AmeriEstate Legal Plan - Costa Mesa, California

Jim Crowson

All of the folks involved with this process were polite and responsive to all my inquiries. Notary was extremely thorough and pleasant. I like the open door policy to future questions or-changes in our future posture.

glennbaz2

The original sales pitch could have been better but when the same person is giving the same spiel over and over again it’s bound to happen. The company itself was very thorough and straightforward. It took several months as expected to complete. Then there is a lot of work on the individual to complete changes in their personal finances to finish up. Now that it is almost complete I feel much better. The program and results are head and shoulders above another trust I looked at from another company. All in all I am quite satisfied

Tracy Decker

AmeriEstate was easy to work with thanks to Randal Baxter and his assistant, Kelsey. Been talking about getting one done for a while since our children are spread across the States I don’t wanna make a difficult time more difficult. With The trust everything can be found in one place.

michael smith

Everything went really smooth. It was easy to come up with the info they needed. Our advisor explained everything in detail and took the time to see we undetstood it. A special thanks to mark demilini for all his help. We are very thankful we chose ameriestate. Thanks to all. Mike and janet

Eileen Moberg

Overall, I am happy with my final Living Trust. Was just disappointed that this took from January to September to complete; The final notary who came out was more interested in selling annuities than making sure my documents were complete. After we signed, he called the next day as he "forgot" important papers at my house. He came back the next day and got them but wanted to lend me a book on annuities to read and discuss with him. i said no nicely the first time, but had to shut him down the second time.

Elizabeth Garcia

The whole process was easy from start to end. The paralegal was friendly she called to make sure info was correct and after that a few days set up appointment to sign with notary and less than 2 wks got my packet of completed filed documents. Process was simple and quick.

JoAnne Frazier

I am so pleased with the service, professionalism and assistance I received. I am so grateful for all the service provided. I highly recommend this company.

JoAnne Frazier

Penny R

AmeriEstate Legal Plan has assisted me in the management of my parents Trust estate for the past three years. Because of their expertise and knowledge every step of the way, my parents Trust was protected from an attempted frivolous lawsuit. I highly recommend AmeriEstate Legal Plan as an A+ representative for your Estate planning needs!