AmeriEstate Legal Plan, Inc.

4.4 star rating Rating - based on 25 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
Attorneys Estate Planning

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Customer Reviews, Ratings & Complaints
Review Posted 4/19/2013
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 »
Complaint Posted 8/1/2016
Disappointing and Frustrating
I am beginning to think this Company is running a scam and will be investigating shortly as to why my request for changes to my trust not been addressed. There was no problem reaching a rep when they wanted your money to renew but after paying the... 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
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 »
Review 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 »
Review Posted 5/18/2013
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
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
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
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
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
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
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
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
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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
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 »
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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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