Our Process

The ATS process is designed to be accessible, educational, and engaging. Our team of experts provide each client with the most appropriate advice tailored to individual needs and goals. We have worked with many clients who serve as trustees across both revocable and irrevocable trusts, ensuring they understand their responsibilities and liabilities when taking on this role.

Whether you become a client or simply utilize our fee-based service comparing various strategies, we believe that you'll be informed every step of the way. By reading the steps below, you can learn more about how our process works and how we stand out from other advisors.

"The Seven Biggest Mistakes Trustees Often Make” Seminar

Our process often begins with our flagship seminar, "The Seven Biggest Mistakes Trustees Often Make." This seminar is based on a real family's experiences and has been updated to reflect changes in laws and regulations. It is designed to give attendees an understanding of who we are, how we work, and what we have learned through the years that could benefit them. Attending this seminar can help identify potential issues that may not have been considered and provide critical insights into how we can help you achieve your financial goals. It offers a unique opportunity to gain guidance from experienced professionals without obligation.


Personal Data Interview

The personal data interview is an integral part of the process that helps us build a trusting relationship with our clients. It gives us essential insight into your life, family and financial situation so that we can devise strategies to help you pursue your long-term objectives. This step is important in order to foster collaboration between the client, our staff and legal professionals to implement plans with confidence.

It is also an opportunity for us to develop comprehensive solutions tailored to each family's individual circumstances and dynamics. We want to know about any health issues or beneficiaries who should be considered when creating a financial plan, as well as any other details related to family members that could impact the strategy. It is through this in-depth exploration of information that we can accurately determine how best to serve each customer's unique needs.

Ultimately, the goal of performing a personal data interview is twofold; it enables us both to gain a better understanding of what’s most important for our clients and builds trust between all parties involved so that everyone is working together towards their long-term financial success.


Financial Analysis

Our financial analysis can provide a powerful insight into your current and future situation, equipping us with the information necessary to develop effective strategies tailored to your needs. We look at investments, allocations, and risk measures that are in place or should be considered to meet your investment goals. With this information, we can explore potential solutions that fit into your financial plan and help you understand how to ensure lasting success. Furthermore, being aware of any changes due to inflation, spending patterns, life changes, or tax laws will provide you with a clear picture of what strategies may be the most beneficial.


Strategy Session

During our strategy session we will go over the big picture of your current financial situation and plans to identify any changes that need to be made. We want you to understand the strategies that could benefit you, so we need accurate information about your family dynamics, health questions, investments, and estate planning. Considering all this, we can provide tailored solutions that fit into your overall financial plan, giving you the confidence to achieve lasting success.


Advanced Workshop

Our "Advanced Trustee Workshop" series provides an in-depth look into the strategies discussed during the Strategy Session, providing a better understanding to the pros and cons behind each option depending on your financial objectives. Through this workshop, either online or in person, you will have the chance to ask questions and benefit from the group learning dynamic to make informed decisions that fit into your financial plan. Additionally, our seminar design makes it easier to clearly present complex topics, ensuring efficient results and knowledge transfer.


Family Meeting

This is a step is a unique element that sets us apart from other advisors. We have years of experience hosting family meetings, which can be tailored to each individual's needs and comfort level. Our planning often spans three generations and affects beneficiaries, children, grandchildren, nieces, nephews, siblings, and parents. Families need to communicate about estate planning so that future surprises or conflicts do not arise. Having this meeting may affect the plans already in place or prompt the creation of new ones - ultimately allowing you to think long-term about your overall financial plan with confidence.



Implementing your recommendations may involve multiple steps. We are here to support you Reviewed By working with your existing advisors or suggesting experienced professionals to help you understand any tax and legal implications. Upon completing the process, you will become a client of ATS and part of our family.


New Client Dinner

We invite new clients to join us for an intimate dinner with other new members and advisory board members. Throughout the evening, we aim to provide a sense of community and connection between each individual so they feel like part of our ATS Family. This is also an excellent way for you to learn more about how our services can help you build a prosperous and secure financial future. At the end of the evening, we hope to have left our new clients with a feeling of connection and belonging to the ATS Family. We look forward to working with each of them and helping them craft a secure financial future. Our services can provide invaluable support as they go through this process. If you'd like more information or want to speak directly with us, please don't hesitate to contact us at [Which address?]. We are always available and eager to answer any questions you may have about how ATS can help you achieve and maintain long-term financial success.


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