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Text Content

+1 (844) 793-5085


PROTECT YOUR MOST VALUED ASSET


ESTATE PLANNING THAT’S PROFESSIONAL, EASY AND AFFORDABLE

Personalized Estate Planning • Trusted Since 1998 • Affordable Excellence

Contact Us





ABOUT US

We are AmeriEstate, an estate planning firm dedicated to providing a
personalized approach to address the needs of everyday people. We specialize in
advising and guiding people like you, parents, retirees, new homeowners,
professionals, and business owners, helping you preserve and grow your assets
over multiple generations.




WHY CHOOSE AMERIESTATE?

Because our world revolves around you.

At AmeriEstate, estate planning is all we do. We aspire to give everyday people
a customized strategy perfectly tailored to their needs allowing them to face
the future with confidence and peace of mind.

When you select AmeriEstate, you will quickly recognize that our personalized
process, approachable customer service, knowledgeable attorneys, at-home
delivery by specially-trained notaries, and best-in-class products set us apart.

Our process focuses on convenience; it is all done over the phone. When your
trust is complete, one of our notaries comes to your home (or office) to
finalize the document and ensure all your questions get answered.

Lastly, we strive to produce the most comprehensive estate plan at the most
economical price—no need to work with a high-priced attorney or give up quality
while working with an online-only alternative.


OUR SERVICES


ESTATE PLANNING



AmeriEstate is the preferred resource for estate planning. We specialize in
advising and guiding people like you, parents, professionals and business
owners, helping you preserve and grow your assets over multiple generations.


WILLS



Ensure your assets are distributed according to your wishes with a Last Will .
Wills provide clear instructions for asset distribution and guardianship, while
trusts avoid probate and protect your privacy. We help create tailored solutions
to fit your estate planning needs.


TRUSTS



Protect your assets and ensure a smooth transfer of wealth with a carefully
structured Trust. Whether you need a Revocable Living Trust to avoid probate or
an Irrevocable Trust for tax savings and asset protection, we provide tailored
solutions to meet your unique needs.


DEEDS



Ensure the smooth transfer of property with expertly drafted Real Estate Deeds.
Whether it's a Quitclaim Deed, Warranty Deed, or Transfer-on-Death Deed, we help
protect your interests and ensure your property is passed on according to your
wishes, with minimal complications.


CHARITABLE GIVING



Maximize the impact of your charitable giving while enjoying tax benefits. We
can help set up Charitable Trusts or Donor-Advised Funds, allowing you to
support causes you care about while securing valuable tax deductions.


POWER OF ATTORNEY



Designate trusted individuals to manage your finances and healthcare with a
Durable Power of Attorney and Medical Power of Attorney. These essential
documents provide peace of mind, ensuring your affairs are in good hands if you
become incapacitated.


PROBATE ESTATE LAWYER



Managing the probate process can be complicated. We guide you through estate
administration, ensuring assets are distributed and debts are paid according to
the will or state law. Our services also assist when there’s no will, protecting
your rights during intestate succession.


MEDICAL POWER OF ATTORNEY



Ensure your healthcare wishes are respected, even if you're unable to
communicate. A Medical Power of Attorney lets you appoint a trusted person to
make medical decisions on your behalf. It provides peace of mind, avoids family
disputes, and ensures that your care aligns with your values. Let us help you
choose the right agent and secure your healthcare decisions today.


READY TO GIVE US A TRY?


GET STARTED ON YOUR PATH TO RESOLUTION— CONTACT US NOW!

Accessible attorneys & advisors guide you through the process.

CALL US NOW!+1 (844) 793-5085



DOWNLOAD OUR FREE


ESTATE PLANNING RESOURCES

Planning for the future doesn’t have to be complicated. At AmeriEstate, we offer
a selection of expert guides and checklists designed to simplify the estate
planning process. Download these helpful resources to empower yourself, your
family, and your loved ones with the knowledge needed to make informed decisions
about your estate.

 * How Much Does It Cost to Set Up a Living Trust? - AmeriEstate

 * Asset Inventory & Estate Planning Checklist Documents

 * The Guide for Settling a Trust Estate

 * Guide to Having that Difficult Conversation with your Parents about Estate
   Planning

 * I.C.E. Document Checklist for Students and Young Adults


TESTIMONIALS


WHAT OTHERS ARE SAYING

"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."

-Milton G.

Newport News, VA



"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."

-Lisa L

Rancho Cucamonga, CA



"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."

-Dallas K.

Cooper, TX




GET IN TOUCH

3525 Hyland Ave, Suite 150Costa Mesa, CA 92626

+1 (844) 793-5085

annette.ameriestate@gmail.com




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