About Us
AmeriEstate Legal Plan is one of the largest single providers of Estate Planning Services in Calif. We are known for our high-quality, custom attorney prepared, yet affordable - Estate Planning Services.
We personally educate and guide every client through our process. From their initial free consultation, through their attorney consultation and to their in home notary delivery of their custom AmeriEstate Living Trust Portfolio, our team consults, comforts and guides every client.
The products and services we offer
Recommendations Received (22)
"John is incredibly knowledgeable on what Living Trusts are and how valuable it is to protect your..."
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"John is incredibly knowledgeable on what Living Trusts are and how valuable it is to protect your personal assets. We both have the same passion on sharing more information in order to help others make good choices for their family and to prepare for unexpected changes. "
"I recently had the opportunity to speak with John Knickerbocker over the phone and was impressed..."
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"I recently had the opportunity to speak with John Knickerbocker over the phone and was impressed by his depth of knowledge and professionalism. Even in a brief conversation, it was clear that John truly cares about helping families navigate estate planning with clarity and confidence. His approach is thoughtful, and he brings a wealth of experience to the table. I look forward to staying connected and working together to become a trusted resource for one another. "
Products & Services
AmeriEstate offers their clients a range of comprehensive, custom-attorney prepared estate planning services. We work with every family individuall...
When you need to count on expertise, we're here to help. Ameriestate Legal Plan Inc offers free consultation calls to clients in and around Costa M...
A living trust can ensure assets are well managed until it's the right time for your intended beneficiary to receive access. Ameriestate Legal Plan...
Recommendations Given (16)
"Very knowledgeable and professional."
"Tonia is a professional and her clients love her."
Recent Activity
At AmeriEstate we have specialized in Estate Planning Service for 22 years and have served more than 40,000 happy families. Our process is easy, very affordable and our clients have the option to complete their needed Estate Planning needs (POA's, a Will or a complete Living Trust Portfolio),...
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At AmeriEstate we have specialized in Estate Planning Service for 22 years and have served more than 40,000 happy families. Our process is easy, very affordable and our clients have the option to complete their needed Estate Planning needs (POA's, a Will or a complete Living Trust Portfolio), conveniently over the phone. If a client would prefer to meet with us at our corporate office in Costa Mesa they can, but it's not necessary. Our process starts with a free consultation with one of our Trust Advisors. Our office number is (800)235-0963.
We are a preferred provider of the Deferred Sales Trust (DST), which allows individuals who own highly appreciated assets to sell those assets (i.e. commercial real estate, etc., etc), and defer Capital Gain Taxes. This helps real estate agents and their clients and it differentiates the agent...
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We are a preferred provider of the Deferred Sales Trust (DST), which allows individuals who own highly appreciated assets to sell those assets (i.e. commercial real estate, etc., etc), and defer Capital Gain Taxes. This helps real estate agents and their clients and it differentiates the agent from the competition while creating listings which leads to closed escrows.
Continue to offer your current clientele other value-add services that align (that's why we're all here, Alignable), to your own core expertise. You already earned their "trust" so now you need to offer them other related and needed services. You don't always want to be offering them what you do,...
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Continue to offer your current clientele other value-add services that align (that's why we're all here, Alignable), to your own core expertise. You already earned their "trust" so now you need to offer them other related and needed services. You don't always want to be offering them what you do, but other needs and services as well. This will help you quietly stay in front of them, differentiate yourself and earn referrals along the way. That's how we help our business partners grow their business organically.
There are several. One misconception is people think having a Will is all they need in order to keep their family and estate out of Probate Court, upon their passing. This is not true. If you own a home and / or you have $150,000 (+), in Non Qualified assets and live in Calif., you must have a...
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There are several. One misconception is people think having a Will is all they need in order to keep their family and estate out of Probate Court, upon their passing. This is not true. If you own a home and / or you have $150,000 (+), in Non Qualified assets and live in Calif., you must have a trust in place in order to avoid Probate Court. Another misconception is people think you have to pay $3,000 (+), for a comprehensive, custom-attorney prepared living trust portfolio. When working with AmeriEstate, we can typically save our clients 30-50-% off these fees. We have also made the time required and the decision making process very easy, with affordable - if not free, on going service to our clients and their family.
Listen before you talk. That's why we were given two ears and one mouth. This is critical in all aspects of life, not just when selling. Then, sell the problem you solve, not the product.
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Listen before you talk. That's why we were given two ears and one mouth. This is critical in all aspects of life, not just when selling. Then, sell the problem you solve, not the product.
