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.
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.
I took the Trust I got through AmeriEstate to my financial planner. He said it was the most comprehensive Trust he had ever seen!
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.
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 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.
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.
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 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.