about us
Protecting YOUR Family.
Securing THEIR Future.™
Estate planning without barriers. Protection without delay.
Cost and time should never be the reason your family goes unprotected.
Don’t leave execution to chance.
A Better Way to Protect What Matters Most
Estate planning doesn't have to be expensive, overwhelming, or drawn out over months. S.T.E.P.™ was designed to guide families through a clear process that gets your plan completed, executed, and funded.
The Story Behind S.T.E.P.™
The Moment That Changed Everything
When his father Samuel passed away, Jon discovered his Dad's trust had never been funded.
It was professionally drafted and properly structured, but the assets were never transferred into it. The attorney's response was simple: that part was the client's responsibility.
Because the trust held no assets, it controlled nothing. Samuel's estate passed outside the structure he believed was protecting his family.
A Pattern Jon
Had Seen Before
It wasn't an isolated incident.
Over 35 years as a financial advisor, Jon had watched the same failure repeat itself. Trusts drafted but never implemented. Widows without clarity on account titling. Assets lost to probate over outdated beneficiary designations. Wealth distributed in ways that had nothing to do with the original intent.
The problem was never the documents. It was the process.
A Gap in How Estate
Planning Gets Done
Traditional estate planning puts the burden of completion on the client.
Sign here, fund it yourself, call us if you have questions. The most important
part — actually making the plan work — was consistently left unfinished.
Why S.T.E.P.™ Exists
S.T.E.P.™ was built to close that gap. Every estate plan is created, notarized, and reviewed in a single guided session. Asset alignment is confirmed. Funding is followed up on until it's done.
Samuel's trust looked complete. It wasn't.
S.T.E.P.™ exists so that never happens to your family.
A Plan for Every Stage of Life
Retirement Estate Plan
Retirees and pre-retirees focused on preserving and transferring wealth.
Young Family Estate Plan
Individuals and couples with children in their asset-building years.
Blended Family Estate Plan
Couples with children from previous relationships who want a plan that clearly protects all sides of the family.
Business Owner Estate Plan
Business owners who need personal and business interests coordinated into one plan.
Young Adult Estate Plan
Adults 18+ who need financial and medical powers of attorney in place
First Responder Estate Plan
Fire, EMS, and Law Enforcement professionals with occupation-specific planning needs
Trust Review & Optimization Plan
Anyone with an existing trust who wants to confirm it’s funded, current, and will actually work
Trust Restatement Plan
Individuals and families with an existing trust that needs to be rebuilt to match changes to financial situations and life circumstances.
Client Reviews
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.
What Guides Our Work
When life calls, we answer — a death, a disability, a crisis. We're the ones who pick up the phone and guide your family through the next steps. Every principle behind our process exists because we've seen what happens when estate planning is left unfinished.
Survivor-Focused Planning
Everything we do is about protecting the people you love. We design every estate plan with their surviving spouse, children, and beneficiaries in mind, ensuring access, support, and financial continuity when they need it most.
Specialized for
Your Stage of Life
We build every plan around the client’s actual stage of life, profession, asset structure, and family dynamics. There is no one-size-fits-all estate plan here. There is only what fits your life.
Complete Follow-Through
We make sure your estate plan is funded, notarized, and verified, so that your assets are titled correctly, and your family or loved ones never have to face the consequences of unfinished estate planning.
Accessible to All
We have built a streamlined, advisor-guided process that can be completed in a single session, from the comfort of your own home, at roughly half the cost of a traditional attorney. This makes protection attainable for everyday families.
Human-Led, Technology-Powered
We use state-of-the-art tools and technology to drive the efficiency of our process, while your session is guided by an experienced human who understands your specific situation, needs, and goals.
Trust & Verify™
We hold every completed plan to our Trust & Verify™ standard. This ensures accounts are titled correctly, assets are aligned with the estate plan, beneficiary designations are confirmed, and funding is verified within five days of the session.
Team-Based
Estate Planning
Each stage of the S.T.E.P.™ process is handled by a specialist trained for that phase, ensuring your plan is built, executed,and funded correctly.
Certified Estate Planning Advisor
Your first point of contact. Introduces you to S.T.E.P.™, answers your initial questions,
and determines the right path forward.
Certified Intake Specialist
Conducts your discovery call, reviews your situation in depth, and confirms which package fits your needs.
Trust Creation Specialist
Builds and notarizes your plan in a single guided session, walking through every document with you in plain language.
Trust Funding Specialist
Ensures every account, property, and asset is properly titled under your trust, and follows up until funding is confirmed complete.
Client Relationship Specialist
Oversees your entire file from first handoff to final funding. Serves as your ongoing point of contact and schedules your annual review.
The People Behind S.T.E.P.™
Behind every plan is a team of professionals that help families turn something they know they should do someday into something that is actually done.
Protecting Your Legacy Starts With One Conversation
Our team will guide you through the first step, answer your questions,
and help determine the right estate planning path for your family.
