Typically, from initial intake discussion to home delivery of your trust by one of our Notaries, is 4-6 weeks. This depends on the complexity of the trust and how quickly we can get key documents such as your property title changed to the name of the Trust.
The trust is basically a safe. You need to fill it with your important assets. Your most important asset is typically your primary residence as well as any other properties you’d like included in the trust. In addition, financial accounts, business and corporate interests, royalties, intellectual property, digital assets, manufactured homes, and vehicles are among other assets to consider. Your AmeriEstate Advisor will go over all items to consider.
Absolutely. At AmeriEstate we offer your heirs a complimentary consultation to discuss their options and provide proper guidance. We've 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. We also encourage you to touch base with us annually to review your trust for important changes.
One main difference between a "Last Will and Testament" and a Trust is that a Will goes into effect only after you die, while a trust takes effect as soon as you create it. A Will is a document that directs who will receive your property at your death and it appoints a legal representative to carry out your wishes. Another key differentiator is that with a Trust you avoid probate. Probate can be costly, time consuming and your information is public.
Probate is a legal process to determine the validity of a Last Will and Testament belonging to a deceased party. Laws vary by state; however, you can expect the process to take anywhere from 2 months to 2 years and cost approximately 2-7% of the value of the estate.
We have estate planning attorneys in California, Arizona, Texas, Virginia, Maryland, and Tennessee. At AmeriEstate, all estate plans are under the direct guidance of a licensed attorney. You will absolutely speak to an attorney; it is an integral part of the AmeriEstate trust process.
Costs vary depending on the complexity of your estate, if you are married or single, etc. We do know that AmeriEstate costs are typically 30-50% less than a private attorney. We are happy to provide a free quote. Call us on (800) 235-0963.
The Legal Plan, which is included free for the first year with the delivery of your trust, has three primary benefits to you: trust assistance, support for other legal issues and DocuBank Access. For trust assistance, membership in the Legal Plan offers: assistance to your heirs regarding your trust or estate plan, simple amendments to your AmeriEstate Living Trust, an annual review and update of your AmeriEstate Living Trust and Periodic updates to Powers of Attorney for primary member. If you have other Legal issues, the AmeriEstate Legal Plan provides access to nationwide panel of attorneys, 30-minute complimentary consultation with attorney for any legal matter and a 25% discount on legal fees beyond the initial complimentary consultation.
DocuBank, included as part of the Legal Plan, provides immediate access to Healthcare Directives and Emergency Medical Information — Anywhere, Anytime, 24/7/365. (A great perk for parents of College Students studying away from home.) Find out more here
We recommend you take a look at your trust every 3-5 years to ensure it still reflects your wishes. For Legal Plan members we offer an annual complimentary “Trust Review” upon your request. Life events such as a change in marital status or number of dependent minors may necessitate a review.
Our trust has provisions that ensure your child’s benefits will not be impacted as a result of their inheritance. We take careful care in preparing our estate to meet you and your family’s needs.
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. This is achieved through an initial conversation with an AmeriEstate Advisor. We then work with you to set up your attorney conversation to go over your specific issues. After the Trust is created, we have one of our professionally trained Notaries come to your home or office to finalize the process and answer any remaining questions. Learn More
We can amend and/or settle your trust provided the trust allows it. If you have a copy of your trust, please call us on (800) 235-0963 we will review it with you at no charge.