Customer Reviews & Ratings
Review Posted 1/15/2013
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Excellent Customer Service!!!
I am a Successor Trustee on a trust for someone who uses AmeriEstate. Margarita Caudillo has been amazing with helping me ensure that everything is taken care of and in order for when something happens. She is extremely knowledgeable, friendly, and actually follows up with you! There have been times I waited weeks to hear back from someone but not Margarita, she has always called back. Margarita took the time to make sure my information was up to date and even offered her assistance to me for the future. I will be setting up my own trust and plan on working with AmeriEstate and Margarita.
 
 
 
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Additional Business Information
Hours   8AM-5PM PST Phone   (800) 235-0963 Address   3525 Hyland Avenue, Suite 150
Costa Mesa, CA 92626-1462
Website   http://www.ameriestate.com Email   legalplan@ameriestate.com
Contact   Greg Reese Other  
 
 
 
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