Policy & Estate
Review
Family-Office–Style Review for Your Home, Estate, and Coverage
Bringing Clarity to Your Coverage, Property & Estate
American Dreamers offers a structured Policy & Estate Review designed to help individuals, families, homeowners, and investors understand how their estate planning, insurance coverage, and property assets work together. This review brings clarity to areas that are often managed separately, helping you identify gaps, risks, and opportunities for better coordination.
What The Review Covers
Estate & Legacy Planning Overview
We review how your estate planning documents and intentions align with your current life, property ownership, and long-term goals.
This may include:
Legal documents are prepared and reviewed by licensed attorneys. American Dreamers provides education and coordination only.
Home & Property Insurance Review
We help review your home-related insurance coverage as it relates to ownership, value, and documentation.
This may include:
American Dreamers does not act as an insurer or public adjuster.
Life Insurance Review
For clients with existing policies or planning needs, we provide a structured review of life insurance coverage as it relates to estate planning and long-term financial protection.
This may include:
Life insurance services are offered through licensed professionals.
Real Estate Integration
Because real estate is often a core asset, we review how your property fits into your broader financial and estate picture.
This may include:
Why This Review Matters
Most people have insurance policies, estate documents, and property assets that were created at different times, by different professionals, without coordination.
Our Policy & Estate Review helps bring those pieces into one clear picture so decisions can be made intentionally, not reactively.
Who This Is For
Homeowners and new buyers
Families planning for legacy
Business owners with insurance or property assets
Investors managing real estate portfolios
Individuals seeking clarity and organization
How It Works
Schedule a Policy & Estate Review
Book your consultation to begin the comprehensive review process with our team.
Upload relevant documents securely
Safely share your policies, estate documents, and property information through our secure platform.
Receive a structured review and coordination summary
Get a comprehensive analysis showing how all your assets and protections work together.
Identify next steps and professional referrals if needed
Receive actionable recommendations and introductions to trusted professionals when appropriate.
Everything Connected
In One Review
Your home, life insurance, estate plan, and property assets shouldn't exist in isolation. Our review connects the dots and reveals opportunities for better protection and planning.
Important Disclosure
American Dreamers provides education, organization, and family-office–style coordination services.
We do not provide legal, tax, or investment advice. Estate planning documents are prepared by licensed attorneys.
Insurance services are offered through licensed professionals. All third-party services are provided independently of American Dreamers.
Get Clarity Across Your Policies, Property, and Estate
Schedule a Policy & Estate Review and bring everything into alignment.