Our first impression of our trust was that of a masterpiece in its thoroughness and quality. I can't thank Yadeara Mendoza enough for the time and effort she put into answering all of our questions and following through with our requests. We thank all
of the staff at AmeriEstate who had a hand in compiling our trust for their high level of professionalism. They have gone the extra mile to deliver and I say that literally. We live at the top of a long and very steep hill which Bryan actually walked up to
deliver our trust to us. What’s more, he made it to our front door at the exact time of our appointment. We give AmeriEstate 100 stars (not just 5) for their outstanding job and the peace of mind they have provided us with. Sincerely, Bernard and Stephenie
Posted on 4/19/2013
I would strongly recommend AmeriEstate for your Living Trust preparation and any relatable questions. Margarita recently helped me with a change to my Trust and not only was the questions answered in a timely professional manner I received the change the
Posted on 5/18/2013
AmeriEstate was recommended to my sister and myself through a very respected firm to assist with updating our parents trust. With their special situation it became clear they needed a trust that would serve their requirements the best. Loriann Lippy and
Greg Reese gave us exactly what was needed in their situation. Loriann has been available to us anytime we required her guidance through the system. She is responsive and detailed, a true advocate for seniors, and always available. We have also requested extra
legal help and Greg Reese has been easy to contact and we've sat down with him in person twice to review our needs. He breaks things down into understandable language so we can proceed forward. Our experience with AmeriEstate was such a strong positive one
with my parents, that my husband and I decided it was time to set up our trust. Stephanie Lane coordinated our trust with us. She was always responsive, our meetings at our home were on time and very efficient. She too was detailed, explained every step of
the way and made it understandable for us to accomplish the final details of the trust. My sister, my husband and I have been very pleased and confident of every interaction we've had with AmeriEstate and can highly recommend their services!!!
Posted on 4/28/2013
Peace of Mind
For years I've pondered the need of a will; written document directing my "stuff" to heirs when I reach the last page of life.
Though I began often, I never had a plan. Consequently, nothing was finalized.
Perusing the AmeriEstate ad it seemed like a positive step in the right direction for my Peace Of Mind in that responsibility of life here on the planet.
Daniel Leonhardt's presentation of the AmeriEstate Plan was thorough and easy enough for my seniorizing brain to comprehend.
If it turns out as well as he outlined ... my heirs will find themselves significantly "Blessed."
My follow up with Margarita Caudillo strengthened my confidence in the company and what Daniel shared.
My third "step," and attorney, Jimmy Smith, seemed to reflect the same integrity as Daniel and Margarita.
Integrity might be infectious at AmeiEstate.
That said: So far I have unquestionable confidence in the company.
Posted on 2/20/2013
Review for AmeriEstate Legal plan
I wish to Thank Margarita Caudillo for always being very helpful every time I have dealt with her. So far we have been satisfied with our Trust with AmeriEstate Legal Plan and the service we have received.
Posted on 1/17/2013
Excellent Customer Service!!!
I am a Successor Trustee on a trust for someone who uses AmeriEstate. Margarita Caudillo has been amazing with helping me ensure that everything is taken care of and in order for when something happens. She is extremely knowledgeable, friendly, and actually follows up with you! There have been times I waited weeks to hear back from someone but not Margarita, she has always called back. Margarita took the time to make sure my information was up to date and even offered her assistance to me for the future. I will be setting up my own trust and plan on working with AmeriEstate and Margarita.
Posted on 1/15/2013
AmeriEstate and Margarita Caudillo in particular have been absolutely invaluable to to me. Their professionalism work ethics are outstanding. Concise, accurate advise & answers are just a part of their service. AmeriEstate promptly returned my calls & did everything they said they would do. I really appreciate the personal service I receive and would highly recommend them to anyone in need of estate planning.
Posted on 1/7/2013
I attended one of your seminars as I was interested in having a Trust even though I have had a will for years.
The seminar was very well organized and easy to understand. I signed up that day for the Trust.
Since then, I have been very impressed with your service. Responses to my inquiries have been very prompt and even over the holidays, I received an email stating I would be contacted the following week to discuss my concerns.
I made changes to my Trust and it was very simple even though I know it meant redoing my Trust.
Thank you for your very professional service.
Posted on 1/5/2013
I have used AmeriEstate Legal Plan, Inc. over the last year for my living trust and my children’s trust. Greg and his staff are very helpful, professional and able to take time to explain all the legal material in the trust so layman can understand. AmeriEstate brings years of experience and handles all kinds of trust situations that will help you make a trust that will protect you assets from state probates. I would recommend AmeriEstate to all family and friends to use for the estate trust. Their staff is easy to talk to and responds quickly to Emails or calls.
