AmeriEstate Business Partner Portal

AGENT/BUSINESS PARTNER INSTRUCTIONAL VIDEOS

Agent/Business Partner Instructional VideoS

This series of instructional videos are designed to help our Agent/Business Partner complete our standard partnership forms.

Complete all the forms. Save forms in a fill-able format and email all the forms to Apps@Ameriestate.com or mail to 3525 Hyland Ave., Suite 150, Costa Mesa, CA 92626.

Living Trust Fact Finder

The Living Trust Fact Finder form is completed by the Agent and submitted to AmeriEstate Legal Plan.

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About AmeriEstate

Since 1998, AmeriEstate Legal Plan has helped more than 40,000 families protect what is important to them.

Our Mission is to support and strengthen the financial security and personal well-being of families through the use of targeted legal services designed for the protection of family resources and the efficient management and transition of our clients' estates to provide lasting benefit to those they love and care about.

 

Basic Estate Planning Services

  • Revocable Living Trust Portfolios
  • Simple Will Portfolios
  • Durable Powers of Attorney
  • Advance Health Care Directives
  • Attorney Review of Existing Trusts

Advanced Estate Planning Services

  • Trust Administration
  • Elder Law Services
  • Irrevocable Life Insurance Trusts
  • Charitable Remainder Trusts
  • Special Needs Trusts

Deferred Sales Trust

  • The Deferred Sales Trust, or DST, provides a unique exit strategy for an appreciated business or piece of real property. A component of the DST is the use of an installment sale strategy to defer and manage the tax obligations that come with the sale of an appreciated asset.

 

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