Carol Moreno

Estate Plan Living Trust

When it came time to do our estate planning we knew we were going to use Ameriestate because they had been taking care of my parents for over 20 years. We had met Bob Clark through my parents and wanted him to help us with our planning as well. From the initial meeting with Bob, to talking with our lawyer Tom Huster, to the final product review with Bob again, everything was top-notch. Everyone we dealt with was knowledgeable and friendly, which made the entire process so easy. Having this family trust gives us peace of mind, knowing that the trust protects all of our assets, something our former wills never did. Our only regret was that we hadn't done this sooner!