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Reviews and Testimonials

What our customers say about working with AmeriEstate Legal Plan:

Finally with Ameritrade's support I was able to complete my estate plan in a very short time...something I have been dragging my feet on for 10 years. They gave me exactly the tools and the support I needed to get it done simply and quickly, and I am thrilled and relieved!

Andi Schreibman
September 3, 2024

Had the best service with the team. It was easy fast and very helpful. I recommend this place to everyone!

Adriana Carbajal
August 28, 2024

AmeriEstate has done a great job with my estate planning.

Andre Brysha
May 4, 2017

The AmeriEstate Family cares about their clients and provides expert care in Estate planning. They've helped so many of my friends and family understand this complicated area!

Sporty Spice
May 18, 2017

I feel very satisfied with the proficiency and diligence that AmeriEstate provided while setting up our living trust. They answered all of my questions and took care of my unique circumstances. I would recommend them to anyone who needs estate planning expertise.

Mike Rickham
June 27, 2018

I had a great experience with AmeriEstate. They never pressured me with any timelines and let me go at my own pace. I had requests that I asked them about and they worked with me very well. I would highly recommend them to all of my friends and relatives that would need these services.

Max Shubin
August 13, 2018

They were great and the process went very well.

scottharrison8
October 2, 2018

Cassandra Cortez was extremely compassionate and professional in regards to assisting us with my mother's living trust. I would highly recommend AmeriEstate to friends and family.

Michelle Rodriguez
December 27, 2018

Very pleasant experience, timely and professional

David Kincaid
September 13, 2018

I had a great experience with this revocable trust process, the only thing is that it to so long, but every time I called Mr. Daniels in Virginia he guided me during the waiting process. I am glad that is done for the protection of my grand-children, I do recommend this service, because they answer all the questions and clarify all the doubts. Thank you very much for your help.

Teresa Balderrama
August 17, 2018

Pros against probate.

Pat Thomas
January 29, 2019

What you cited you would do regarding our legal plan was accomplished quickly, given all the paperwork required, and with the utmost courtesy. At times contact was delayed for completing documents/information gathering, however, your individuals were always cooperative and pleasant in carrying through. We now feel comfortable that with an untimely demise with one or both of us our children and significant others will be able to complete disposal of our estate with minimum of time and difficulty. Thank you for the service and we were very pleased with the savings you allowed us by this service.

Richard Roberts
January 11, 2019
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