AmeriEstate Legal Plan, Inc.

4.6 star rating Rating - based on 23 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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AmeriEstate Legal Plan, Inc. Categories
Legal Services
Estate Planning
Estate Planning Attorneys

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Customer Reviews, Ratings & Complaints
Review Posted 4/19/2013
Bernard and Stephenie D.
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 »
Review Posted 4/28/2015
Judy F.
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
Jack W.
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
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 »
Review 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 »
Review 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 »
Review 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 »
Review 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 »
Review 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 »
Review 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 »
Review 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 »
Review 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 Read More »
Review 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, an... Read More »
Review 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 »
Review 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 w... Read More »
Review 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 understa... Read More »
Complaint 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 problem... 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 bu... Read More »
Review Posted 3/19/2012
Gerard B.
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 »
Review 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, complic... Read More »
Review 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 »
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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 Email
Contact   Greg Reese Other  
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