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.
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.
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.
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.
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.
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.
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.
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.
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.