AmeriEstate – The Easy Solution for Estate Planning
With AmeriEstate Legal Plan, professionals can provide every client with high-quality estate plans.
Strategic Opportunity
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.
Benefits
Boost revenue without increasing costs: We serve as your back-office, enabling you to earn additional income without expanding staff, space, or equipment.
Stand out from competitors: Differentiate your company by providing cutting-edge services not commonly offered by competitors.
Retain control of estate planning: Say goodbye to referring clients to external estate planning professionals as you take charge of their needs.
Exceptional value at affordable prices: Deliver attorney-guided legal documents and asset protection expertise to your clients at significantly lower costs compared to traditional estate planning attorneys.
Attract new clients: Offer estate planning services and appeal to potential clients seeking comprehensive solutions.
Attract new clients: Offer estate planning services and appeal to potential clients seeking comprehensive solutions.
Automated Reports and Alerts
AmeriEstate keeps you informed of client progress with automated email notifications at key stages of zthe 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 Plus
Your company sells the service, collects payment and completes the preliminary AmeriEstate forms. Service pricing is determined by you adding this fee onto AmeriEstate’s fixed rate fee.
Business Partner Plus
Business Partner prepares the client to receive a call from AmeriEstate’s Trust Advisors team, provides AmeriEstate with the client’s contact information and AmeriEstate’s staff takes it from there. AmeriEstate keeps you informed every step of the way.
