In 1996 Amerivest Associates began serving seniors throughout California in the area of estate planning… getting them effectively and completely protected from very costly, mandated legal processes, such as, the Intestate Process, if you don’t have a Last Will of Testament; the Conservatorship Process, if you don’t have a General Durable Power of Attorney Document; and, last but not least, the PROBATE PROCESS, if you own land and you don’t have a Revocable Living Trust.

In the last 15 years over 2500 families have been SERVED, ASSISTED, and PROTECTED in these critical matters, avoiding their surviving family members, heartache, frustration, irritation, and saving them tens of thousands of dollars, and in some cases, hundreds of thousands, in needless waste of hard saved monies that otherwise would have been lost to Probate costs.

Amerivest Associates uniquely comes to your home, visits you quietly and privately learning of your needs, wants and desires for yourself, you're loved ones, and sometimes even those who you want left out of your legacy. 

With total confidentiality we facilitate the entire estate planning process on your behalf with a small retainer, tailor making all the necessary documents for you required by law, and hand deliver them to your home, for your authorization and notarization, all at the same time.  You keep everything in your home safe.

Our relationship with you as a client doesn’t stop there, in fact, it has just begun. Several additional programs are provided to you, for your ongoing protection and security. Our special programs include lifetime complimentary annual or bi-annual reviews; a tailored billing process to fit your affordability; a 24-hour Emergency Hotline Service, good anytime / anywhere, when you have questions that need answers, concerns you want addressed, or uncertainties you would like clarified; complimentary settlement assistance to surviving heirs and Successor Trustees; and our Special Platinum Program: free Living Trust Amendments for life.