AmeriEstate Legal Plan, Inc.

4.6 star rating Rating - based on 27 reviews & complaints
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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Customer Reviews, Ratings & Complaints
Review Posted 1/12/2018
Went above and beyond!!!
I have been trying to help my grandparents create a simple will/trust for years with no such luck. Michelle went above and beyond to help my grandparents create their will/trust. At times they were having trouble understanding all the questions an... Read More »
 
 
 
Review Posted 3/10/2017
Ameriestatelegalplan
This company is excelllent. Created trust 2007 and just updated many things. Spoke to Yadira Mendoza and she was excelllent with all the changes. They needed to redo medical directives pour over will section 2-10 and the charge was 240 plus 100 fo... Read More »
 
 
 
Review Posted 8/1/2016
Greatful
I appreciate Ameriestate Legal Plan for responding to my request for changes and their follow through. Read More »
 
 
 
Review Posted 7/5/2016
A very comfortable experience
We are so pleased with the knowledge, efficiency, and caring that were shown to us during the process of establishing our revocable trust. For five years, we tried to pull together the information to get this important issue done. Others made us u... Read More »
 
 
 
Review Posted 4/28/2015
Truly incredible service
I wasn't sure what to expect when I first contacted AmeriEsate. I knew my father had set up the trust, I had a copy, but I never expected to be guided with such care and patience like I was. Stephanie Lane explained all the details in a language I... Read More »
 
 
 
Review Posted 6/12/2014
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. Read More »
 
 
 
Review Posted 4/30/2014
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 »
 
 
 
Review Posted 4/2/2014
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 »
 
 
 
Review Posted 4/2/2014
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 »
 
 
 
Review Posted 6/26/2013
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 »
 
 
 
0 Posted 6/26/2013
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 »
 
 
 
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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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