Skip to the content
AmeriEstate Legal Plan, Inc.
  • About Us
    • Provider Attorneys
      • Arizona Attorneys
      • California Provider Attorneys
      • Maryland Attorneys
      • Tennessee Attorneys
      • Texas Attorneys
      • Virginia Attorneys
  • Our Promise
  • Testimonials
  • Contact Us
(800) 235-0963
Se habla espanol
  • Estate Planning
    • Last Will and Testament
    • Living Trust
      • Trust Purpose
      • The AmeriEstate Living Trust Portfolio Documents
      • Important Estate Planning Documents
      • Trust Process
    • Elder Law Services
      • Elder Abuse
      • VA Benefits
    • AmeriEstate Legal Plan
      • Trust Amendments
    • Irrevocable Life Insurance Trust
    • Irrevocable Trusts
    • Probate Calculator
    • Additional Services
  • Trust Settlement
    • Trust Administration
    • Incapacity Planning
    • Final Estate Administration
  • Capital Gains Avoidance
    • Deferred Sales Trust
    • Charitable Remainder Trust
    • Other Charitable Trusts
  • Business Formation
    • Limited Liability Company
    • Corporations
      • Comparison Chart
  • News & Blog
  • FAQ
  • About Us
    • Provider Attorneys
      • Arizona Attorneys
      • California Provider Attorneys
      • Maryland Attorneys
      • Tennessee Attorneys
      • Texas Attorneys
      • Virginia Attorneys
  • Our Promise
  • Testimonials
  • Contact Us

Easy App

HomeEasy App

1Name and Address
2Children
3Beneficiaries
4Contengencies
5Successor Trustee
6POA: Assets
7POA: Medical
8Property and Business
9Review
  • Estate Planning EASY APP
  • Must include your last name.
  • Person 1 Information
  • Legal name as it appears on driver's license.
  • Person 2 Information
  • Home Address
  • Mailing Address


Save and Continue Later
  • Hidden

    CHILDREN

  • Children

  • Children (natural and adopted) from a previous relationship.






  • Guardian(s) for Minor Children
  • Guardian(s) for Minor Children
    When you pass away, if there are children under the age of 18, who will act as their Guardian(s)?

    Note that if they wish to name a couple as guardian, you should list them on the same line.

Save and Continue Later
  • Hidden

    BENEFICIARIES

  • Beneficiaries
    These are the people and/or organizations to which the assets are left. They may be children, grandchildren, other family members, friends, charities, organizations, etc.

    Usually, your estate is divided into percentages to your children and/or other heirs as you determine below. However, you may also wish to make special gifts "off the top" before the estate is divided.
  • Use this section for special gifts generally values at $10,000 or above. These gifts can be real estate, cash, or valuable personal items.
    How to divide assets among children and/or others


  • Amount (%) 


  • Hidden
  • Please enter a number from 0 to 100.

  • Hidden
  • Please enter a number from 0 to 100.

  • Hidden
  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Please enter a number from 1 to 100.

  • Ages for beneficiaries to receive their inheritance
    Beneficiaries share will be held in Trust for Health, Education, Maintenance and Support until the age of 25 unless otherwise specified here:
  • Age to Distribute 100%
  • Receive 50% at age
  • Remaining balance at age
  • Receive 33% at age
  • Receive 33% at age
  • Remaining balance at age

  • Additional Clarifications (optional)

Save and Continue Later
  • Hidden

    CONTINGENIES

  • Deceased beneficiaries' inheritance
    If a named beneficiary passes away before you, where would you want their portion of the Trust Estate to pass
  • Do any of your beneficiaries have special needs?
    Special provisions may need to be added to protect the inheritance for a disabled beneficiary or one who is receiving public financial assistance, such a SSI or Medicaid.

Save and Continue Later
  • Hidden

    SUCCESSOR TRUSTEES

  • Successor Trustee(s)
    When you pass away, who will be appointed to manage your finances and settle your estate?
  • Hidden

    Executors / Personal Representatives

  • Executors/Personal Representatives
    A Pour-Over Will is provided as part of your Trust Portfolio. Generally your Executors/Personal Representatives are the same individuals named as Successor Trustee.
  • Executors/Personal Representatives
  • Primary Executor:

  • Wife's Executor
  • Primary Agent: Spouse

Save and Continue Later
  • Hidden

    Durable Power of Attorney

  • Durable Power of Attorney
    This is who will manage your finances and make legal decisions for you if you are incapacitated, but still alive.
  • Durable Power Of Attorney
    Would you like your agent under your Durable Power of Attorney to be the same as your Executors?
  • Primary Agent:

  • Wife's Durable Power Of Attorney
    Would you like your agent under your Durable Power of Attorney to be the same as your Executors?
  • Primary Agent: Spouse

Save and Continue Later
  • Hidden

    Advance Health Care Directive / Medical Power of Attorney

  • Advance Health Care Directive / Medical Power of Attorney
    This is who will make medical decisions for you if you are incapacitated, but still alive.
  • Medical Power Of Attorney
  • Primary Agent: Spouse

  • Wife's Medical Power Of Attorney
    It is highly recommended that these individuals act independently.
  • Primary Agent: Spouse

Save and Continue Later
  • Hidden

    Real Estate / Property

  • Transferring Property in to your Trust
  • Real Estate?












  • Hidden

    Business

  • Do you have ownership in one or more small business?







Save and Continue Later
  • FINAL REVIEW
  • {all_fields}
  • This field is for validation purposes and should be left unchanged.
Save and Continue Later

AmeriEstate Legal Plan, Inc.

Please complete the Easy App to the best of your ability. If you are unsure about any questions just skip it. Your Trust Coordinator can help complete the application during your Estate Planning phone appointment.

For immediate help call us at
(800) 235-0963

Accessible attorneys & advisors guide you through the process.

Talk to a Trust Expert

Join Our Newsletter

Name(Required)
 
Hidden
Hidden
This field is for validation purposes and should be left unchanged.


AmeriEstate Legal Plan, Inc.
Reef Point USA
Become a Partner

Our services

  • Estate Planning
  • Trust Settlement
  • Capital Gains Avoidance
  • Business Formation

Estate Plans

  • Last Will and Testament
  • Living Trust
  • Elder Care
  • Powers of Attorney
  • Legal Plan

Capital Gains Avoidance

  • Deferred Sales Trust
  • Charitable Trust

Business Formation

  • Limited Liability Company (LLC)
  • Corporations
  • Qualified Personal Residence Trust
PayPal Credit

Copyright © 2023, AmeriEstate Legal Plan, Inc.   |   Privacy Policy

6819
FREE WEBINAR: Learn about estate planning from the comfort of your home. Register Now
Hello. Add your message here.