AmeriEstate Business Partner Portal

Strategic Marketing Toolkit

estate-planning-marketing-materials-thumbnailsWelcome to your Strategic Marketing Toolkit powered by AmeriEstate.

This communication resource includes effective marketing tools and strategies to help you incorporate Estate Planning services into your daily business practice. This core library of email and flyer templates are "conversation starters" that promote your ability to connect your clients with value oriented, high-quality Estate Planning services.

To make the most of this robust marketing tool, you can refer to our brief marketing plan as well as suggested usage guidelines.

AmeriEstate will continuously add to this marketing library so you will always have new topics and fresh content to communicate with your clients on multiple occasions. Thereby, providing you additional ways to build client recognition in your areas of services and expertise.

Email Templates

Flyer Templates

Webinar Toolkit

All the material needed to present your own Estate Planning webinar/seminar.

Advisor Forms

Marketing Support

AmeriEstate is here to help you every step of the way. If you have any questions or need assistance using this marketing toolkit, contact AmeriEstate Marketing Support or call our support hotline at (714) 860-7006.

It's About More Than Just Business

Use estate planning to move beyond a business relationship to one of personal, emotional connection.
 
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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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