Reviews and Testimonials
What our customers say about working with AmeriEstate Legal Plan:
Michelle was great. Explained everything very well. She made it very easy for us.
This company was very detailed in providing the information necessary to determine how best to handle our assets so that our family wouldn't be buried upon our departure. We are now comfortable that things will be handled in accordance with our wishes.
This company was very responsive in answering our questions and clarifying the differences between a Will and a Trust. There is a lot of misinformation regarding a Trust. They helped us understand these differences and tailored our Trust specifically to our wishes. Our Trust was reviewed thoroughly for errors, inconsistencies and omissions by there technical and legal staff, before providing it to us for our review and approval. Upon our acceptance of the draft there Notary came to our house and reviewed our approved draft; and clarified each section before our signing them off. They also, ensured that the proposed "Trust" assets were identified and a plan was established to funding the Trust with these and/or any future assets. This has given us some relief and piece-of-mind.
We found this organization and their product to be excellent in every area. Bravo!!
I thought the process with AmeriEstate Legal Plan to initiate my family's living trust, estate plan was an easy but professional one. The information provided is high quality and very professional looking. It is easy to read, organized, and understandable. I would recommend AmeriEstate to others.
My wife and I made our family trust in 2008. She passed away recently and I updated the trust with the new circumstances recently. I was pleased with process and feel comfortable that future events are well planned for.
We thought about the need of setting up a trust for some time. AmeriEstate helped us through the entire process, step-by-step. We spoke with several staff members, they were responsive to our questions and concerns, dealt with professionally, very helpful throughout the process. We couldn't be happier having established our trust.
We found everyone connected with AmeriEstate Legal Plan to be friendly, professional, and helpful. We highly recommend them for estate planning.
Professional, explain everything in details. Highly recommended.
We needed legal advice and direction. AmeriEstate provided both in a timely professional manner. We now know the importance of having a living trust and will be working with AmeriEstate to getting one in place.
Excellent service
I didn't know the first thing about having a Trust and how important it was. My Mom and I attended a seminar and signed up the same day. The company is prompt and professional. They followed through with the timeline that was given to us. Importantly, our Trust coordinator, Stephanie, was very patient in explaining every step of the process. The company as a whole was very accommodating in answering all our questions. I am highly recommending AmeriEstate to all my family and friends!
