The AmeriEstate Risk-Free Satisfaction Promise

Oct 6, 2021
Estate Planning

At AmeriEstate Legal Plan, we know how important effective estate planning is to your future security and that of your family. Therefore, we established our attorney network of experienced estate planning and elder law professionals in 1998 and dedicated ourselves to providing high-quality products and services to Americans across the country. Since then, we are proud to say that we have provided personalized estate planning and asset protection services to more than 40,000 clients.

Estate planning isn’t just one of the things we do here at AmeriEstate Legal Plan, it’s the only thing we do. We see it as our mission to make the entire process considerably easier and more affordable than you might expect.

As a full-service estate planning organization, our AmeriEstate team offers you the following services:

  • Comprehensive estate planning
  • Trust settlement guidance for trustees
  • Capital gains avoidance strategies
  • Business formation
  • Nationwide network of experienced attorneys
  • Complimentary initial consultation
  • Available Spanish-speaking attorney and customer service staff
  • In-home document delivery by a Notary Public

Our Risk-Free Satisfaction Promise

When you go to most law firms for estate planning, they charge you an up-front fee but give you no performance guarantee in return. AmeriEstate Legal Plan is different. We truly care about the families we serve and consequently give you our AmeriEstate Living Trust 100% Money-Back Guarantee. If you’re not completely satisfied with our services after working with us for three days, we will refund your entire purchase price.

Living Trust Portfolio

Our unique Living Trust Portfolio is an all-inclusive, comprehensive package that one of our experienced estate planning attorneys creates just for you and your situation. It contains numerous documents such as the following:

  • Estate portfolio overview
  • Trust particulars summary
  • Funding instructions
  • Guides for your original and successor trustee
  • Advance health care directive and living will
  • Power of attorney for financial affairs
  • Anatomical gifts declaration
  • Schedule A listing of assets
  • Personal property distribution directives
  • Final instructions section

Ongoing Process

One of the most important things you should know about us is that we recognize that estate planning is not a one-time event. As your family grows and changes, so does your estate and your need to protect what you have built. Therefore, your one-year membership in the AmeriEstate Legal Plan includes the following for no additional charge:

  • A 30-minute attorney consultation for any legal matter
  • Complimentary consultation with your heirs to explain your trust or estate plan
  • Simple amendments to your AmeriEstate Living Trust
  • A 25% discount on legal fees above and beyond your initial complimentary consultation
  • Prompt customer service from our trained staff
  • Access to the DocuBank SAFE where you can store your vital document files electronically and safely
  • Instant access to your advance health care directive, including contact names and phone numbers in case of an emergency

Bottom Line

All in all, our passion and goal here at AmeriEstate Legal Plan is to exceed your estate planning expectations and provide you with the best, most convenient experience possible. Contact us today. We will be happy to address your issues and concerns and start you on your way to establishing an estate plan that will achieve your goals and objectives and give you peace of mind knowing that you are protecting yourself and your family now and in the future.