This software is a great place to accumulate and store all the vital information for your heirs. I didn't completely understand the "save as pdf" function, thinking I could come back and update from... Näytä lisää
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Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
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Receiving the materials quickly was great. I briefly skimmed the product and am impressed with how complete it is. I plan to use it to review and update the documents I put in place 8+ years ago. The... Näytä lisää
Yritys on vastannut
I have not started filling it out yet but printed it off and like what I see. I have my info organized in a notebook for my daughter however I like this one to tell her exactly what needs to be taken... Näytä lisää
This was well organized and easy to use, plus it felt professional and answered numerous questions for this difficult process. Highly recommend as a complete source of information on what to do and ex... Näytä lisää
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Yrityksen tiedot
Yrityksen kirjoittama
When someone dies, three clocks start, and almost no family knows them in advance. The American Estate Kit is built around them: the 48-6-9 System. • First 48 hours: SECURE. The first moves, in order: funeral home, certified copies of the death certificate, the original will, the executor, the house and the mail. • First 6 months: NOTIFY. There is no single place to report a death in the U.S. The kit lists every bank, insurer, retirement account, utility and subscription to contact, one by one, with ready-to-send letters, and flags the Social Security timelines where benefit months can be permanently lost. • First 9 months: SETTLE. The decisions that can't be undone, plus probate, valuation and the final tax return, with the documents you'll be asked for.-- The three windows hold in all 50 states. What varies by state is on your State Quick Sheet. Printable, step by step, and delivered by email within minutes. Not legal advice, and not a substitute for an attorney. https://theamericanestatekit.com
Yhteystiedot
4,4
Erinomainen
29 arvostelua
Pyytää asiakkailta arvosteluja
Tämä yritys pyytää asiakkailtaan arvosteluja – olivat ne sitten hyviä tai huonoja
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Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
Impressed
I have not started filling it out yet but printed it off and like what I see. I have my info organized in a notebook for my daughter however I like this one to tell her exactly what needs to be taken care of first.
31. lokakuuta 2026
Oma-aloitteinen arvostelu
Appears as though all the questions I…
Appears as though all the questions I had in my mind were answered.
Still gathering things, if I need help will give you a call.
30. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Stephen! We're glad the kit has answered your questions so far. Take your time gathering everything, and please don't hesitate to reach out if you need any help along the way.
This software is a great place to…
This software is a great place to accumulate and store all the vital information for your heirs. I didn't completely understand the "save as pdf" function, thinking I could come back and update from there. Raphael cleared that up and it's finally complete.
11/03/26
3. marraskuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you for your thoughtful feedback! We're pleased Raphael was able to clarify the PDF saving process and help you complete your kit. We appreciate you sharing your experience and are glad everything is now sorted.
There's nothing scary about starting…
There's nothing scary about starting the process. Simple steps with clear instructions.
29. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you for your lovely feedback! We're so pleased you found the process simple and reassuring. Getting started can often feel like the hardest part, so knowing our clear instructions helped make it less daunting means a lot to us. We really appreciate your support!
This was well organized and easy to…
This was well organized and easy to use, plus it felt professional and answered numerous questions for this difficult process. Highly recommend as a complete source of information on what to do and excellent way to verify you are correct in the various processes. What on target and on time for me and my family. Thank you JR Smith
29. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you so much for your wonderful review! We're delighted that the kit answered so many of your questions and gave you the confidence to navigate such an important process. Knowing it's helped you and your family feel informed, organised and on track is exactly what we hoped to achieve. We truly appreciate your recommendation and kind words!
The American Estate Kit
The American Estate Kit gives me peace of mind that family will be able to easily locate important information after I'm gone. I appreciate the email follow-ups this company gives, letting you know they are available to help anytime you need it - I get very busy and forget I need to finish the project, so the reminders are helpful.
28. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you for such a thoughtful review! We're so pleased the American Estate Kit is giving you peace of mind about your family's future. It's especially lovely to hear that our reminders and continued support are helpful with your busy schedule. We know life can get in the way, so please take your time completing everything. We're always happy to help whenever you need us!
Very comprehensive!
15. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Thomas! We're delighted you found the kit so comprehensive. We wanted to make sure families have everything they need in one place, so your feedback means a lot to us. We really appreciate your support!
Full of usefull information - in plain English!
