blended family estate plan
Protect Every Member of Your Family, Not Just the Ones Who Share the Same Last Name
When your family includes children from previous relationships, a standard estate plan isn't enough. Yours needs to be built for the life you're actually living.
Don’t Leave Decisions Like This Up for Debate
In a blended family, the question of who gets what — and when — can become a source of confusion or tension if it isn't clearly documented in advance. Good intentions don't hold up in court. A carefully structured plan does.
Both your spouse and your children from a previous relationship are protected, with no one overlooked or left out.
Your assets are distributed according to your actual intentions, not default state rules that weren't written with your family in mind.
Spousal protection provisions ensure your partner is cared for, while children's distribution provisions ensure your children receive what you intended for them.
Your accounts, property, and assets are titled and aligned with your trust so your wishes are carried out exactly as written.
Turn a Complex Family Structure Into a Clear, Legally Binding Plan
Through the S.T.E.P.™ process, your trust is carefully structured to reflect the real relationships, responsibilities, and intentions that make your family unique.
This plan is perfect for those:
Married or partnered with children from a previous relationship
Wanting to protect both their spouse and their children from prior relationships
Wanting to prevent confusion or conflict over inheritance
Wanting clear documentation of who receives specific assets, and when
Wanting to ensure a surviving spouse is financially supported without unintentionally disinheriting their children
Wanting a plan that reflects the intentions of both partners, not just one
Complete protection for your legacy and your loved ones for $3,649 USD.
What a Properly Structured
Blended Family Plan Makes Possible
Both families are protected
Your plan clearly documents what goes to your spouse and what goes to your children, ensuring neither is left uncertain, overlooked, or in conflict with the other after you're gone.
Your spouse is
financially supported
Spousal protection provisions ensure your partner can continue managing finances, accessing accounts, and maintaining their quality of life, without disrupting what you've set aside for your children.
Your children's
inheritance is secured
Children's distribution provisions ensure that the assets you intend for your children from a previous relationship reach them, structured on your terms, not left to chance or a court's interpretation.
Conflict is addressed before it starts
The most common source of blended family conflict after a death is ambiguity. A clearly structured plan removes that ambiguity before it ever has the chance to become a dispute.
Your intentions
are legally binding
Verbal agreements and informal understandings don't hold up in probate. Your plan ensures that what you intend is what actually happens — documented, notarized, and legally enforceable.
Your estate stays
organized and accessible
Your accounts, property, and legal documents are structured together within one plan. When the time comes, your family knows what exists, where it is, and how it is managed.
Where a Clear Plan Finally Comes Together
Through the S.T.E.P.™ Signature Trust Process, your assets, intentions, and family priorities
are structured into a completed trust designed to work when it matters most.
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.
What’s Included
Every Blended Family Estate Plan is delivered through the S.T.E.P.™ Signature Trust™ Process and includes the following:
Planning & Creation
Advisor-led Discovery Meeting to review your goals, family structure, and assets
Advisor-led Trust Creation Meeting
Your Core Documents
State-specific Individual or Joint Revocable Living Trust
Pour-Over Will
Durable Power of Attorney (financial & legal)
Advance Healthcare Directive
HIPAA Authorization
Certificate of Trust
Tangible Personal Property General Assignment
Spousal Protection Provisions
Children's Distribution Provisions
Asset & Funding Coordination
Schedule of Property
Creation of Homestead Exemption Form
List of Beneficiaries
Advisor-led Trust Funding Guidance
Emergency Access Contacts
Execution & Ongoing Support
Remote Online Notarization & Witnesses
Advisor-led Family Meeting
Digital copy of your completed trust uploaded to your secure online vault
S.T.E.P. Client For Life Program
One session. Two hours. $3,649. Your legacy, protected and properly transferred.
Get StartedReady to Put a Plan in Place
That Reflects Your Entire Family?
Fill out the form below to get started.
