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AmeriEstate Legal Plan, Inc.

Member | 16,162 inquiries |
Legal Services

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3525 Hyland Avenue, Suite 150
Costa Mesa, CA 92626-1462 | Get Directions

(800) 235-0963

http://www.ameriestate.com

Monday-Friday:7:30 AM-5:00 PM Saturday: Closed Sunday: Closed

Company Rating

AAA

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Customer Reviews

based on 1 review.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Complaint Resolution Index (CRI) Explained The Complaint Resolution Index (CRI) is an indicator on how responsive a company is in addressing and resolving customer complaints brought to their attention by BCA. If they are considering doing business with the company, consumers can use this indicator to forecast the likelihood of having their issues addressed if a problem arises. CRI measures the company's customer satisfaction abilities through BCA’s complaint mediation process.

A variety of factors are considered when calculating CRI. This includes how quickly a company responds to complaints, the number of complaints against a company, whether the company addressed complaint allegations, and the outcome of the complaints. CRI is just a subset of the overall rating for the company. Consumers are encouraged to take into consideration the company's CRI, their overall BCA letter rating and other relevant information about the company so they can make a well-informed purchasing decision.

Membership Information

Proud member since 07/14/1999
This company is a Charter Member of Business Consumer Alliance.

Recent Review

Posted on 4/22/2014 Scott P.

A great product with a great company supporting it.

With the arrival of my second child and being a home owner I knew of the importance of getting a living trust but did not feel comfortable doing it myself, not could I afford hiring an attorney. I am very happy I chose AmeriEstate to create my living trust. I had all my questions answered in a way that I could communicate back to my wife, and also spoke to an estate attorney to ensure everything is in legal order. The trust was delivered to my home, notarized, and my home was put into the trust for me. The trust is very well organized and what I really appreciate is that in the back of the trust there are very easy to follow instructions to ease the burden on those who need to carry out my wishes. I rest easier knowing that I have marked this off my to do list and that my children will be taken care of in the future. THANK YOU AMERIESTATE!!

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against AmeriEstate Legal Plan, Inc. closed in last 3 years.

Complaints	Type of response
0	Making a full refund, as the consumer requested
0	Making a partial refund
0	Agreed to make an adjustment
0	Refusing to make an adjustment
0	Refuse to adjust, relying on terms of agreement
0	Unanswered

Other Information

Company Info

AmeriEstate Legal Plan, Inc specializes in estate planning and asset protection services. They use the power of group buying and pre-negotiated discounts to provide savings to their clients.

Primary Contact:	Greg Reese (President/CEO)
Business Started:	4/1/1996
Social:

About AmeriEstate Legal Plan, Inc.

Serving more than 35,000 families nationally since 1996.

At AmeriEstate Legal Plan, we are experts in all areas of Estate Planning and Administration, Asset Management, Life-Care Benefit Planning, Living Trusts and Wills. As your personal legal-services and estate-planning expert resource, we know that your concerns center around your family and the loved ones you are committed to protect. AmeriEstate experts have a passion for helping protect what matters to you!

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Licensing

We know of no licensing or registration requirement for companies engaged in this company's stated type of business.

Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

Industry Resources

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Additional Info

DBAs:
There are no additional DBAs.

Websites:
There are no additional web sites.

Contacts:

Gustavo S. Avila (Attorney)

Jeffery T. Monteith (Attorney)

Jimmy C. Smith (Attorney)

Joseph Udall (Attorney)