Who Are We?
Kyra Leonard, owner and operator of Attorneys Trust Document Service (“ATS”), brings over 25 years of experience in estate planning document preparation, and over 10 years working in the law offices of three specialists in Estate Planning, where she gained extensive experience in trust administration, probate, and conservatorship matters.
Kyra earned her Paralegal Certificate from Sonoma State University and holds a Bachelor’s Degree in Business Management from St. Mary’s College.
Additionally, Kyra further enhanced her expertise by attending Fullerton University’s Private Professional Fiduciary program, gaining a deeper understanding of the critical role of a Trustee.
Contact us today to learn how ATS can assist your practice.
Customized Solutions For Attorneys and Financial Advisors
California Estate Planning Document Preparation
Since 1991, Attorneys Trust Service (ATS) has been the trusted partner for delivering high-quality, personalized estate planning documents exclusively for California Professionals.
We provide accurate, efficient, and comprehensive services tailored to meet the unique needs of your clients.
Customized Solutions For Attorneys and Financial Advisors
California Estate Planning Document Preparation
Since 1991, Attorneys Trust Service (ATS) has been the trusted partner for delivering high-quality, personalized estate planning documents exclusively for California Professionals. We provide accurate, efficient, and comprehensive services tailored to meet the unique needs of your clients.
Who Are We?
Kyra Leonard, owner and operator of Attorneys Trust Document Service (“ATS”), brings over 25 years of experience in estate planning document preparation, and over 10 years working in the law offices of three specialists in Estate Planning, where she gained extensive experience in trust administration, probate, and conservatorship matters.
Kyra earned her Paralegal Certificate from Sonoma State University and holds a Bachelor’s Degree in Business Management from St. Mary’s College.
Additionally, Kyra further enhanced her expertise by attending Fullerton University’s Private Professional Fiduciary program, gaining a deeper understanding of the critical role of a Trustee.
Contact us today to learn how ATS can assist your practice.
What We Do
ATS has been preparing quality, highly customizable and legally sound Estate Planning portfolios since 1991. We serve California attorneys and qualified non-attorney agents* under attorney supervision.
We offer a variety of portfolios, including new or restated comprehensive estate plans, Will-based estate plans, individual ancillary documents, Amendments to current Trusts, Trust Transfer documents/Deeds, Trust Administration documents, or piece-meal documents as needed by your clients. (See XYZ to see all documents included in a full estate plan.)
* Qualified non-attorney agents include: Certified Financial Planners, licensed Tax or Insurance agents, or other non-attorney professional who may offer estate planning documents as part of their regular services. ATS will prepare documents for the clients of qualified non-attorney agents under attorney supervision.
Focus on Ethics
At ATS, we take ethics seriously. We only work with professionals who adhere to the highest ethical standards in estate planning. All trusts are prepared under the direct supervision of licensed attorneys to ensure legal compliance.
Contact us today for all your estate planning document needs – we’re ready to assist!
Get In Touch Today: 925-960-1192
Contact us today for all your estate planning document needs – we're ready to assist!
What Clients Say
Google Reviews.
We tell you what you need to hear, not what you always want to hear. We explain consequences to decisions in practical terms, simplifying the complex.
The final product, as well as the draft, appeared comprehensive and very professional. My client was truly impressed with the final draft. She seemed to feel she was getting more than she paid for. From a legal standpoint, your trust stands up to any trust I have reviewed in the past. In fact, you made my job easier by providing all transfer documents as part of your service.
PAS, Santa Clarita
Google Review
The final product, as well as the draft, appeared comprehensive and very professional. My client was truly impressed with the final draft. She seemed to feel she was getting more than she paid for. From a legal standpoint, your trust stands up to any trust I have reviewed in the past. In fact, you made my job easier by providing all transfer documents as part of your service.
PAS, Santa Clarita
Google Review