![Guide.in.ua Guide.in.ua](https://cdn.guide.in.ua/img/guide300.webp)
AmeriEstate Legal Plan
3525 Hyland Avenue, Costa Mesa, California, United States
![AmeriEstate Legal Plan AmeriEstate Legal Plan](https://guideinua.b-cdn.net/images/logo_new/805/32581975/logo.webp)
About the AmeriEstate Legal Plan
AmeriEstate Legal Plan, located at 3525 Hyland Avenue in Costa Mesa, California, is a finance and legal institution specializing in estate planning and asset protection services. With over 45,000 clients served since 1998, AmeriEstate offers professional, easy, and affordable solutions for individuals, parents, professionals, and business owners looking to preserve and grow their assets over multiple generations.
AmeriEstate stands out with its personalized process, approachable customer service, knowledgeable attorneys, and at-home delivery by specially trained notaries. The institution offers various products to address capital gain mitigation, such as deferred sales trusts and charitable trusts.
Clients have praised AmeriEstate for its expertise in estate planning, business incorporation for limited liability, and assistance with special needs planning. The institution provides guidance on Medi-Cal qualification, settling estates, and trustee duties, ensuring peace of mind for individuals and families facing complex legal matters.
AmeriEstate has received high praise for its outstanding service, dedication to client satisfaction, and reasonable pricing. The institution's team of accessible attorneys and advisors are ready to guide clients through the estate planning process, offering valuable insights and support every step of the way.
Photos of AmeriEstate Legal Plan
3525 Hyland Ave #150, Costa Mesa, CA 92626, United States
Opening hours of AmeriEstate Legal Plan
Monday:
07:30 - 16:30
Tuesday:
07:30 - 16:30
Wednesday:
07:30 - 16:30
Thursday:
07:30 - 16:30
Friday:
07:30 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of AmeriEstate Legal Plan
"From day one when I was referred to AmeriEstate and talked with the representative he was very friendly and explained the process easily. I started the process on 1/9/24 and from that day everyone that I talked to was very customer service friendly and explained the next steps that needed to take and who would be contacting you next. I completed my estate planning portfolio and signing on 2/25/24. The price is very reasonable and they make the process as simple as possible and answer all of your questions without hesitation. I am very happy with AmeriEstate and you will be very happy also. Thanks AmeriEstate."
"The whole process has progressed seamlessly. Everyone involved has been very knowledged, open and receptive to questions and confusions. Overall great customer service. Setting up a Living Trust was a new and confusing experience, but it all has been a great learning experience and I now feel much more informed and comfortable with the whole process."
"My experience with the AmeriEstate team has been excellent. They've been patient with me as I asked lots of questions and some of them repeatedly until I understood their answer. The notary was well informed and answered additional questions I had upon signing. They provide you with a handsomely bound notebook of your estate plan. I highly recommend their services."
"Good to have the process completed. We did not know what to expect and everyone that spoke with us was very helpful, they listened and pointed us in the right direction. The whole process was longer than we expected, but in the end, the time it took to complete was not long and it made sense once we finished, plus we had to gather personal information and have heart to heart conversations to complete the process. The finished product was thoroughly explained to us and easy to understand. We are glad we were referred to AmeriEstate for this matter and would strongly encourage others to choose them as well. You will not be disappointed."
"We have been saying for the last 20+ years we need to get everything in order for our kids, but never did. Didn’t know what attorney to go to or if we should try it on our own. After losing friends and family, we knew we had to act before it was too late. When I saw the ad for the meeting in our town, we signed up immediately. So glad we did. It was the easiest, most straightforward, process I could have imagined. Great communication from everyone involved from the beginning to the end. We are now telling our friends and even our children about Ameriestate. Get it done now!"
-
Hernandez - Steele Insurance Agency
5167 Lone Tree Wy, Antioch, CA 94531, United States
-
Agers Insurance Services
994 Almaden Cir, Oakley, CA 94561, United States
-
Jack Stone Insurance Agency Inc
144 Continente Ave #210, Brentwood, CA 94513, United States
-
Farmers Insurance - EJ Paje
191 Sand Creek Rd Suite 202B, Brentwood, CA 94513, United States
-
New York Life Insurance
25 Metro Dr #300, San Jose, CA 95110, United States
-
Guarino Insurance Agency
1590 The Alameda #110, San Jose, CA 95126, United States
-
Cover the Bay Insurance
2055 Junction Ave Ste 108, San Jose, CA 95131, United States
-
Farmers Insurance - Erich Stiegler
1911 Tarob Ct, Milpitas, CA 95035, United States
-
Sure88 Insurance Brokers LLC
1061 Monroe St, Santa Clara, CA 95050, United States
-
Adler Insurance Services, Inc.
3375 Scott Blvd, Santa Clara, CA 95054, United States
List of businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos