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
“The people at Ameristate are friendly and are able to understand the needs of the customer once the details are outlined, changing my trust was well managed but time wise could be a little better thanks.”
Peter Deacon
“The whole process was easy from start to end. The paralegal was friendly she called to make sure info was correct and after that a few days set up appointment to sign with notary and less than 2 wks got my packet of completed filed documents. Process was simple and quick.”
Elizabeth Garcia
Contact Us
Schedule a Free Consultation
Disclaimer
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.
