“I loved the fact that it was really easy to do everything, although creating a living trust is a daunting task.” In 11 reviews, I brought the trust I received through AmeriEstate to my financial planner. He said it was the most complete confidence he had ever seen! I used AmeriEstate Legal Plan, Inc. for my Living Trust and my children`s Living Trust last year. Greg and his staff are very helpful, professional and take the time to explain all the legal documents. AmeriEstate brings years of experience and handles all kinds of estate planning situations. I would recommend AmeriEstate to all family members and friends. Your employees are easy to contact and respond quickly to emails or calls. We are scheduled for a seminar tomorrow and I am looking online and some reviews. I wonder if there are any fees other than the 1250 or so people represented at the seminary? I would definitely recommend AmeriEstate Legal Plan, Inc. to family/friends who are looking for professional and affordable legal services from experts in their field who really care, especially in the area of estate planning/settlement. When my father passed away, I was naturally emotionally devastated and deeply saddened by the loss.
To manage his business, I enlisted the help of some of my father`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 manage estate matters in California and out of state. From the estate planner we met for the first time, to the lawyer who advised us, to the friendly and helpful people at AmeriEstate, we were very satisfied with our trust and the service behind it. I am a successor trustee to someone who has an AmeriEstate Living Trust. The staff at AmeriEstate were amazing at helping me make sure everything is done and well if something happens. They are very knowledgeable and friendly. I will set up my own estate plan with AmeriEstate. One of my children has special needs. I was worried about how he would do it when I left. AmeriEstate has come up with a plan that gives me great security.
Create a free account to instantly unlock the full breakdown of reviews and read reviews. AmeriEstate was a valuable resource for me. Their professionalism and work ethic are exceptional. Concise and accurate advice and answers are only part of their service. AmeriEstate quickly answered my calls and did everything they said they would do. I really appreciate the personalized service I received and would recommend them to anyone who needs estate planning expertise. A week later, Gina brought the trust and the instructions to us so that we could sign them, all organized in a file.â in 4 notices What is the fee schedule or the estimate of the cost of setting up an estate planning portfolio? Would I pay more with an estate planning lawyer? Thank you – So the lawyer, Jimmy contacted me with a few days of submitting my application.â in 3 comments Dear Ken E, Yes, we suggest that our prices are cheaper thanks to our “Legal Access Plan” than working directly with an estate planning lawyer. Of course, be aware that you will indeed be more, there may be additional fees depending on the number of properties requiring a deed to be ready to transfer the property in the name of the trust. There can also be additional fees if you have businesses to transfer to the trust, any – more than that, I knew I needed a living trust to protect my family, but I didn`t like the amount of work, money and time the business would require. I was pleasantly surprised when I heard about AmeriEstate.
They are doing an incredible job of demystifying the Living Trust process and making it affordable for everyone. It`s one of the smartest financial decisions I`ve ever made. AmeriEstate keeps its promises, truly a rare commodity in today`s world. When my mother finally died, I consulted AmeriEstate about the property regulations. They said I could access all the assets and distribute the estate to the heirs listed in the trust without hiring a lawyer or going to court. I didn`t believe them at first, but of course they were right, and it was very easy! I referred several of my clients to AmeriEstate to form their Living Trust. I continue to be impressed by the quality of their work, their commitment to customer service and satisfaction. and their reasonable price. Our first impression of our confidence was that of a masterpiece in its rigor and quality.
I would like to thank the staff of ameriEstate who participated in the establishment of our trust for their high level of professionalism. We give AmeriEstate 100 stars (not just 5) for their great work and the security they gave us. My husband was recently diagnosed with Alzheimer`s disease. Thanks to our trust and some extra effort from AmeriEstate and their lawyers, I was able to qualify my husband for Medi-Cal and protect our estate from the high cost of nursing. I highly recommend AmeriEstate for Living Trust`s preparation and customer service. We recently made changes to our AmeriEstate Living Trust. All our questions were answered quickly and professionally. In addition, we were able to receive the changes on the same day. My experience with AmeriEstate Legal Plan has been more than exceptional. Compared to two previous experiences I had in setting up a Living Trust, it was far beyond the best service I have ever received. AmeriEstate is very consistent, efficient and exceptional from start to finish.
I felt very comfortable and comfortable. It has been a pleasure to build our trust with AmeriEstate. It was so easy to work with them that I referred several of my friends to them. I was a newcomer to fiduciary functions. But AmeriEstate expertly guided me through the process. They were competent, patient and thorough with a positive and caring attitude. If anyone has to go through this experience, I can only hope that they will have the chance to get help from AmeriEstate. They provided me with exemplary service in helping me through the guardianship process. The representative who conveyed our trust was very pleasant and professional. He helped us transfer our bank accounts and investments to our trust with minimal effort. I wanted to protect my property and avoid inheritance after my death.
AmeriEstate created a Living Trust and an LLC to achieve my goals. at a price I could afford. AmeriEstate Legal Plan is open Mon, Tue, Sea, Game, Fri. I am impressed with AmeriEstate`s customer service. I have tabled two amendments in the last three years, and they have been prepared and sent to me personally each time in less than a week. They were always available to answer my questions. The lawyer was very patient and helpful in dealing with my complicated situation.
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