I am ready to grow my business by becoming an AmeriEstate partner.
Your Estate Planning Back Office
Easily bolts on to your practice. AmeriEstate empowers you and your firm to offer comprehensive Estate Planning services without the need to establish, support and staff the Back Office operations.
Build Relationships and Client Loyalty
Deliver client peace of mind, increase your sales to existing clients, service more of your client needs in-house, and attract new clients with unique full-service offerings.
Services Your Clients Need and Value
Help your clients protect their families and preserve their assets. Avoiding probate, protecting their dependents, minimizing estate taxes and reducing legal fees are results that your clients will value.
Build Your Business
Build your business through existing clients and add new contacts and referrals as a result of your new service offering.
- Add revenue to your firm by broadening your service offerings
- Attract new clients and grow your referral base
- Increase client loyalty through deeper relationships
- Differentiate yourself from your competitors
Benefits for Your Clients
AmeriEstate is Your Trusted Partner
We provide personalized service and exceptional quality that one would expect from high-end legal firms at a fraction of the cost. A strong staff of Estate Planning professionals as well as a proven network of provider attorneys serve your clients and support you every step of the way.
Each of the independent attorneys selected by AmeriEstate to serve our customers have represented thousands of Estate Planning clients, both in private practice and as provider attorneys for AmeriEstate’s members. The average relationship with our preferred Estate Planning and Elder Law attorneys exceeds 10 years.