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REAL ESTATE AGENT
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✓ Residential Sales & Purchase
✓ Residential Income Units
✓ Commercial/Mixed Use
✓ Free Market Pricing Report
✓ Free Lists of Homes Any City
✓ Notary Services
✓ Home Loans & Refinancing
✓ FHA& Conventional
✓ Loan Solutions
✓ Personal Consultations
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INCOME-TAX SERVICES
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Income Tax Preparation
Remote Income Tax Preparation
Small Business Tax Preparation
-sole Proprietor
-Partnership
Sales and Use Tax
Amended Tax Return
Estimated Tax Payment Calculations
ITIN &Renewals Applications
DMV Services
Insurances Services
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ESTATE PLANNING
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The Revocable Living Trust
2. Pour-Over Will(s)
3. Abstract of Trust
4. General Durable Power of Attorney
5. Advanced Health Care Directive Living Will–Directive to Physician
6. Nomination of Conservator
7. Nomination of Guardian
8. Anatomical Gifts Declaration
9. Special Needs Provisions
What You Get With AmeriEstate’s Living
Trust Portfolio & Legal Plan Membership
You deserve the peace of mind that you, your family, your legacy and your assets are protected
should something happen to you. AmeriEstate Living Trust Portfolios are all-inclusive, comprehensive
documents created by more than a dozen highly experienced estate planning attorneys.
Personalized to your own unique situation, this Living Trust Portfolio along with the Legal Plan
Membership are designed to protect what matters most to you—both now and in the future.
© 2016 AELP, Inc. • toll free (855) 692-3878 • advisors@ameriestate.com
10. Estate Portfolio Overview
11. Personal Information Section
12. Separate Property Agreement–if necessary (additional $150 fee)
13. Guidelines to Successor Trustee
14. Application & Instruction for SS-4
15. Final Instructions Section
16. Schedule “A” Listing of Assets
17. Preparation of Deed(s) (Hawaii is referred out at additional cost, deeds and
recording fees are an additional fee per county and state)
18. Handling of County Recorder Transfers and Recordings
19. Funding Letters/Directives to Banks, etc.
20. Funding Instructions
21. Support Documents
22. Trust Particulars Summary
23. Complete Notary Service
24. Attorney Endorsement Letter
25. Attorney Consultation
26. Reasonable Ongoing Complimentary Telephone Consultation
27. One Year Membership in the AmeriEstate Legal Plan
Make your living trust Revocable & Non revocable or will.
Divorce