We are
AmeriEstate Legal Plan
An estate planning firm dedicated to providing a personalized approach to addressing the needs of everyday people. We specialize in advising and guiding parents, retirees, new homeowners, professionals, and business owners, helping them preserve their assets over multiple generations with a professional and affordable estate plan.
AmeriEstate is one of the largest single providers of estate planning services and is a proud strategic partner of CPAs, Financial Professionals, Insurance Agents, Real Estate Professionals, Mortgage Lenders, Notaries, Credit Unions and other professionals. We are known for our comprehensive, custom-attorney prepared, and affordable Estate Planning Services.
Since 1998
The team at AmeriEstate has been providing personalized estate planning and asset protection services to more than 45,000 clients. We have been helping hundreds of Business Partners provide estate planning services to their clients.
Why Choose AmeriEstate?
At AmeriEstate, we aspire to give everyday people a customized strategy perfectly tailored to their needs allowing them to face the future with confidence and peace of mind.
When you select AmeriEstate, you will quickly recognize that our personalized process, approachable customer service, knowledgeable attorneys, at-home delivery by specially-trained notaries, and best-in-class products set us apart.
Lastly, we strive to produce the most comprehensive estate plan at the most economical price—no need to work
with a high-priced attorney or give up quality while working with an online-only alternative.
What Sets Us Apart?
1
Custom Estate Plans
We offer custom estate plans prepared by trusted attorneys at half the cost of most estate planning firms.
2
Educational Materials
We provide educational materials and videos for you and your clients.
3
Back Office Planning
We act as your estate planning back office.
4
Experienced Team
Our team is full of experienced staff and includes a panel of expert attorneys
and trust advisors.
5
Monthly Support
We conduct monthly Town Hall meetings to support our partners.
6
Marketing Materials
We supply print-ready marketing materials.
Meet The Team
Greg Reese
President and CEO
Michelle Reese-Johnson
Vice President of Business Development and Agent Relations
John Knickerbocker
Sr. Manager, Business Development
Chris Garcia
General Manager
Caroline Hunter
Vice President of Marketing
Amanda May
Business Development Agent Support
Cassandra Cortes
Sr. Estate Planning Advisor
Florence Castellanos
Sr. Estate Planning Advisor
Virginia Contreras
Trust Estate Administrator
