Getting Started is Easy!

Sep 19, 2011
Living Trusts

Let us be your guide in securing your essential estate planning needs.  From information and education, to counseling with your qualified attorney, to preparing and recording deeds and other Trust funding support, the AmeriEstate team is here to assist you from beginning to end.

We use a simple 3-part process:

Education:  Consult with an authorized AmeriEstate representative whose role is to help educate you on trusts and probate, give you various options and gather information in preparation for your attorney consultation.

Attorney Consultation:  A Provider Attorney will be assigned to provide your legal consultation via telephone.  Your Attorney will answer your questions and work with you to create a well-crafted and comprehensive estate plan.

Personal Delivery and Notarization of Estate Plan:  A Notary Public who is specifically trained in the delivery and execution of your estate plan will deliver your estate plan to you at your home, where you’ll sign as the documents are explained and notarized.

You can expect superior customer service by our trained and experienced customer service team as well as continuing access to your Provider Attorney for any questions, changes or other assistance you may require.

Call or email our estate planning advisors today to get started:
Toll free:  877-624-9231  or  714-860-7003