AmeriEstate Legal Plan

Welcome to Lawyers Near Me, your resource for finding legal services in your local area. Today, we introduce you to AmeriEstate Legal Plan, located at 3525 Hyland Ave #150, Costa Mesa, CA 92626, USA. Based on customer feedback, AmeriEstate Legal Plan specializes in estate planning, particularly the creation of Living Trusts, and offers a service that is appreciated for its professionalism and convenience. If you are in the Costa Mesa area and considering securing your family's future through estate planning, AmeriEstate Legal Plan may be a valuable resource.

AmeriEstate Legal Plan focuses on providing legal services related to estate planning. According to a detailed customer review, they assist clients in setting up Living Trusts. This involves guiding clients through the process, ensuring the trust is structured according to their wishes, and handling related administrative tasks such as transferring the home deed into the trust. For users of Lawyers Near Me seeking assistance with estate planning documents like Living Trusts, AmeriEstate Legal Plan appears to offer a comprehensive service.

The environment of AmeriEstate Legal Plan, situated in Costa Mesa, CA, at the provided address, is likely a professional office setting where consultations and the preparation of legal documents take place. One reviewer mentioned attending a webinar, suggesting they also utilize online platforms for initial engagement or informational purposes. The positive feedback regarding the professionalism of their staff and attorneys indicates a client-focused and competent working environment.

The services offered by AmeriEstate Legal Plan, based on the customer reviews, include the setup of Living Trusts. This encompasses professional consultation with an attorney who answers questions and addresses concerns, the preparation of all necessary legal documents, and the facilitation of the process, including moving the home deed into the trust. A significant convenience highlighted is that they even send a Notary Public to the client's home for the signing of completed documents. Additionally, one review mentions the availability of a "public notary," and another praised a notary named Anthonia Adewole as "Excellent" and "extremely thorough and pleasant." This suggests that notary services are an integral part of their offering, particularly beneficial for the finalization of estate planning documents.

Several features of AmeriEstate Legal Plan stand out from the customer testimonials. Their process is described as "extremely professional and detailed oriented," indicating a meticulous approach to estate planning. They are also noted for their experience in setting up trusts, suggesting a level of expertise gained from repeated practice. The assigned attorney is reported to be "very friendly" and responsive to client inquiries. The staff is consistently described as "very courteous and friendly and helpful." A significant convenience is the in-home notary service for document signing. Furthermore, they provide a "very detailed and organized Binder" with all the estate planning documents, explained clearly, which aids client understanding and organization.

The promotional aspects of AmeriEstate Legal Plan evident in the reviews include the mention of a discount for webinar attendees, which suggests they may use webinars as a way to educate potential clients and offer incentives. The overwhelmingly positive feedback, with one reviewer stating they "would recommend them to anyone looking to setup a Trust" and concluding they "did a Great Job!", serves as a strong endorsement of their services. The emphasis on professionalism, detail orientation, convenience (in-home notary), and the provision of a comprehensive and well-explained binder all act as positive selling points for potential clients in the Costa Mesa area looking for estate planning assistance.

For those in Costa Mesa, CA, and surrounding areas who are considering setting up a Living Trust or other estate planning measures, AmeriEstate Legal Plan, located at 3525 Hyland Ave #150, is a local resource to consider. You can reach them by phone at (866) 353-7340 or +1 866-353-7340 to inquire about their services and how they can assist with your estate planning needs. The positive reviews highlight their professionalism, convenience, and thoroughness.

In summary, AmeriEstate Legal Plan in Costa Mesa appears to be a reputable provider of estate planning services, particularly Living Trusts. They are praised for their professional and detailed approach, the friendliness and helpfulness of their staff, and the convenience of services like in-home notary. The positive testimonials from satisfied clients recommend their services to others seeking to establish a trust.

If you are a local user on Lawyers Near Me in the Costa Mesa area looking to create a Living Trust or explore other estate planning options, we encourage you to contact AmeriEstate Legal Plan. Their reported professionalism, convenience, and client-focused approach make them a strong contender for your estate planning needs. Use the provided phone numbers to get in touch and learn more about how they can help you secure your family's future.

AmeriEstate Legal Plan offers a local presence in Costa Mesa for individuals and families seeking estate planning services. The positive reviews emphasize their thoroughness, the helpfulness of their team, and the convenience they offer, such as the mobile notary service. Reach out to them to discuss your estate planning goals and how they can assist you in achieving them.