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 have ever made. AmeriEstate delivers what they promise, truly a rare commodity in today’s world.
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.
I am impressed with the client service at AmeriEstate. I have requested two amendments in the past three years and they prepared and personally delivered them to me each time in less than a week. They have always been available to answer my questions. The attorney was very patient and helpful in dealing with my complicated situation.
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.
From the estate planner we first met with, to the attorney who counseled with us, to the friendly and helpful people at AmeriEstate, we have been very pleased with our Trust and the service behind it.
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.
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!
I took the Trust I got through AmeriEstate to my financial planner. He said it was the most comprehensive Trust he had ever seen!
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.
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.