AmeriEstate Legal Plan, Inc. logo

AmeriEstate Legal Plan, Inc. Employee Directory

Legal ServicesCalifornia, United States11-50 Employees

AmeriEstate Legal Plan, Inc. is a California-based legal services provider founded in 1996 that serves individuals, families, and business owners seeking estate planning and related guidance. Based in Costa Mesa, the firm emphasizes high-quality, attorney-prepared estate planning products, including Living Trusts and Wills, as well as broader planning areas such as asset protection, Powers of Attorney, incapacity planning, elder care planning, and public benefits planning for long-term care and deceased estate administration. The focus is on helping clients reduce taxes, avoid probate and long-term care costs, and preserve assets for transfer to beneficiaries, with an emphasis on clarity and preparedness.

As a Legal Access Plan, AmeriEstate provides members with access to legal counsel for a wide range of questions and issues without the concern of escalating costs. Members can rely on the experience of primary estate planning attorneys and a nationwide panel of pre-screened lawyers to address many legal matters. The company reports more than 40,000 members and positions itself within the legal services industry as a provider that educates, guides, and prepares clients to navigate complex estate and longevity planning.

Find AmeriEstate Legal Plan, Inc. employees' phone numbers or email addresses

AmeriEstate Legal Plan, Inc. Global Highlights

Location
Employees

North America
49

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  • United States Of America
    49

AmeriEstate Legal Plan, Inc.'s Leadership

  • Stylized image of a person
    S. P.
    Lead Paralegal Administrator
    Phone icon
  • Stylized image of a person
    P. H.
    Account Manager
    Phone icon
  • Stylized image of a person
    C. T.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    L. V.
    Business Development - Estate Planning
    Phone icon
  • Stylized image of a person
    M. D.
    Notary Public/Trust Signing Specialist
    Phone icon

AmeriEstate Legal Plan, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Sales
  • Business
  • Business Development
  • Legal
  • Accounting
  • Other

Contact profiles from AmeriEstate Legal Plan, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. P.
    Lead Paralegal Administrator
    Phone icon
    United StatesOregon
    Jun 02, 2026
  • Stylized image of a person
    P. H.
    Account Manager
    Phone icon
    United StatesDelaware
    Oct 21, 2024
  • Stylized image of a person
    C. T.
    Administrative Assistant
    Phone icon
    Mar 16, 2024
  • Stylized image of a person
    L. V.
    Business Development - Estate Planning
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. D.
    Notary Public/Trust Signing Specialist
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is AmeriEstate Legal Plan, Inc. known for?

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AmeriEstate Legal Plan, Inc. was founded in 1996 operates in the Legal Services industry. The company's main headquarters is located in 3525 Hyland Avenue Suite 150 Costa Mesa, California 92626 United States; you can contact the main corporate office by phone at . Explore AmeriEstate Legal Plan, Inc.'s company overview page for more information.

What is AmeriEstate Legal Plan, Inc.'s most common email format?

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AmeriEstate Legal Plan, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AmeriEstate Legal Plan, Inc. email formats with LeadIQ.

How many employees does AmeriEstate Legal Plan, Inc. have currently?

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AmeriEstate Legal Plan, Inc. has approximately 39 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are AmeriEstate Legal Plan, Inc.'s key employees and leadership?

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As of June 2026, AmeriEstate Legal Plan, Inc.'s key employees include:

  • Lead Paralegal Administrator: S. P.
  • Account Manager: P. H.
  • Administrative Assistant: C. T.
  • Business Development - Estate Planning: L. V.
  • Notary Public/Trust Signing Specialist: M. D.

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