


AmeriEstate Legal Plan
Legal Services • Costa Mesa, California, United States • 21-50 Employees
Company overview
| Headquarters | 3525 Hyland Ave., Suite 150, Costa Mesa, CA 92626, US |
| Phone number | +18002350963 |
| Website | |
| NAICS | 5411 |
| SIC | 811 |
| Keywords | Legal Services, Asset Protection, Wills And Trusts, Asset Management, Estate Planning, Power Of Attorney, Living Wills, Deceased Estate Administration, Living Trusts, Elder Care Law, Estate Planning Attorney, Incapacity Planning, Elder Care Planning, Deferred Sales Trust, Estate Attorney, Living Trust Attorney, Tax Deferred Trust |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Key Contacts at AmeriEstate Legal Plan
Barbara Amy
Marketing Director/Brand Ambassador
Summer Dawn Emery Woodall
Owner And Partner
AmeriEstate Legal Plan Email Formats
AmeriEstate Legal Plan uses 2 email formats. The most common is {first initial} (e.g., j@ameriestate.com), used 57.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ameriestate.com | 57.9% |
{first name} | john@ameriestate.com | 42.1% |
About AmeriEstate Legal Plan
Established in 1996, AmeriEstate Legal Plan, with over 40,000 members to date, is known for delivering affordable, high quality estate planning services. AmeriEstate specializes in highest-quality estate planning solutions focusing on attorney-prepared Living Trusts and Wills, Estate Planning, Asset Protection, Powers of Attorney, Deferred Sales Trusts, Incapacity Planning, Elder Care Planning, Legal Long-Term Care Public Benefits Planning and Deceased Estate Administration. AmeriEstate specializes in educating, guiding and preparing individuals, families and business owners on how to reduce taxes, avoid the expense and stress of Probate and Long Term Care costs and preserve, protect and transition their assets to those they care about while giving them confidence and peace of mind. As a Legal Access Plan, we make it easy for our members to speak with an attorney whenever they have other legal questions or think they have a legal problem, regardless of the legal issue, and without fear of the cost. Our members can have confidence in the wide-ranging experience of our primary estate planning provider attorneys and be secure in the knowledge that they have access to an extensive nationwide panel of pre-screened attorneys for practically any legal issue that may arise.
AmeriEstate Legal Plan revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $385,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Legal Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
AmeriEstate Legal Plan has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
AmeriEstate Legal Plan has never raised funding before.
AmeriEstate Legal Plan Tech Stack
Discover the technologies and tools that power AmeriEstate Legal Plan's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
4.8
40,000 users



