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What is your legal plan? Do I need it?

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.

DocuBank, provides immediate access to Healthcare Directives and Emergency Medical Information. Anywhere, anytime, 24/7/365.

Accessible attorneys & advisors guide you through the process.

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Estate Planning and protecting your assets with a Living Trust is an ever-changing topic. Join our newsletter to be proactively notified of changes that may affect you, your family, and your assets.

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WEBINAR - Estate Planning 101 - Why A Living Trust is Critical Watch Now
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