Protect your family and assets through careful estate planning

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Why AmeriEstate?

A good Estate Plan coordinates what happens to your home, savings, investments, businesses, and retirement assets while you are alive and after you die. We work closely with you to establish estate planning services that suit your unique needs and goals. Below are just some of the areas we can help you with.

Who Needs an Estate Plan?

You do—whether your estate is large or small. The use of Revocable Living Trusts is increasingly more common as a foundation for protecting and preserving your estate.

Who Needs a Living Trust?

  • Married couples or single parents with minor children.
  • Anyone who owns real estate.
  • Anyone with assets of $50,000 or more.
  • Anyone who desires assets be held “In Trust” and distributed to heirs beyond the default age of distribution, or according to special terms.
  • Anyone with special-needs dependents.
  • Married couples in a second marriage who want to protect children of a first marriage.
  • Business owners.
  • Domestic partners.

Advantages of a Trust

  • Safeguard your assets
  • Avoid probate court
  • Reduce or eliminate estate taxes
  • Plan for minor children or special needs dependents
  • Ensure the proper use of your assets
  • Provide an appropriate income for your heirs
  • Protect minor children from court-appointed imposed guardianships
  • Peace of mind

Estate Planning

Revocable Living Trust
Durable Powers of Attorney
Advance Care Health Directives
Review of existing Trust

Incapacity Planning and Special-Needs Services

Ensure that your child or family member with special needs is protected
Incapacity Planning

Trust Settlement

Assists your heirs in settling your estate when you pass



AmeriEstate Legal Plan occasionally makes available to its potential clients a referral to The Financial Architects (TFA), believed to be reliable and creditable. Potential clients are cautioned, however, that AmeriEstate makes neither representation nor warranty concerning such service providers and their products and services. AmeriEstate accepts no liabilities or responsibility whatsoever for the experience you have using the services of this third party.

The Financial Architects maintains and operates a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Please be advised that all promotional offers presented in our marketing materials are subject to change, cancellation, and/or termination at any time, and we reserve the right not to offer a particular promotion. Although efforts are made to update and remove outdated promotions promptly, there may be instances where previous offers are still accessible online. We apologize for any confusion this may cause and recommend verifying the validity of any promotional offer through our official channels or by contacting our customer service before making a purchase. Your understanding in this matter is greatly appreciated.

AmeriEstate Legal Plan and The Financial Architects are partners in a campaign.