AmeriEstate Business Partner Portal

Contact AmeriEstate

Schedule an Appointment
  • Greg Reese -  President and CEO
  • Michelle Johnson, Vice President,  Sales and Marketing
  • John Knickerbocker - Sr. Manager, Business Partner Program
  • Florence Castellanos - Estate Planning Advisor
  • Cassandra Cortes - Estate Planning Advisor

855-277-8839 

Contact AmeriEstate

AmeriEstate is here to help you build your Estate Planning business. If you would like to contact us, please fill out the form below.
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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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