Protect Your Most Valued Asset
Estate Planning That’s Professional, Easy and Affordable
Personalized Estate Planning • Trusted Since 1998 • Affordable Excellence
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
You do not have to be wealthy to have an estate. We make it our mission to help the average American families protect their hard-earned lifetime assets and preserve those assets for their children and grandchildren.
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.
Trust Administration
AmeriEstate has the expertise and compassion necessary when a loved one has died or is experiencing a significant loss of health. Our experts know how to come along side you and your family during this transitional time and ease the complex financial and emotional issues of trust administration.
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.
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Get Started on Your Path to Resolution— Contact Us Now!
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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.
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
States We Serve
California
Arizona
Texas
Tennessee
VirginiA
Maryland
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