Are you a financial advisor? If so, does your area of expertise deal with the various areas of estate planning, if at all? If not, you may want to consider teaming up with AmeriEstate Legal Plan, Inc.

AmeriEstate Legal Plan is one of the largest estate planning services providers in the nation, currently serving the states of Arizona, California, Maryland, Tennessee, Texas and Virginia. Not only has our team of attorneys and other estate planning experts helped over 45,000 families establish and maintain customized, personalized estate plans, but we also offer business partnership opportunities for financial advisors such as yourself.

Partnership Advantages

When you become an AmeriEstate Business Partner, you can rest assured that we will not compete with you for your clients’ business.Instead, our goal is to help you by providing services that you might not offer, acting as your estate planning “back office”. and cannot.

In addition, we offer the following four distinct divisions of estate planning services from which you can choose based on your clients’ goals, objectives and needs:

1. Living Trust Division
2. Trust Estate Administration Division
3. Asset Protection Division
4. Deferred Sales Trust – Reef Point USA Division

Living Trust Division

This Division offers your clients the opportunity to create and maintain any of the following attorney-based estate planning documents:

• Wills
• Revocable and Irrevocable Trusts
• Defective Grantor Trusts
• Special Needs Trusts
• Charitable Remainder Trusts
• Powers of Attorney

Trust Estate Administration Division

This Division exists to guide and assist your clients and their families in settling their trusts and estates.

Asset Protection Division

This Division offers your clients a turn-key solution for their business needs; this includes the following business formation options:

• Limited liability company (LLC)
• S-corporation
• C-corporation
• Family limited partnership (FLP)
• Asset protection strategies

Deferred Sales Trust – Reef Point USA Division

This most unique Division offers your clients the opportunity to take advantage of the Deferred Sales Trust (DST).  A DST can help business owners sell their assets and save on capital gains taxes.  

 A DST is a proprietary form of the installment sale method authorized by Section 453 of the Internal Revenue Code. As such, not every estate planning attorney can offer it. However, AmeriEstate Legal Plan does and can provide this service to your clients that would benefit from it.

Greg Reese, our Chief Executive Officer, is also the Principal and Managing Member of Reef Point, LLC, one of the few companies authorized to provide the DST to clients nationwide. In addition, he is one of only 13 Certified Deferred Sales Trust Trustees in the country.

Getting Started

Whether your clients need wills, trusts, asset protection, capital gains and ordinary income tax deferral or help with estate administration, an AmeriEstate Business Partnership lets you offer them all of these services and more. 

We make it easy for you to get started. Simply contact AmeriEstate Legal Plan, Inc., and speak with John Knickerbocker, our Senior Manager for Business Development. He will be glad to answer all your questions and set you on your path to the increased profits your AmeriEstate Business Partnership undoubtedly will bring.