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
AmeriEstate has been a valuable resource for me. Their professionalism and work ethics are outstanding. Concise, accurate advice and answers are just a part of their service. AmeriEstate promptly returned my calls & did everything they said they would do. I really appreciate the personal service I received and would highly recommend them to anyone in need of estate planning expertise.
Karen M.San Manuel, AZ
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
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
I took the Trust I got through AmeriEstate to my financial planner. He said it was the most comprehensive Trust he had ever seen!
Robin H.Bullhead City, AZ
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
It was a pleasure setting up our Trust with AmeriEstate. They were so easy to work with that I referred several of my friends to them.
Ernest C. Johnson City, TN
My experience with AmeriEstate Legal Plan was above and beyond superb. Compared to two previous experiences I have had creating a Living Trust, this was far and beyond the best service I have ever received. AmeriEstate is very consistent, efficient and exceptional from the beginning to end. I felt very comfortable and at ease.
Gerard B.West Hollywood, CA
I am a Successor Trustee for someone who has an AmeriEstate Living Trust. The staff at AmeriEstate has been amazing with helping me make sure that everything is taken care of and in order for when something happens. They are extremely knowledgeable and friendly. I will be setting up my own estate plan with AmeriEstate.
Heather R.Colton, 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.Financial PlannerLos Alamitos, CA
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