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The representative who delivered our Trust was very pleasant and professional. He helped us to transfer our bank accounts and investments into our Trust with a minimum of fuss.
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!
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.
I have used AmeriEstate Legal Plan, Inc. over the last year for my Living Trust and my children’s Living Trust. Greg and his staff are very helpful, professional and take time to explain all the legal materials. AmeriEstate brings years of experience and handles all kinds of estate planning situations. I would recommend AmeriEstate to all family and friends. Their staff is easy to talk to and responds quickly to emails or calls.
I would strongly recommend AmeriEstate for their Living Trust preparation and customer service. We recently made changes to our AmeriEstate Living Trust. All of our questions were answered in timely and professional manner. Plus, we were able to receive the changes the same day.
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.
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 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.
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.