A Full Estate Plan In One Session
Without The Legal Maze
Properly structured, funded, and notarized in a single session from the comfort of your home —
so your family has a plan they can use the moment they need it.
35+ years
of estate planning &
financial advisory experience
$380M+
in client assets managed
Thousands
of estate planning
consultations completed
You’re Only A Moment Away From Losing Everything You Built
About 60% of Americans have no estate plan in place. Which means when the unexpected happens, their families are left navigating courts, paperwork, and difficult decisions without clear guidance.
S.T.E.P.™ was built to change that.
With our process, you get a legally executed estate plan, completed in a single guided session, from the comfort of your home.
Your family isn’t left guessing. When the time comes, your loved ones know exactly what to do.
Your assets transfer smoothly, your plan avoids probate, and your family can access what they need faster.
Your wishes are documented so your family doesn’t have to interpret or debate them.
Your estate plan removes the legal and financial headaches families often face after a loss.
Your documents, instructions, and key details are organized, accessible, and easy to find when they’re needed.
Restating my existing Revocable Living Trust was a five-star experience.
Restating my existing Revocable Living Trust was a five-star experience. Their professionalism, knowledge and guidance of what I needed to update my trust was a huge aid to help me make the right decisions for my trust. They were remarkably quick to respond to any questions I had.
It was a very easy process online with them to make the updates and complete the restated trust in only a couple of online meetings! Knowing now how easy this process is, there is no reason for anyone to put off creating a trust for their family. S.T.E.P. truly is what it says, they are specialized in assisting people who need this service but have no idea of how to get started.
M. Brennan
I had an excellent experience with S.T.E.P. (Specialized Trust & Estate Plan)
Jon and his team are knowledgeable, professional, and took the time to clearly explain the process. They made what could have been a complicated and overwhelming experience feel organized and manageable. Communication was consistent and timely, which gave us confidence throughout.
Jon truly cares about his clients and makes you feel like you are his top priority. I would highly recommend S.T.E.P. to anyone looking for reliable and trustworthy estate planning services.
Natalie S.
I recently engaged Specialized Trusts & Estate Plans to assist me
With the updating of our wills, living trust, advanced directive, etc. as a part of our estate planning. This was increasingly necessary due to my wife's onset of multiple myeloma (blood cancer). Once the process engaged, it went very smoothly and our entire estate planning was put into place seamlessly, effectively, and very quickly.
We couldn't have been more pleased with the entire process. I would highly recommend this experience to all other people wishing to create or upgrade their plans.
Keith H.
Structured Planning Designed for Different Stages of Life
Retirement Estate Plan
Retirees and pre-retirees focused on preserving and transferring wealth.
Young Family Estate Plan
Couples and individuals with children who need guardianship,
asset protection, and financial continuity in place.
Blended Family Estate Plan
Couples with children from previous relationships who need a clear,
fair plan that protects everyone involved.
Business Owner Estate Plan
Entrepreneurs who need their personal and business interests
coordinated into one structured plan.
Young Adult Estate Plan
Adults 18+ who need financial and medical powers of attorney
in place before something happens.
First Responder Estate Plan
Fire, EMS, and Law Enforcement professionals with occupation-specific
planning needs, pensions, and benefits.
Trust Review & Optimization Plan
Anyone with an existing trust who wants to confirm it’s current,
funded, and will actually work.
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Trust Restatement Plan
Individuals and families who created a trust but need a complete refresh to align with current assets, laws, and personal wishes.
The Process That Protects Your Family
The S.T.E.P.™ Signature Trust Process is built around a structured team of specialists — each accountable for a specific phase of your experience.
Step 1
Introduction & Planning
A Certified Estate Planning Advisor introduces you to the process, answers your initial questions, and helps determine your next steps.
Step 2
Discovery & Plan Selection
A Certified Intake Specialist meets with you for a one-hour virtual discovery call to understand your family situation, assets, and goals and confirm which S.T.E.P.™ package is the right fit.
Step 3
Creating Your Trust
A Trust Creation Specialist guides you through a single session where your plan is built, reviewed, and notarized. Your finalized documents are then uploaded to your personal secure vault at Wealth.com.
Step 4
Funding Your Trust
A Trust Funding Specialist ensures your assets (home, accounts, investments) are correctly titled under your trust, and follows up to confirm nothing is missed.
Step 5
ongoing
support
A Client Relationship Specialist oversees your entire file from the first handoff through final funding, serves as your primary point of contact, and schedules your first annual review.
Are You Properly Prepared?
Answer a few quick questions and see whether your current plan protects your family the way you expect.
Check Your Plan