AmeriEstate – The Easy Solution for Estate Planning
With AmeriEstate Legal Plan, professionals can provide every client with high-quality estate plans.
We offer a turnkey solution for professionals to expand their service offerings without having to invest in creating a separate estate planning department. This allows them to offer a comprehensive suite of services to their clients, increasing client satisfaction and retention, while also generating additional revenue.
A Business Partnership with AmeriEstate will provide your company and customers this essential service at fixed, affordable pricing. Your customers will receive superior service from our Estate Planning Representatives and consistent, high quality Estate Plans prepared by experienced Attorneys. We offer fixed, flat fees, which makes us more affordable compared to traditional attorneys. Start offering a stress-free, efficient planning experience that enhances your client relationships.
Automated Reports and Alerts
AmeriEstate keeps you informed of client progress with automated email notifications at key stages of the Estate Planning process.
Initial Interview Status
Attorney Consultation Completion
Estate Plan Delivery Notification
Weekly inventory reports are emailed with a complete summary of all your pending cases.
Business Partner Program Details
Business Partner Refer
The Business Partner readies the client for communication with AmeriEstate’s Trust Advisors team, facilitating a seamless handover by furnishing AmeriEstate with the client’s contact details.
Throughout the process of creating the estate plan/living trust, AmeriEstate maintains transparent communication with our valued Business Partners, keeping them apprised of the client’s progress. Upon the successful notarization and delivery of the estate plan/living trust, AmeriEstate ensures the client is returned to the referring Business Partner, as per our referral agreement, resulting in your company receiving the agreed-upon referral payment.
Business Partner Plus
The Business Partner facilitates the sale of our service, handles payment collection, and initiates the initial documentation process with AmeriEstate. Pricing is determined by the Business Partner, who adds their fee to AmeriEstate’s established fixed rate.
The client collaborates with AmeriEstate to finalize the estate planning services. Upon the successful creation of the Trust, the Business Partner then delivers the completed Trust documentation to the client.