Protect your family and assets through careful estate planning
Thank you for downloading the asset inventory and estate planning checklist. We are thrilled to have provided you with valuable resources to help you protect your assets and loved ones and to help you take the first steps toward creating an estate plan.
Document Downloads
Follow these Five Easy Steps
Download the documents above.
Take inventory of your assets.
Complete the estate planning checklist.
Create your estate plan.
Update your estate plan regularly.
Why AmeriEstate?
A good Estate Plan coordinates what happens to your home, savings, investments, businesses, and retirement assets while you are alive and after you die. We work closely with you to establish estate planning services that suit your unique needs and goals. Below are just some of the areas we can help you with.
Who Needs an Estate Plan?
You do—whether your estate is large or small. The use of Revocable Living Trusts is increasingly more common as a foundation for protecting and preserving your estate.
Who Needs a Living Trust?
- Married couples or single parents with minor children.
- Anyone who owns real estate.
- Anyone with assets of $50,000 or more.
- Anyone who desires assets be held “In Trust” and distributed to heirs beyond the default age of distribution, or according to special terms.
- Anyone with special-needs dependents.
- Married couples in a second marriage who want to protect children of a first marriage.
- Business owners.
- Domestic partners.
Advantages of a Trust
- Safeguard your assets
- Avoid probate court
- Reduce or eliminate estate taxes
- Plan for minor children or special needs dependents
- Ensure the proper use of your assets
- Provide an appropriate income for your heirs
- Protect minor children from court-appointed imposed guardianships
- Peace of mind
Estate Planning
Revocable Living Trust
Wills
Durable Powers of Attorney
Advance Care Health Directives
Review of existing Trust
Incapacity Planning and Special-Needs Services
Ensure that your child or family member with special needs is protected
Incapacity Planning
Trust Settlement
Assists your heirs in settling your estate when you pass
Incapacity Planning and Special-Needs Services
Ensure that your child or family member with special needs is protected
Incapacity Planning
Reviews
One of my children has special needs. I was concerned how he would manage after I am gone. AmeriEstate set up a plan that gives me great peace of mind.
Sharon H. San Marcos, TX
My husband was recently diagnosed with Alzheimer’s disease. Thanks to our Trust and some extra effort from AmeriEstate and their attorneys, I was able to qualify my husband for Medi-Cal and protect our estate from the high cost of nursing care.
Ruth T. Los Osos, CA
I would definitely recommend AmeriEstate Legal Plan, Inc. to family/friends seeking both professional and affordable legal services from experts in their field who really care, particularly in the area of estate planning/settling.
John H. Hawthorne, CA
When my dad passed away, I was understandably emotionally devastated and deeply saddened by the loss. To settle his business affairs, I sought assistance from some of my dad’s trusted advisors, and one of them referred me to AmeriEstate Legal Plan, Inc. The professional legal assistance received from AmeriEstate Legal Plan has been invaluable in helping me handle estate property matters in CA as well as out of state.
Lisa L. Rancho Cucamonga, CA
When my mother finally passed away, I counseled with AmeriEstate on settling the estate. They said I would be able to access all of the assets and distribute the estate to the heirs listed in the trust without hiring an attorney or going to court. I didn’t believe them at first, but of course, they were right, and it was very easy!
William B. San Francisco, CA
I was a novice in "Trustee duties". But AmeriEstate expertly guided me through the process. They were knowledgeable, patient, and thorough with a positive and caring attitude. If someone has to go through this experience, I can only hope they are fortunate enough to get the assistance of AmeriEstate. They provided exemplary service in helping me work through the process of being a Trustee.
Verna M. Atwater. CA
I have referred several of my clients to AmeriEstate to establish their Living Trust. I continue to be impressed by the quality of their work, their dedication to client service and satisfaction… and their reasonable price.
David P. Los Alamitos, CA
Our first impression of our Trust was that of a masterpiece in its thoroughness and quality. I thank the staff at AmeriEstate who had a hand in compiling our Trust for their high level of professionalism. We give AmeriEstate 100 stars (not just 5) for their outstanding job and the peace of mind they have provided to us.
Bernard D. Wofford Heights, CA
I knew I needed a Living Trust to protect my family, but did not relish the amount of work, money and time the endeavor would require. I was pleasantly surprised when I found out about AmeriEstate. They do an amazing job of demystifying the Living Trust process and making it affordable for everyone. This is one of the wisest financial decisions I have ever made. AmeriEstate delivers what they promise, truly a rare commodity in today's world.
Rich V. Chico, CA
I wanted to protect my assets and avoid probate after I died. AmeriEstate created a Living Trust and a LLC to accomplish my goals…at a price I could afford.
Florence M. Casa Grande, AZ
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Please be advised that all promotional offers presented in our marketing materials are subject to change, cancellation, and/or termination at any time, and we reserve the right not to offer a particular promotion. Although efforts are made to update and remove outdated promotions promptly, there may be instances where previous offers are still accessible online. We apologize for any confusion this may cause and recommend verifying the validity of any promotional offer through our official channels or by contacting our customer service before making a purchase. Your understanding in this matter is greatly appreciated.