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
Free Marketing Resources
We provide a library of marketing content with a variety of messaging.
- Flyer and Email Templates
- Connected Talking Points
- Proven Marketing Strategies
- Literature and Handouts
The branding is yours; there are no references to AmeriEstate. Your trusted relationship makes you the best person to address and solve your client's needs. We support you every step of the way.
Automated Reports and Alerts
AmeriEstate keeps you informed of client progress with automated email alerts at key stages of the Estate Planning process.
- Initial Interview Status
- Attorney Consultation Completed
- Estate Plan Delivery Notification
Weekly inventory reports are emailed with a complete summary of all your pending cases.
Benefits for Your Clients
Peace of Mind Through Expert Advice
Through you, your clients will benefit from the experience and expertise that AmeriEstate and its network of provider attorneys have gained by serving over 35,000 families in the past 17 years.
Your clients will have confidence and peace of mind knowing they have taken action to preserve their assets and secure their legacy. They will remember you as the one who recommended and helped implement Estate Planning as part of their overall financial well-being.
Their trust in your advice will grow.
Rock Solid Estate Planning
With your guidance, your clients will be able to securely...
- Prepare and protect them from the possibility of incapacity
- Eliminate probate and related costs and delays
- Implement plans for inheritance, timing and protection of legacy
- Thoughtfully provide for minors, blended families and special-needs dependents
It is not uncommon for AmeriEstate to be told by other professionals that our Estate Planning portfolio is the best they have ever seen.
We think your clients deserve the best.
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.