Your Personal Legal-Services Resource

AmeriEstate Legal Plan provides access to high-quality legal services that are professionally guided and affordable. By harnessing the power of group buying and pre-negotiated discounts, our member families realize substantial savings in the legal services they receive, and peace of mind, knowing they have convenient and reliable access to vital legal resources.

Membership is free for your first year after delivery of your AmeriEstate Trust. After your first year, the annual membership is $250.

Estate Planning Benefits

  • Complimentary simple changes and amendments to your AmeriEstate Living Trust.
  • Complimentary annual review of your AmeriEstate Living Trust, Will, Power of Attorney, and Advance Healthcare Directive.
  • DocuBank: Instant access to emergency healthcare documents. A $55 Value.
  • DocuBank SAFE: Store vital documents electronically and safely.
  • Guidance for your heirs regarding your Living Trust or estate plan.
  • Free Homestead Declaration Deed to protect your equity. California Residents only.
  • Legal document review up to 7-pages.
  • Discounted member pricing for complex changes and preparation of ancillary documents.
  • Loyalty Discount for continued membership. Members receive an additional Members Rewards discount for such services equaling 2% for every year of paid membership.  g. a 5-year membership would receive an additional 10% discount.

Legal Access Benefits

  • Access to our nationwide network of 15,000+ pre-screened specialized attorneys for legal matters other than estate planning.
  • Attorney referrals include a complimentary phone consultation and 25% off of legal fees beyond the initial consultation.
  • Prompt service from trained and compassionate staff.
  • Spanish-speaking attorney access.

Guidance for Your Heirs Regarding Your Trust or Estate Plan

AmeriEstate provides free basic trust administration services to our members and their chosen appointees and beneficiaries. These services are also extended successor trustees in regards to administrating the legal plan member's AmeriEstate Living Trust Portfolio. Assistance includes:

  • Educating on the responsibilities of the role of the trustee.
  • Advising on common steps in settling and distributing the estate.
  • Coaching on how to proceed with gaining control over Trust assets.
  • In addition, AmeriEstate provides special member pricing for preparing formal and legal documents (along with explanations and support). Trustees will need to present:
    • — Financial institutions where trust assets are held.
    • — County Recorders offices where real estate titles are recorded.
    • — Beneficiaries in jurisdictions where legal notices are required.

30-minute complimentary consultation with an attorney
for any legal matter

Have a legal problem? Maybe just a legal question? With the AmeriEstate Legal Plan, you get an unlimited number of 30-minute initial phone consultations with attorneys chosen for you from our network of our professional, quality attorneys. *

Your membership provides you access to a nationwide network of experienced attorneys that are available to talk to you about any legal matter, not just estate planning issues, without you having to worry about high legal fees. Now you can get the legal advice you need without fear of cost.

If you decide to hire the attorney, your AmeriEstate Legal Plan membership gets you a 25% discount off the attorney’s hourly fees.

Representative Legal Matters

  • Family Law
  • Tenant Eviction
  • Estate Planning
  • Real Estate
  • Business Law
  • Criminal Law
  • Personal Injury
  • Elder Law

Provider Attorney Network Qualifications

AmeriEstate requires a high level of qualification in order for an attorney to be referred to you. We also maintain the high standards of our Provider Attorney Network by surveying our members after each attorney referral to ensure their satisfaction.

Network Attorney Qualifications:

  • 5 years+ experience as a practicing attorney,
  • 3 years+ experience in the area of specialty that a member is referred,
  • Current membership in their local and state bar,
  • No complaints filed with state or local bar association for the past 3 years,
  • No disciplinary action by the local or state bar association, and
  • Possess defined minimum limits of Professional Liability Insurance.

If you need to talk to an attorney, simply call us at (800) 235-0963 or fill out the attorney request form.

*One initial phone consultation per legal issue. Unlimited legal issues per year. You are not required to hire the referred attorney and there is no further obligation to you