AmeriEstate Legal Plan, Inc.

AmeriEstate Legal Plan, Inc.

5.0 (1)
30 employees
22 years in business

About this pro

AmeriEstate Legal Plan is one of the largest single providers of estate planning services in California. We have a passion for helping families protect what's important to them. We're known for our comprehensive, custom-attorney prepared, yet affordable - Estate Planning Services. AmeriEstate's staff personally educates and guides every client through the process. From the client's initial free consultation, through their AmeriEstate attorney provider consultation, to their in home or at our office notary delivery of their completed AmeriEstate Living Trust or Will Portfolio, our team consults, comforts and guides every client. AmeriEstate’s corporate offices are located in Orange County, California. We serve the entire state (N-S-E-W). We've been in business for 22 years. We have an A+ Rating w/the BBB and a Net Promoter Score (Client Rating) of 73% (considered excellent). 

At AmeriEstate we sincerely have a passion for helping families prepare for the future. 

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Costa Mesa, CA 92626
Email verified

1 Review


  • Florence C.

    Everyone we worked with at AmeriEstate was very professional, the process was easy and our custom Living Trust Portfolio is beautiful. We are very pleased.


What is your typical process for working with a new customer?

All our client's start with a free consultation. We learn about the client's needs and the client learns about us and our easy process.

What education and/or training do you have that relates to your work?

We offer lots of educational material and blogs on our website or we can email material to our clients. Most people think it's overwhelming to put an estate plan / living trust in place but we've made the process of putting a comprehensive, custom, attorney prepared living trust in place easy and affordable.