A trusted expert resource in the most difficult of times
AmeriEstate has the expertise and compassion necessary when a loved one has died. Our experts know how to come alongside you and your family during this transitional time and ease the complex financial and emotional issues of trust administration.
When there is a loss of a loved one, it can be hard to move forward right away. Having to find your way through the red tape of someone else's life is complicated and can be the last thing you want to do in a time of grief. But if you are a surviving spouse or have been appointed as a successor trustee, you must make critical decisions within a specific time following your loved one's passing. These decisions affect the ongoing management of the trust estate and require timely attention.
- We LEAD you through all issues associate with wealth accumulation and transfer.
- We GUIDE you in the basics of administration to get you started quickly.
- We SUPPORT you by conducting a complementary administrative trust review.
- We COACH you through the administration process and the necessary changes in your Trust.
- You'll not only get the professional advice you need; you get the assistance you need from a caring team who understands your situation and can help with the details – so you can put your attention where it matters to you the most.
Basic trust administration services are included in the AmeriEstate Legal Plan
AmeriEstate provides FREE basic trust administration services to our members and their chosen appointees and beneficiaries. These services are also extended successor trustees regarding administrating the legal plan member's AmeriEstate Living Trust Portfolio. This includes:
- Educating on the responsibilities of the role of the trustee.
- Advising on basic steps in settling and distributing the estate.
- Coaching on how to proceed with gaining control over Trust assets.
- Also, AmeriEstate provides special member pricing for preparing formal and legal documents (along with explanations and support) Trustees will need to present:
- To financial institutions where Trust assets are held.
- To County Recorders offices where real estate titles are recorded.
- To Beneficiaries in jurisdictions where legal notices are required.
The AmeriEstate Difference
Unlike law firms and banking institutions, we do not try to take over the settlement of your Trust. AmeriEstate's process is to create understandable Trust documents your chosen successors can use and understand. Then we help and support your chosen successors to complete this task rather than charging your estate outrageous fees to do these relatively simple tasks.