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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.
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.
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.
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.
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.
I was a novice in “Trustee duties”. But AmeriEstate expertly guided me through the process. They were knowledgeable, patient, and thorough with a positive and caring attitude. If someone has to go through this experience, I can only hope they are fortunate enough to get the assistance of AmeriEstate. They provided exemplary service in helping me work through the process of being a Trustee.
I took the Trust I got through AmeriEstate to my financial planner. He said it was the most comprehensive Trust he had ever seen!
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 definitely recommend AmeriEstate Legal Plan, Inc. to family/friends seeking both professional and affordable legal services from experts in their field who really care, particularly in the area of estate planning/settling.
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.