Receiving the materials quickly was great. I briefly skimmed the product and am impressed with how complete it is. I plan to use it to review and update the documents I put in place 8+ years ago. The project will also include a review and update of our trust which is due.
I especially appreciate the notes/comments you include as to why the information is important, timing, etc. The clear and plain English presentation is most appreciated. I am really looking forward to this project which will soon begin. From what I have seen it is a good value.
5. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Pam, for such a thoughtful review! We're especially pleased you appreciate the plain English explanations and the notes about why certain information matters. It's wonderful to hear you're planning to use the kit to update your existing documents and review your trust. We hope it makes the process much easier when you begin, and we're always here if you need any guidance along the way!
Glad to have it all in one place!
27. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Sharon! Sometimes the biggest relief is simply knowing that everything important is gathered in one place. We're so glad the Kit is helping you achieve that. We really appreciate your lovely review!
Relatively easy to prepare
Relatively easy to prepare. Covers just about all normal situations.
20. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, James! We're pleased you found the Kit straightforward to prepare and that it covers the everyday situations families may need to deal with. Making the process practical and manageable is really important to us. We appreciate you sharing your experience!
It’s a great guide/tool for estate…
It’s a great guide/tool for estate planning and so helpful for anyone dealing with an estate.
16. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you for your lovely feedback! We're really pleased you see the Kit as a useful guide, both for planning ahead and for those managing a loved one's estate. Making a difficult process feel a little more manageable is exactly why we created it. We truly appreciate your support!
Looks Good!
26. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Thomas! We're glad the Kit has made a good first impression. We hope you find it just as useful as you start working through the documents. We really appreciate you taking the time to leave a review!
Wow!
Wow! Glad I got this. There are items I never thought about, that my family needs.
26. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Gene! It's wonderful to hear the Kit has brought important details to your attention that you hadn't previously considered. Those little things can make such a big difference for family members later on. We're delighted you're finding it valuable and really appreciate your enthusiasm!
I love the way it’s all organized very…
I love the way it’s all organized very well. It sets my mind at ease to know this kit will assist family members from the very beginning to the end.
16. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you so much, Sharlene! We're delighted that the way everything is organised has given you peace of mind. Knowing the Kit will help guide your family through each stage is exactly what we hoped to achieve. We really appreciate your lovely feedback!
Good customer service
Good customer service. Patient and understanding while helping me.
13. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Judy! We're so pleased you felt supported and understood. We know that getting everything sorted can sometimes feel overwhelming, so taking the time to help and answer questions is really important to us. Your kind words mean a great deal!
I have just started adding stuff to the…
I have just started adding stuff to the kit. I like the way it is laid out. I just recently lost my husband & had to navigate this stuff without a guide. I believe my children will appreciate having everything spelled out for them when my time comes.
22. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you for sharing your experience, Susan, and we're very sorry for the loss of your husband. It's incredibly thoughtful of you to prepare everything for your children, especially knowing firsthand how much there can be to manage. We're glad the Kit is helping you put things in order at your own pace. Wishing you all the best as you work through it.
So much more that I thought to do
So much more that I thought to do. Hopefully the guides help in completing each page. So far so good.
21. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
It can be surprising just how much there is to organise once you get started! We're glad the kit is helping you identify what needs attention and hope the guides make each step easier. Take your time, and remember we're always here if you need a hand. Thank you for sharing your experience!
Early review
Easy steps and categorized to concentrate on one thing at a time
7. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
We're delighted you're finding the kit easy to navigate! Breaking everything into clear categories and manageable steps is exactly what we hoped would make the process feel less overwhelming. We really appreciate your lovely feedback!
Very helpful kit
Very helpful kit to know & get all your information ready in one place to make it easiest for those who will be handling all your affairs after your death.
14. lokakuuta 2026
Vastaus yritykseltä The American Estate Kit
It's lovely to know the kit is helping you bring all your important information together. Making things easier for loved ones when the time comes is at the heart of why we created it. Thank you for recognising its value and taking the time to share your thoughts!
The document looks good and quite…
The document looks good and quite detailed. There are a lot of steps to go through, and I will be taking them in order.
16. lokakuuta 2026
Oma-aloitteinen arvostelu
Vastaus yritykseltä The American Estate Kit
Thank you, Larry! We're glad you found the kit detailed and well organised. Taking it one step at a time is a great approach, and there's no need to rush. We hope it continues to be helpful as you work through each section!
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