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Expert Assistance With a Reliable Estate Planning Attorney Through AmeriEstate

Enjoy peace of mind with the help of trustworthy estate planning attorneys who can ensure that your wishes are respected.

Life is unpredictable, but with the right estate plan in place, you can protect your family from the stress of the probate process, unnecessary delays, and high court fees. At AmeriEstate Legal Plan, we make it simple and affordable to create a comprehensive estate plan that reflects your wishes. Whether you need a living trust, power of attorney, or other essential documents, our attorney-guided process ensures your plan is tailored to you. By planning ahead, you can protect your assets, avoid probate, and give your loved ones the peace of mind that everything will be handled according to your wishes.

Here are some key benefits of choosing to work with AmeriEstate Legal Plan:

  • Reduced tax burden: Smart estate planning can significantly limit estate, inheritance, or other taxes
  • Avoid probate and delays: Living trusts enable a smoother transition of assets to heirs without the time, expense, and publicity associated with probate
  • Protect your loved ones: Documents like durable powers of attorney, guardianship nominations, and incapacity planning ensure that your children are cared for as you would want

We provide comprehensive estate planning and administration services, including living trusts, wills, incapacity planning, trust settlement, business formation, and capital gains deferral.

Pricing

We offer a hybrid approach that combines the guidance of experienced Trust Advisors with an attorney consultation to create a personalized estate plan. This process ensures a high-quality living trust at a flat fee, often saving 30% to 50% compared to traditional attorney rates. Every plan also includes free notary service and delivery, and a one-year subscription to our legal plan for added value.

Find out more in this article.

Your Estate Planning Attorney Through AmeriEstate

Don't wait until it's too late. Secure your family's future with the help of a professional estate planning attorney through AmeriEstate.

How Does Our Process Work?

Estate planning can seem daunting. We'll work with you every step of the way to keep things straightforward.

While every case is different, we maintain a streamlined process to ensure everything is covered:

Step 1: The Estate Coordinator Consultation

As every family is unique, we start by getting to know you. During our initial meeting, we'll listen to you and learn about your distinct situation so we can better understand any concerns or issues you have. We'll then document any specific information that will help us design your personalized estate plan.

Step 2: The Attorney Collaboration Consultation

With all the documented information, one of our estate planning attorneys will then talk to you directly. They'll work with you to create a final document that meets all your specific needs. This is a good time to ask any questions you have about your situation and estate.

Step 3: The Signing Meeting

Finally, we notarize all documents to ensure they're legally viable. After we produce your personalized trust, we'll meet with you to fully notarize the documents and present your trust to you in its final form.

Hear From Our Clients

To get a better idea of the quality of our services, take a look at what some of our existing clients have to say:

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!
Sylvia Barker
August 16, 2021
My experience with the AmeriEstate team has been excellent. They've been patient with me as I asked lots of questions and some of them repeatedly until I understood their answer. The notary was well informed and answered additional questions I had upon signing. They provide you with a handsomely bound notebook of your estate plan. I highly recommend their services.
My May
November 3, 2023

To discover more, take a look at our full Reviews page.

Estate Planning FAQs

How does an estate plan work?

An estate plan outlines your wishes for managing your assets, finances, and health decisions during your lifetime and after you pass away. It typically includes a set of legal documents—such as a will, living trust, power of attorney, and health care directive—that work together to protect you and your family.

A living trust allows you to place your assets into a trust managed by a trustee who follows the instructions you outline. This helps your loved ones avoid probate, ensures your assets are distributed according to your wishes, and can provide protection for beneficiaries.

A power of attorney authorizes someone you trust to manage your financial and legal affairs if you cannot.

A health care directive allows you to document your medical preferences and appoint someone to make healthcare decisions on your behalf. Estate planning ensures your assets are protected, your wishes are honored, and your family is cared for during life’s unexpected events and after your passing.

What is a revocable living trust and why do people set one up?

A revocable living trust is a legal arrangement you create while alive to manage your assets and direct who receives them when you pass. Two big reasons people choose one: it can avoid probate and still let you use/control your assets while you’re alive.

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