Rich V.'s review of AmeriEstate Legal Plan, Inc.

AmeriEstate Legal Plan, Inc.

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Review Posted 3/13/2012
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Exceptional Experience
During the past 6 months my wife and I had been exploring setting up a living trust for our estate. I had met with several attorneys that specialized in the creation of trusts and estate planning. The process promised to be time consuming, complicated and expensive. Our conversations were filled with "legalese" and served to make the whole process unappealing and unnecessarily complex. We knew we needed to complete our trust but did not relish the amount of work, money and time the endeavor would require. In November 2011 my brother sent me an email concerning a living trust seminar being conducted in our area. We decided to attend. The presenter represented AmeriEstate Legal plan. In less than 40 minutes he explained the trust process in clear, concise and easy to understand terms. We were able to ask questions and learned more about trusts and their creation than we had from any of the attorneys we consulted. All the salient points were covered and in a logical order, along with a time line and the information we would be required to provide. The process was simple and could be completed in far less time than we had been quoted by the attorneys we consulted. When we were quoted the costs I was amazed, as the entire cost of the trust was many times less than we had expected to pay. We made the decision to sign up that evening. During the next few weeks everything happened as was presented at the seminar. Our phone calls and emails were returned promptly and our questions thoroughly answered. Our situation was a bit more complicated than many trusts as it involved multiple properties and businesses. Karen, our trust manager made sure everything was prepared and completed correctly. Documents were delivered on time and we were encouraged to call with questions or concerns. When our final trust was delivered I was amazed at the detail of the final product. The entire trust is in one binder with tabbed sections detailing every aspect of the trust. You do not need to wade through a sea of paperwork to find anything concerning the trust, simply turn to the tabbed section. It even comes with complete instructions for the people you designate to carry out your desires, nothing is left to chance. Trust are not just for the rich, everyone should have a trust. It is not a question of if you need one, but when. It not only serves to see that your wishes are carried out but is one the kindest things you can do for your family. It can eliminate stress, questions and unnecessary expenses. No one will have to guess at what you want as it is laid out in detail. AmeriEstate has done an amazing job in demystifying the process and making it affordable for everyone. Contact them and find out if a seminar is being conducted in your area. Go listen and judge for yourself I am confident you will see the value in what they offer. 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.
 
 
 
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Additional Business Information
Hours   8AM-5PM PST Phone   (800) 235-0963 Address   3525 Hyland Avenue, Suite 150
Costa Mesa, CA 92626-1462
Website   http://www.ameriestate.com Email   legalplan@ameriestate.com
Contact   Greg Reese Other  
 
 
 
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