Partnering with AmeriEstate

AmeriEstate's services are made available to the public primarily through our network of contracted Independent Sales Representatives and Business Partners. Often these Representatives and Business Partners are community based Financial Planners, CPA's, Insurance Professionals, Mortgage Companies, Credit Unions, Banks and Escrow Companies.

Interested in offering our services to your client? We are always looking for qualified professionals. Call or email for more information or to request an appointment.

Marketing Tools and Ordering

Tri-Fold   www
8-Page Brochure   www
Document Folder   www
Marketing Supply Order Form PDF  

Agent Forms

4 Page Estate Plan Fact Finder PDF WordFillable Form
Administrative Review Questionnaire PDFFillable Form WordFillable Form
Agent Intake Form for New Apps PDFFillable Form  
Estate Planning Disclosure & Receipt PDF WordFillable Form
Legal Plan Membership PDF WordFillable Form
Advanced Estate Planning Questionnaire PDF  
Charitable Trust Fact Finder PDF  
ILIT Fact Finder PDF  
DocuBank Enrollment Form PDF WordFillable Form
Fillable Form  = Fillable Form

This publication is designed to provide accurate information in regard to the subject matter covered.  It is not intended to be relied upon for legal, accounting, tax or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.