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

Contact Us

Schedule a Free Consultation

Accessible attorneys & advisors guide you through the process.

Talk to a Trust Expert

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