Posted on 12/20/2012
Poor customer service in California
My dad has hired AmeriEstate Legal Plan to prepare his trust. The only information received in a timely fashion are the invoices. The local (NC) representative has been professional and helpful, but the headquarters in California has been problematic. I have been trying to contact the AmeriEstate toll-free number 1-800-235-0963 for a few hours today, but it either disconnects or there is a busy signal. I sincerely hope this is just a fluke, but I would advise to all seeking a trust that they work with a local company. At least a customer could drive to the office if needing additional information.
Posted on 3/19/2012
Business responded on 3/19/2012
I am very sorry to Danielle and any other clients who are having difficulty reaching us today. Our Toll Free Service provider is having some difficulties causing our inbound toll free calls to receive a fast busy signal. They are working on it but it is equally frustrating for us.
You can try to reach us at (714) 881-1360 or email us at email@example.com
AmeriEstate Legal Plan, Inc.
THANK YOU Mrs Lane!
To Whom it may concern,
I recently had the opportunity and privilege of working with your agency in developing a Living Trust. My experience at your agency was above and beyond superb. Compared to two previous experiences I have had creating a Living Trust, this was far and beyond the best service I have received, especially regarding the details. It was nice to speak with the provider attorney who could speak French. Our telephone conference was perfect. I have never had a Living Trust that was so detailed to perfection EXACTLY how I wanted. This is rare because I am a perfectionist.
Stephanie Lane was very consistent, efficient and exceptional from the beginning to the finalizations. I was impressed with Stephanie's patience and understanding. Despite difficulty in explaining my requests with a thick French accent, she was able to decipher what I wanted with utmost perfection. This was very important to me. In short, her communication with me was excellent. I felt very comfortable and at ease, fully trusting her.
Thank you again for incredible service and providing me with the best consultant! I will enthusiastically refer anyone I meet to your agency. The work is exemplary.
Thank you again AmeriEstate, especially to Ms. Lane.
Merci a Ameristate
Posted on 3/19/2012
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.
Posted on 3/13/2012
To Whom It May Concern:
This is to describe my positive experience with AmeriEstate Legal Plan , Inc. in Costa Mesa, CA with Stephanie Lane and Rich Brown.
They provided exemplary service in helping me work through the process of being a Trustee. They showed:
> Thoroughness of response in a timely manner.
> Complete information.
> Full allocation of attention to my questions and concerns.
> Toleration of requests for seemingly basic information and
> Positive, can do attitude.
As a novice in doing "Trustee duties", I Stephanie and Rich as reassuring guides. If someone has to go through this experience, I can only hope one would be fortunate enough to receive comparable, professional advice and service
Vendela Martin, Trustee (duties completed)
Posted on 5/28/2011
It was my father who discovered AmeriEstate Legal Plan. After researching high-end legal firms in the Los Angeles area, Dad decided to have his revocable living trust created through a provider attorney at AmeriEstate.
Dad was pleased with the attorney consultation and while he waited to have his trust documents produced he suffered irreversible damage from a massive heart attack and would not live but a few days. He could not talk, but he repeatedly wrote on a tablet the word "trust". Immediately I called AmeriEstate; they arranged delivery of his documents to the hospital the next morning in which dad signed the documents and property deeds.
My father died peacefully knowing he executed the most important transaction of his lifetime, protecting his loved ones and his financial assets. As successor trustee AmeriEstate showed me the same respect and support in the estate administration as an extended service of dad's membership in their legal plan. Now my own estate plan is in place and I too have peace of mind. THANK YOU AMERIESTATE.
Posted on 3/8/2011
When my dad passed away earlier this year, I was understandably emotionally devastated and deeply saddened by the loss. In addition, I was left with the responsibility of settling his business affairs. I sought assistance from some of my dad’s trusted business 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.
I would definitely recommend AmeriEstate Legal Plan, Inc. to family/friends seeking both professional and affordable legal services from experts in their field who really care, particularly in the area of estate planning/settling.
Thank you AmeriEstate. ~ Lisa
Posted on 10/18/2010
Being a home owner and father of a young child, I knew that I needed a living trust. The thought of an unfortunate event to myself resulting in probate needlessly taking away tens of thousands of dollars from my child, my primary beneficiary, was very disturbing.
Fortunately I found AmeriEstate Legal Plan through a friend of mine. I spoke to them on the phone and set up a one-on-one meeting with a professional estate planning expert. All my questions were answered in plain english and there was absolutely no pressure to make quick decisions or to do business with them. I decided to have AmeriEstate make my living trust and filled out their application. Later I was contacted by an estate attorney and was able to further clarify my concerns and strategies for managing my relatively small but hard earned estate. I also had AmeriEstate manage the transfer of the title of my house to my newly created trust. In less than 4 weeks I had a notarized and full funded Living Trust in my possession, giving me a greater peace of mind that my assets were being protected for my child.
Two years later my wife and I were blessed with another a new baby boy. Because I was a member to AmeriEstate's Prepaid Legal Plan there was no cost to make the simple amendment to include my son in the Living Trust.
My experience has been incredibly positive for getting my estate plan in order and would highly recommend them to anyone else in need of such services.
Posted on 8/10/2010