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!
Had the best service with the team. It was easy fast and very helpful. I recommend this place to everyone!
AmeriEstate has done a great job with my estate planning.
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!
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.
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.
They were great and the process went very well.
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.
Very pleasant experience, timely and professional
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.
Pros against probate.
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.

