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Full-Service Estate Planning
Document Preparation
When Attorneys Trust Service (ATS) began in 1991, our goal
was to create and deliver the best, most highly customized, estate planning
documents available for the clients of California attorneys and financial
advisors. That goal still stands, and our success indicates acceptance in
the marketplace. Now, we are expanding nationwide with those same principals
in mind.
Focus on Documents
Our original documents (and our proprietary document generation software)
were the product of hundreds of hours work with the close assistance of a
California Certified Specialist in Estate Planning, Trust and Probate Law.
Currently we are working with a nationally respected trust expert to develop
our next generation of revocable and irrevocable trust documents.
Focus on Ethics
ATS is keenly aware of the ethics issues in estate planning, and requires
that attorneys and financial advisors subscribe to the codes of ethics that
govern their professions. No trusts are prepared without the direct
supervision of an experienced attorney licensed in the client's home state.
Focus on Technology
Technology is a key part of our long term strategy. We offer fully web-based
systems for order-entry, production and real-time job tracking. Don't worry,
if you are more traditional, we operate just as well on handwritten forms
and faxed documents. |
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