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AmeriEstate Legal Plan

Proven • Tested • Affordable
Serving more than 40,000 families nationally since 1998.

Since 1998, the team at AmeriEstate has been providing personalized estate planning and asset protection services to more than 40,000 clients. It’s not just one of the things we do, it’s the only thing - meaning we make the process much easier than you would expect, and more affordable than you might think.

Our Services


AmeriEstate is the preferred resource for estate planning. We specialize in advising and guiding people like you, parents, professionals and business owners, helping you preserve and grow your assets over multiple generations. When you select AmeriEstate, you’ll quickly recognize that our personalized process, approachable customer service, knowledgeable attorneys, at-home delivery by specially trained notaries and best-in-class products set us apart. We aspire to give everyday people a customized strategy perfectly tailored to their needs allowing them to face the future with confidence and peace of mind

At AmeriEstate we offer your heirs a complimentary consultation to discuss their options and provide proper guidance. We have 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.


AmeriEstate offers several products to address capital gain mitigation. This includes deferred sales trusts and charitable trusts.

The primary benefit to business incorporation is limited liability. When you own a small business, you will invest a lot of money into not only getting it launched, but in keeping it running smoothly as well. As the owner you are responsible for any debts and losses your business may accumulate along the way. However, when you incorporate, you are typically only held responsible for the amount of money you personally invest. Your personal assets typically cannot be used to satisfy the debts and liabilities of your business.


More than 45,000 families have put their trust in AmeriEstate

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Trusts are complicated documents and our estate planning experts can help you navigate through the nuances of defining which product is best for your situation.

Recent Articles

July 08, 2024

The Hidden Risks of Joint Bank Accounts with Your Children

By: AmeriEstate Legal Plan

At AmeriEstate Legal Plan, we often hear from clients who believe that adding their children to their financial accounts is a simple and cost-effective way to manage their assets. Banks frequently suggest this approach, and it might seem like a logical and convenient solution. However, the reality is that this decision can lead to significant legal and financial pitfalls.

June 18, 2024

Does a Living Trust Need To Be Recorded in California?

By: AmeriEstate Legal Plan

Are you considering setting up a trust for your heirs but are concerned about your estate affairs becoming public knowledge? At AmeriEstate, we understand your desire to keep your estate private. Fortunately, when you create a living trust in California, you do not need to record the document with the county or state. Establishing a revocable trust protects your assets and maintains your privacy. Living trusts are an important estate planning tool that provides numerous benefits for you and your heirs, not the least of which is keeping your trust out of public records.

June 04, 2024

The Importance of Estate Planning for Military Personnel

By: AmeriEstate Legal Plan

Military personnel, both active duty and veterans, dedicate their lives to serving their country with honor and courage. With all the demands of service, it's crucial to think about another important aspect, estate planning. This ensures your wishes are respected and your loved ones are cared for in the event of unforeseen circumstances. It's important for both active military personnel and veterans to establish a living trust or, at the very least, power of attorneys and healthcare directives.