within the company and on behalf of clients and partners. We strive to perfect every element of your estate plan, drawing on our initiative, compassion, and ingenuity to maintain our innovative leadership position within our industry.
Our Founding
AmeriEstate is a family business. In 1998, Art and Ellie Reese became involved in estate planning and setting up living trusts.
Over 40,000 clients later, son Greg is now the CEO and daughter Michelle runs sales and marketing. Art is now retired, but Ellie can be found in the Costa Mesa, CA office proofing trusts and training new people.
The company now has over 30 employees dedicated to serving clients in six states. It has continued to expand its product portfolio to meet the ever-changing challenges people face to preserve their assets for future generations.
Our Commitment
As estate planning experts, AmeriEstate is here to help you manage your trust throughout your lifetime and beyond. We are committed to ensuring your wishes are carried out, minimizing emotional stress, and giving you peace of mind.
Office Locations in Six States
Arizona
California
Maryland
Tennessee
Texas
Virginia
