Because planning for tomorrow is one of the most important steps you can take to protect your family today.

Estate planning is about more than documents and legal decisions. It's about protecting the people you love, preserving what you've worked hard to build, and ensuring your wishes are honored for years to come.

 

That's why VA Desert Pacific Federal Credit Union selected AmeriEstate Legal Plan as its estate planning partner. For more than 25 years, AmeriEstate has helped individuals and families create personalized estate plans through experienced attorney guidance, affordable fixed-fee pricing, and a simple, convenient process. Their commitment to education, service, and long-term client support aligns with our mission of helping members achieve financial security and peace of mind.

Through this partnership, members have access to trusted estate planning services designed to help protect their homes, assets, and loved ones. Whether you're creating your first will, establishing a living trust, or updating an existing plan after a major life change, AmeriEstate provides the guidance and support needed to make informed decisions with confidence.

We make estate planning simple, affordable, and accessible for members living in Arizona, California, Maryland, Tennessee, Texas, and Virginia.

✅ Attorney-guided estate planning — personalized legal guidance, never DIY templates
✅ Affordable, fixed-fee pricing — transparent costs with no surprises
✅ Convenient consultations — meet with an attorney by phone or Zoom
✅ Ongoing support — update your plan as your life, family, and goals change
✅ Designed for homeowners and families — practical solutions to protect your legacy

 

Estate planning services

  • Estate Plans

  • Living Trusts

  • Wills, Powers of Attorney, and Advance Healthcare Directives

  • Trust Administration Support

  • Trust Amendments and Restatements

  • Young Adult (Age 18+) Protection Packages

  • Business Formation Services

What You Can Expect from AmeriEstate 

 

AmeriEstate's streamlined, attorney-guided process makes estate planning simple, convenient, and personalized to your unique needs.

Trust Advisor Consultation

Your journey begins with a dedicated Trust Advisor who will:

  • Listen to and understand your unique needs, concerns, and goals.

  • Review the key decisions involved in creating your estate plan and provide guidance to help you prepare for your attorney consultation.

  • Document your preliminary decisions and provide them to your estate attorney, ensuring a more efficient and productive legal consultation.

Estate Attorney Consultation

You'll work directly with a dedicated estate planning attorney who will:

  • Review your consultation details and speak with you personally by phone or Zoom.

  • Answer your legal questions and discuss your specific family, financial, and estate planning goals.

  • Prepare customized legal documents tailored to your individual needs and objectives.

Trust Preparation, Delivery & Notarization

Once your documents are prepared, AmeriEstate helps ensure they are properly executed:

  • Work with a specially trained notary public experienced in estate planning document execution.

  • Enjoy the convenience of document signing in the comfort of your home, at a Credit Union branch, or at another location of your choice.

  • Receive guidance on properly titling and transferring assets into your Living Trust to help maximize the effectiveness of your estate plan.

From your initial consultation to document execution and beyond, AmeriEstate provides professional guidance every step of the way, helping you protect your family, your assets, and your legacy with confidence.

 Call us at 562-498-1250, email help@vadpfcu.org, or visit any branch location, and we'll connect you with a trusted estate planning professional at AmeriEstate to help you create a plan that protects what matters most today.