AmeriEstate Legal Plan, Inc.

Costa Mesa , CA 92626-1462
5 star rating 5 stars - based on 22 reviews
At AmeriEstate Legal Plan, Inc. we provide estate planning services. We specialize in trusts and related estate planning services, at significantly reduced rates.  
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Categories
Legal Services
Estate Planning
Estate Planning Attorneys

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Customer Reviews & Ratings
5
Posted 4/19/2013

Bernard and Stephenie D.
*****AMERIESTATE*****
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... Read More »
 
 
5
Posted 6/12/2014

Jack W.
OUTSTANDING CUSTOMER SERVICE
Your phone calls are always answered in a timely matter. I have always been treated with the utmost respect. Gina and Margarita have helped me tremendously. You never feel rushed and the information is sound.
 
 
5
Posted 4/30/2014

earl n.
Outstanding Service & Pro. Document
I had my Living Trust done by AmeriEstate in 2006. They were so professional and efficient. Recently, I needed an amendment that were crucial to have done in a timely manner. Margarita Caudillo helped me with everything. She was so patient and alw... Read More »
 
 
5
Posted 4/2/2014

Richard O.
Don't Put it Off
We attended an informational presentation by Don Swaim who thoroughly explained the advantages of a Living Trust. We had put off a will and decided on the spot that the Living Trust was the best way to go. A will does not keep your heirs out of pr... Read More »
 
 
5
Posted 4/2/2014

Carole T.
Sincere thanks
We had our Living Trust done by AmeriEstate a few years ago. They were so professional and efficient. Recently, I needed an amendment and deed changes that were crucial to have done in a timely manner. Margarita Caudillo and Gina Rietberg helped m... Read More »
 
 
5
Posted 6/26/2013

sandra j.
Saved The Day
The last few days have been so frustrating. I am refinancing my home which has actually been an ordeal. They were asking for forms that I did not have nor did i understood how to complete them. When I called my refinancing company they did not ans... Read More »
 
 
5
Posted 6/26/2013

Laureen V.
Professional, responsive, thorough, knowledgeable
For more than ten years, AmeriEstate has been maintaining my trust and the trust of my siblings. The reason we chose AmeriEstate for our estate planning is they successfully maintained our parent's estate until their passing. At that emotional tim... Read More »
 
 
5
Posted 5/18/2013

mary f.
Professional Service
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 cha... Read More »
 
 
5
Posted 4/28/2013

Linnea G.
Outstanding Services
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 Lip... Read More »
 
 
3
Posted 2/20/2013

Herb B.
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 seem... Read More »
 
 
3
Posted 1/17/2013

Raymond E. S.
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. The Sawyers
 
 
5
Posted 1/15/2013

Heather R.
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, ... Read More »
 
 
5
Posted 1/7/2013

Karen M.
Glowing Review
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 cal... Read More »
 
 
5
Posted 1/5/2013

Linda A.
Trust Planning
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 ... Read More »
 
 
3
Posted 12/20/2012

Jeff M.
Exceptional Experience
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 underst... Read More »
 
 
1
Posted 3/19/2012

Danielle M.
1
0
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 probl... Read More »
 
 
Business's response - by Greg R.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 ... Read More »
5
Posted 3/19/2012

Gerard B.
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 L... Read More »
 
 
5
Posted 3/13/2012

Rich V.
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, compli... Read More »
 
 
5
Posted 5/28/2011

Vendy M.
Review 5/28/2011
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 Trust... Read More »
 
 
5
Posted 3/8/2011

Stephanie L.
Review 3/8/2011
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 a... Read More »
 
 
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