The AmeriEstate Lifetime Living Trust Portfolio
- Revocable Living Trust
- Pour-Over Will
- Advance Health Care Directive
- Last Will and Testament
- Healthcare Power of Attorney
- Financial Power of Attorney
- Guardianship (if needed)
- Conservatorship (if needed)
- Special needs provisions (if needed)
- Professional Leather-Bound Portfolio Binder
- In-Home Notary Service
- Legal Plan Yearly Membership
People Who Need a Living Trust
If you meet one of the following qualifications, you need to call us. We can guide you through the estate planning process and educate you on how an AmeriEstate Living Trust can protect you and your family.
- Homeowners
- Business owners
- Own property in another state
- Parents of minor children
- Possess assets greater than state probate limit
- Singles with assets titled in their name
- Married with wishes separate from a spouse
- Involved in second or later marriage
- Have specific wishes for beneficiaries
- Wish to donate part of the assets to charities
- Want to keep financial and other matters private
- Have a dependent with special needs
- A desire to plan in case of incapacity
Reasons to Have a Trust
An AmeriEstate Living Trust helps you achieve many estate planning and personal goals during your lifetime. It goes well beyond just passing on your assets after your death.
One of the main purposes of a living trust is to prevent your heirs from the expense and inconvenience of probate court. But did you know that an AmeriEstate Living Trust protects you and your estate while you are still alive?
Many people think that a Will is sufficient in place of a Trust. But that is just not true. A Will can only deal with what happens after you die. An AmeriEstate Living Trust will be what you and your family need while you are still alive.
• Incapacity
• Mental Illness
• Care of Minor Children
• Keeping Your Estate and Assets Private
• Avoiding Probate Court
• Protect your business from lawsuits
