Frequently Asked Questions
Frequently Asked Questions
AmeriEstate appreciates you entrusting us with your client’s Estate Planning needs. We will contact your client as soon as possible to get started. Once your client begins their Estate Planning process, we will be sending you email updates on the status of their progress.
Contact our Business Development team to schedule an appointment by calling or emailing Amanda May at; (714)860-7001 or amandamay@ameriestate.com.
No, there are no fees required.
No, there are no licenses required.
AmeriEstate partners with lots of professionals such as: CFP, CPA, Retirement Planner, Wealth Advisers, Insurance Agents, Realtors, Mortgage Professionals, Credit Unions, and others.
Yes, AmeriEstate prides itself on education and supporting their business partners with ongoing webinars, town Hall meetings, videos, support material and more.
Yes, AmeriEstate offers several different business partner platforms and ways for our business partners to earn a referral fee.
Yes, notaries can refer clients and earn a referral fee and be their referred client’s notary and earn a notary fee.
Yes, AmeriEstate has a broad library of marketing material and content and customizable emails and flyer templates available to our business partners.
Yes, AmeriEstate prides itself on having staff in place to assist our business partners and their clients with questions.
AmeriEstate has 4 divisions:
- Estate Planning Division (All inclusive Trust Portfolios, Will Packets, POAs, etc.).
- Trust Estate Administration Division (TEA Division). Any assistance a family may need when settling an estate.
- Asset Protection Division (LLCs, S-C Corps, etc)
- Incapacity Planning Division (Helping families protect seniors from unscrupulous individuals and more).
Yes, as an AmeriEtate Business Partner you can order a sample trust ($50.00 + shipping)
AmeriEstate’s average turn-time to complete a client’s custom trust portfolio is 6-7 weeks.
AmeriEstate would welcome an introduction to any associates you believe would be a good fit as an AmeriEstate Business Partner.
Yes, AmeriEstate keeps their referring business partners informed as to their client’s progress every step of the way via automated emails and weekly pipeline reports.
AmeriEstate’s staff solely focuses on providing estate planning related services and related conversations.
Trust Estate Administration Services, ICE for young adults (In Case of Emergency-POA’s), Elder Care Services, Trust Restatements and much more via our Legal Plan. Our Legal Plan Membership provides our members to over 14,000 attorneys nationwide that service all area of law.
Yes, you can add estate planning to your website, and AmeriEstate can assist you with content.
No, your client’s and their contact information is never shared.
Yes, AmeriEstate has worked with individuals, smaller groups and very large groups over the years. We will likely have a suggested structure that would fit your group’s needs as well.
