AmeriEstate Legal Plan: Celebrating 25 Years of Personalized Estate Planning Excellence

Sep 27, 2023
Lifestyle Testimonials
AmeriEstate Legal Plan - Celebrating 25 Years of Personalized Estate Planning Excellence

It's a remarkable milestone for AmeriEstate Legal Plan as we celebrate our 25th anniversary. From our humble beginnings to serving over 45,000 clients today, our journey has been nothing short of extraordinary.

AmeriEstate is a family business, founded in 1998, by Greg Reese and his parents Art and Ellie Reese who embarked on this journey, setting up living trusts to help families preserve their assets. Today, with over 45,000 clients served, Greg our CEO, and his sister Michelle Reese-Johnson, VP of Business Development, carry on as Art and Ellie have retired, but continue to play a role in the Costa Mesa, CA office.

AmeriEstate Legal Plan was founded with a vision to provide accessible and affordable estate planning to individuals and families. The legal landscape can be intimidating and complex, and we recognized the need for a solution that could bridge the gap between people and the assistance they required.

What sets AmeriEstate apart is our unwavering commitment to estate planning. Unlike other firms that offer a range of legal services, estate planning and business formation is our sole focus. This specialization ensures that our clients receive the highest level of expertise and attention to detail.

Our success over the past 25 years can be attributed to our unwavering commitment to our clients and business partners. We've listened to your feedback, adapted to your changing needs, and continued to evolve our services to better serve you. The trust and loyalty of our clients has been the cornerstone of our success.

As we celebrate our 25th year, we remain dedicated to our mission of making quality estate planning accessible to all. Our journey so far has been filled with growth, learning, and above all, a deep sense of gratitude for the trust our clients have placed in us.

We extend our heartfelt thanks to all our clients, business partners, past and present, for being a part of our incredible journey. Your support, feedback, and trust have fueled our growth and will continue to inspire us in the years to come.

As we embark on the next chapter, AmeriEstate Legal Plan remains committed to excellence, innovation, and the pursuit of legal solutions that empower individuals and families. Here's to the next 25 years of service and success!