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Reviews and Testimonials

What our customers say about working with AmeriEstate Legal Plan:

They literally walk you thru everything, no question unanswered. The most enjoyable people to work with and they know everything about planning. No stone left unturned!

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Carmelita Longobardo
August 2, 2020

Every one we have dealt with has been very professional and helpful. They are quick to respond to any requests and make sure that we are satisfied with their response.

Uncategorized

Jimmy Perkins
August 2, 2020

I finally got the Living Trust done thanks to AmeriEstate.

Living Trust

Steve DuPuy
August 5, 2020

They AmeriEstate team made the whole estate planning process very smooth and simple.

Uncategorized

Sean Clarke
August 6, 2020

We updated our Trust with AmeriEstate and were very happy. They listened to our needs, and we received them in writing to approve prior to the attorney receiving the updates. Once he received them, he called us to clarify a few items. A few weeks later, we received notification the documents were ready for our signature. They were extremely careful during this process due to the Covid-19 guidelines. Overall it was a very easy, and professional experience.

Estate Plan, Living Trust, Trust Administration

Jan Wold
August 10, 2020

Everyone on the staff work together in a timely manner to accomplish our goals. Their perseverance was deeply appreciated

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James Morrison
August 13, 2020

We were very impressed with the whole process. We have already passed the contact info to several family members

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Barbara Ulrich
August 26, 2020

Everything went as promised, smooth and professional. Easy to work with and very responsive.

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Richard Gessay
October 7, 2020

I’ve use their service for many things over the years. Amending my trust, and using their legal services. All with professional advice.

Living Trust, Trust Administration

Theresa Aubuchon
October 14, 2020

I recently had a living trust done at AmeriEstate and has a very positive experience. Cassandra contacted me and we reviewed all the required information and she answered my questions. Then the attorney, Jimmy contacted me with a few days of turning in my application. Gina, the notary, was very compassionate and patient. She explained everything and took her time. The entire process was easy and I will recommend them to my friends and family. Thank you.

Estate Plan, Living Trust

Lina Celella
October 15, 2020

Every one we have dealt with has been very professional and helpful. They are quick to respond to any requests and make sure that we are satisfied with their response. The all inclusive package they offer is a great value.

Uncategorized

Pat Griesau
December 10, 2020

This is a simple, and fantastic pathway to plan for uncertainty. We had wanted to make adjustments to our trust from 2000, but the cost was always prohibitive. I had attended a seminar in 2018 and had kept the paperwork knowing it would be valuable when the time necessitates trust review. With the pandemic in 2020 we decided to revisit our trust with AmeriEstate Legal plan. We found the staff and lawyers professional and responsive and the result the best value and quality for our needs. However, the challenge we now face concerns convincing or "selling" our professional children and friends it to make similar plans for their uncertainty: one cannot convey the significance of what investment you are making by protecting your family from future legal headaches. In essence, the AmeriEstate legal is perhaps one of the best temporal investments we made for guiding our wishes for perpetual succession.

Legal Plan, Living Trust

stephen bennett
December 21, 2020
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