Insights

Affordable Estate AmeriEstate serves over 40,000 members with affordable, high quality estate planning services, indicating a strong value proposition for scaling outreach to individuals and families seeking cost-effective legal planning solutions.

National Expert Network Access to an extensive nationwide panel of pre-screened attorneys suggests a robust value add for cross-selling other legal services and for partnerships with regional firms to expand coverage and upsell personalized attorney consultations.

Digital Reach Active tech stack including WordPress, analytics and consent tools indicates established online presence and data-driven marketing potential; high opportunity to optimize lead generation, retargeting and content marketing for estate planning services.

Revenue Scale Revenue in the multiple tens of millions positions AmeriEstate as a credible partner for enterprise-level co-marketing, white-labeling opportunities, and referral arrangements with complementary legal and financial services.

Growth Readiness Mid-sized employee base and clear focus on education and planning services suggest readiness for expanded offerings such as lifecycle estate planning packages, elder care planning, and asset protection products to increase average client lifetime value.

Similar companies to AmeriEstate Legal Plan, Inc.

AmeriEstate Legal Plan, Inc. Tech Stack

AmeriEstate Legal Plan, Inc. uses 8 technology products and services including Hotjar, Linkedin Insight Tag, Microsoft Clarity, and more. Explore AmeriEstate Legal Plan, Inc.'s tech stack below.

AmeriEstate Legal Plan, Inc.'s Email Address Formats

AmeriEstate Legal Plan, Inc. uses at least 4 email formats:
AmeriEstate Legal Plan, Inc. Email FormatsExamplePercentage
First@ameriestate.comJohn@ameriestate.com
70%
FirstLast@ameriestate.comJohnDoe@ameriestate.com
14%
Last@ameriestate.comDoe@ameriestate.com
9%
FLast@ameriestate.comJDoe@ameriestate.com
7%

Frequently Asked Questions

What is AmeriEstate Legal Plan, Inc.'s phone number?

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You can contact AmeriEstate Legal Plan, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AmeriEstate Legal Plan, Inc.'s official website and social media links?

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AmeriEstate Legal Plan, Inc.'s official website is ameriestate.com and has social profiles on LinkedIn.

How much revenue does AmeriEstate Legal Plan, Inc. generate?

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As of October 2026, AmeriEstate Legal Plan, Inc.'s annual revenue is estimated to be $25M - $50M.

What is AmeriEstate Legal Plan, Inc.'s SIC code and NAICS code?

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AmeriEstate Legal Plan, Inc.'s SIC code is 8111 - Legal Services and NAICS code is 5411 - Legal Services.

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

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As of October 2026, AmeriEstate Legal Plan, Inc. has approximately 40 employees across 1 continents, including North America. Key team members include Manager: R. B., Estate Plan Facilitator: K. W. and Administrative Assistant: C. T. Explore AmeriEstate Legal Plan, Inc.'s employee directory with LeadIQ.

What industry does AmeriEstate Legal Plan, Inc. belong to?

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AmeriEstate Legal Plan, Inc. operates in the Legal Services industry.

What technology does AmeriEstate Legal Plan, Inc. use?

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AmeriEstate Legal Plan, Inc.'s tech stack includes Hotjar, Linkedin Insight Tag, Microsoft Clarity, Usercentrics, WordPress, Osano, ActiveCampaign and New Relic.

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

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AmeriEstate Legal Plan, Inc.'s email format typically follows the pattern of First@ameriestate.com. Find more AmeriEstate Legal Plan, Inc. email formats with LeadIQ.

When was AmeriEstate Legal Plan, Inc. founded?

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AmeriEstate Legal Plan, Inc. was founded in 1996.
AmeriEstate Legal Plan, Inc. logo

AmeriEstate Legal Plan, Inc.

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.

Section iconCompany Overview

Phone number
SIC Code
8111 - Legal Services
NAICS Code
5411 - Legal Services
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    AmeriEstate Legal Plan, Inc.'s revenue is estimated to be in the range of $25M - $50M

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