Linnea G.'s review of AmeriEstate Legal Plan, Inc.

AmeriEstate Legal Plan, Inc.

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Review Posted 4/28/2013
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Outstanding Services
AmeriEstate was recommended to my sister and myself through a very respected firm to assist with updating our parents trust. With their special situation it became clear they needed a trust that would serve their requirements the best. Loriann Lippy and
Greg Reese gave us exactly what was needed in their situation. Loriann has been available to us anytime we required her guidance through the system. She is responsive and detailed, a true advocate for seniors, and always available. We have also requested extra
legal help and Greg Reese has been easy to contact and we've sat down with him in person twice to review our needs. He breaks things down into understandable language so we can proceed forward. Our experience with AmeriEstate was such a strong positive one
with my parents, that my husband and I decided it was time to set up our trust. Stephanie Lane coordinated our trust with us. She was always responsive, our meetings at our home were on time and very efficient. She too was detailed, explained every step of
the way and made it understandable for us to accomplish the final details of the trust. My sister, my husband and I have been very pleased and confident of every interaction we've had with AmeriEstate and can highly recommend their services!!!
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Additional Business Information
Hours   8AM-5PM PST Phone   (800) 235-0963 Address   3525 Hyland Avenue, Suite 150
Costa Mesa, CA 92626-1462
Website Email
Contact   Greg Reese Other  
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