Protect your family and assets through careful estate planning

Life is unpredictable and there are no guarantees we will be here tomorrow. It is better to plan ahead, than not to plan at all.

With a Living Trust from AmeriEstate Legal Plan, you can protect your family, home, and other assets and also avoid probate court.

Get started by getting a free quote. Call 844-731-4808 or book a free phone consultation.

We conduct business operations across California, Arizona, Texas, Tennessee, Maryland, and Virginia.

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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
Wills
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

Reviews

One of my children has special needs.  I was concerned how he would manage after I am gone.  AmeriEstate set up a plan that gives me great peace of mind.

Sharon H. San Marcos, TX

My husband was recently diagnosed with Alzheimer’s disease. Thanks to our Trust and some extra effort from AmeriEstate and their attorneys, I was able to qualify my husband for Medi-Cal and protect our estate from the high cost of nursing care.

Ruth T. Los Osos, CA

I would definitely recommend AmeriEstate Legal Plan, Inc. to family/friends seeking both professional and affordable legal services from experts in their field who really care, particularly in the area of estate planning/settling.

John H. Hawthorne, CA

When my dad passed away, I was understandably emotionally devastated and deeply saddened by the loss. To settle his business affairs, I sought assistance from some of my dad’s trusted advisors, and one of them referred me to AmeriEstate Legal Plan, Inc. The professional legal assistance received from AmeriEstate Legal Plan has been invaluable in helping me handle estate property matters in CA as well as out of state.

Lisa L. Rancho Cucamonga, CA

When my mother finally passed away, I counseled with AmeriEstate on settling the estate. They said I would be able to access all of the assets and distribute the estate to the heirs listed in the trust without hiring an attorney or going to court.  I didn’t believe them at first, but of course, they were right, and it was very easy!

William B. San Francisco, CA

I was a novice in "Trustee duties".  But AmeriEstate expertly guided me through the process. They were knowledgeable, patient, and thorough with a positive and caring attitude. If someone has to go through this experience, I can only hope they are fortunate enough to get the assistance of AmeriEstate. They provided exemplary service in helping me work through the process of being a Trustee.

Verna M. Atwater. CA

I have referred several of my clients to AmeriEstate to establish their Living Trust. I continue to be impressed by the quality of their work, their dedication to client service and satisfaction… and their reasonable price.

David P. Los Alamitos, CA

Our first impression of our Trust was that of a masterpiece in its thoroughness and quality. I thank the staff at AmeriEstate who had a hand in compiling our Trust for their high level of professionalism. We give AmeriEstate 100 stars (not just 5) for their outstanding job and the peace of mind they have provided to us.

Bernard D. Wofford Heights, CA

I knew I needed a Living Trust to protect my family, but did not relish the amount of work, money and time the endeavor would require. I was pleasantly surprised when I found out about AmeriEstate. They do an amazing job of demystifying the Living Trust process and making it affordable for everyone.  This is one of the wisest financial decisions I have ever made. AmeriEstate delivers what they promise, truly a rare commodity in today's world.

Rich V. Chico, CA

I wanted to protect my assets and avoid probate after I died.  AmeriEstate created a Living Trust and a LLC to accomplish my goals…at a price I could afford.

Florence M. Casa Grande, AZ

Disclaimers

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.