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AmeriEstate Legal Plan Inc

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AmeriEstate Legal Plan Inc Reviews (3)

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and find that this resolution would be satisfactory to me.  I will wait for the business to perform this action and, if it does, will consider this complaint resolved.
Regards,
[redacted]

A personal phone call was made to Ms. [redacted] with a message being left and the following was sent to you via email in an attempt to assist her and clear up this misunderstanding.
Dear Ms. [redacted],
My condolences to you on the passing of your father.  I understand you called
our...

offices yesterday seeking a copy of his AmeriEstate Living Trust as the
original document is here in California while you are in Illinois.
From your comments and speaking with my staff, it is clear there was some
miscommunications, which I appologize for.  It seems as though my staff was
trying to communicate to you various ways we are able to assist our clients
successor trustees through the Trust administration process, and you were only
interested in obtaining a copy of the Trust document at this time.  My staff
should have better addressed your primary concern first.
We are certainly happy to assist you and it is fortunate that we do have a
signed copy of the most important part of your Fathers Living Trust Portfolio,
that being the Declaraton of Trust.
In the interest of identity protection and privacy, we would ask that you
provide us with :
1) a copy of your father's death Certificate
2) a brief letter from you, signed and dated, requesting a copy of his Living
Trust and the address to which you would like this information sent.
3)  a copy of your drivers license or other photo ID.  You may blackout your
birthdate and drivers license # if you like.
There is a nominal fee of $50 for us to organize, print and mail these
documents to you.   You may send us a check or request that we email you a
credit card authorization form.  Processing time on our end would be 1 to 2
business days.
Again, I appologize for any miscommunication. Our efforts are always in the
spirit of trying to help.   We look forward to assisting you with your
request.
Warm Regards,
[redacted], President

I have had to contact AmeriEstate a couple of times in the last year regarding my Revocable Living Trust Portfolio created in 2000, each time I have dealt with [redacted] C. and she has been extremely helpful and gone above and beyond to help me with my questions and needs. I have been very happy with AmeriEstate and have recommended them to friends who are in need of the services they provide.

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Address: 3525 Hyland Ave #150, Costa Mesa, California, United States, 92626-1489

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