Business Details
28 Years
experience
Your Trusted Partner for Estate Planning Solutions
Since 1998, AmeriEstate Legal Plan has been dedicated to providing personalized estate planning and asset protection services to over 45,000 families nationwide. Our exclusive focus on estate planning allows us to streamline the process, making it more accessible and cost-effective for everyday individuals. We specialize in guiding parents, professionals, and business owners through preserving and growing their assets across generations. Our team of knowledgeable attorneys, combined with approachable customer service and at-home delivery by trained notaries, ensures a seamless experience. We offer customized strategies tailored to individual needs, empowering clients to face the future with confidence.Our Living Trust Settlement service provides heirs with complimentary consultations, setting us apart from other trust providers. We also specialize in capital gains mitigation through deferred sales trusts and charitable trusts, alongside business formation services that protect personal assets. With a commitment to convenience, product quality, and competitive pricing, we aim to simplify complex legal processes. Our team remains dedicated to continuous education, as evidenced by our recent articles addressing probate, green card holder estate planning, and incapacity planning. By focusing solely on estate planning, we deliver expertise that addresses both immediate and long-term client needs.
Services
Estate Planning
Living Trust Settlement
Capital Gains Avoidance
Business Formation
Probate Avoidance
Incapacity Planning
Details
- Year established: 1998
Highlights and features
- We specialize exclusively in estate planning with 25+ years of experience.
- Our attorneys provide at-home document delivery through trained notaries.
- We offer complimentary post-trust guidance for heirs and beneficiaries.
- We implement specialized strategies for capital gains mitigation.
- Our business formation services protect personal assets from business liabilities.
What people say
Professional and accurate
Helpful staff
Great service
Personalized process
Peace of mind
Services
Estate Planning
Our comprehensive estate planning services help individuals preserve wealth across generations. We create customized strategies for parents, professionals, and business owners to protect assets while ensuring legal compliance. Our process includes personalized consultations and tailored documentation.
Living Trust Settlement
We provide post-trust guidance for heirs through complimentary consultations. Our team assists families in executing trust provisions while maintaining compliance with legal requirements. This service ensures smooth asset distribution according to the grantor's wishes.
Capital Gains Avoidance
Our specialized trust structures help clients minimize capital gains tax liabilities. We offer deferred sales trusts and charitable trusts as strategic solutions for preserving asset value during transfers.
Business Formation
We guide business owners through incorporation processes that protect personal assets from business liabilities. Our services ensure proper legal frameworks while maintaining compliance with state and federal regulations.
Incapacity Planning
Our planning services include powers of attorney and healthcare directives to address potential incapacity. We help clients establish legal frameworks that protect their interests and family needs during unexpected circumstances.
People
Michelle Reese-Johnson
Vice President
Vice President at AmeriEstate with extensive experience in estate planning and incapacity preparation. Combines professional expertise with personal insights to guide clients through complex legal processes.
Questions
What does AmeriEstate's estate planning process involve?
Our process includes personalized consultations, customized trust creation, and at-home document delivery by trained notaries to ensure legal compliance and client convenience.
How does AmeriEstate help avoid probate?
We create living trusts that allow direct asset transfer to beneficiaries, bypassing probate court requirements while maintaining legal validity.
Can non-citizens use AmeriEstate's services?
Yes, we provide estate planning solutions for U.S. citizens, green card holders, and non-resident aliens to protect their assets in the United States.
What post-trust services does AmeriEstate offer?
We provide complimentary consultations for heirs to guide them through trust execution and asset distribution processes after the grantor's passing.
How does business formation protect personal assets?
Incorporation creates legal separation between business and personal assets, protecting your personal property from business-related debts and liabilities.
What capital gains mitigation strategies are available?
We offer deferred sales trusts and charitable trusts that help minimize tax liabilities when transferring high-value assets.
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