For decades, the estate planning industry perfected the paperwork and left the hardest part to you
So we created the first process that creates, notarizes, funds, and verifies your trust in one 2-hour session.
This simple estate planning process finally closes the execution gap that’s left most plans useless. The gap that tradition estate planners know exists, but leave you to deal with
My team and I at Specialized Trusts & Estate Planning set out to make estate planning accessible, affordable, and for the first time, actually finished.
We believed that in a single 2-hour session, for about half the cost an attorney would charge, you should be able to get an estate plan that's completed, notarized, funded, and verified.
Without the weeks of back-and-forth, or the stack of paperwork that attorney-led and DIY platforms leave on your shoulders.
Our team is finally ready to share this redefined process with you.But first, let me tell you how I came to learn about this structural gap.
A gap that’s been burning families for the last several decades.
I've lost count of the amount of times I've seen this story play out. And unfortunately I've lived through it myself
A couple sits down and gets their estate plan. They walk away with a nice thick binder, and with it, that wave of relief knowing it's handled.
The binder goes into a drawer. Out of sight, out of mind, hopefully not thought about again for a long, long time.
But then tragedy happens. Adn the time comes to grand the binder.
And instead of a smooth, settled process their attorney promised them.
All they inherited was a court date. Why?
Because the trust sitting in that drawer was signed, sealed, professionally prepared but never actually funded.
And a trust that was never funded controls nothing, that's the step DIY platforms and attorney-drafted trusts both leave on you.
It's the same step that cost my own family everything. So I built what I wish I'd had the day my father passed....
Hi, I'm Jon Sanchez, Founder of Specialized Trusts & Estate Planning
For 36 years, I've advised families on their wealth. More than $380 million of it.
You may have seen me on NBC, CNN Money, or Fotune. But all that experience still didn't prepare me for one of the worst days of my life. Standing next to my father's bed in the ICU, holding a USB drive he'd just pressed into my hand.
"Jon," he said, "Make sure my trust is in order."
I opened the drive. And on the surface, everything looked right. Drafted, structured, professionally prepared, Should be straight forward from here, right? I was wrong.
His trust had never been funded.
I called his attorney. Her answer was simple, she'd told him to fund it himself. If he hadn't, that was on him.
*click* she hangs up.
So because of one missed step, the trust controlled nothing. Everything my father built. Everything he was proud to pass down to the people he loved none of it went where he intended.
And here's what haunted me:
In 36 years, I'd watched this happen to family after family.
Not because their plan was wrong. Because the last step was never finished. So I built the thing I wish my family had.
Jon G. Sanchez
Founder, Specialized Trusts & Estate Planning
36 years
advising families
$380M+
in assets
As seen on NBC, CNN Money & Fortune
The S.T.E.P.™ Signature Trust Process
Here are the steps you’ll go through once you’re ready to start the process
First, we build your plan
Step 1
Discovery & Plan Selection
A Certified Estate Planning Advisor introduces you to the S.T.E.P.™ process, answers your initial questions, and helps determine the right path forward for your family.
Step 1
Create & Notarize
In 2-hour guided session, your full plan is built, reviewed with you in plain language, and notarized right from home. Then stored in your secure vault.
This is where most estate plans stop. Ours is just getting started
Then — Trust & Verify™ (the step everyone else skips)
Step 3
Fund Your Trust
A drafted trust controls nothing until your assets are actually inside it. We help you and retitle every one — home, bank, brokerage, business — and follow up until it's done.
Step 4
Verify & Stay
Your Client Relationship Specialist audits the complete file to confirm every step was finished correctly. After that, they're available for annual reviews, or just to call and check in.
This is where most estate plans stop. Ours is just getting started
At roughly half the cost of a traditional estate planning attorney. Plus your advisor remains available after the plan is done.
Here's what real families had to say after finally getting the relief they'd been putting off for years.
Estate planning review of S.T.E.P. My experience with Specialized Trusts and Estate Plans (S.T.E.P.)
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 Trusts & 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.
From zero to notarized in 2 hours. You get a complete, verified estate plan, created with you from the comfort of your living room
Planning & Creation
Your full plan, built, reviewed, and notarized in one guided sitting from home.No homework or weeks of waiting.
Your Core Documents
Trust, will, powers of attorney, and healthcare directives, all done right and explained in plain language
Asset & Funding Coordination
We fund and retitle everything into your trust, so it controls what you own instead of just describing it.
Execution & Ongoing Support
We confirm it's all finished, then stay on for annual reviews and someone you can call whenever you need them.
A traditional attorney charges $3,000–$5,000+ for the documents alone.And then you’re left to handle the rest.
How does this compare to the other options you have?
Traditional
Attorney
Attorney
DIY
Platforms
Platforms
Time to done
One ~2-hour
session
session
3–5 weeks,
multiple visits
multiple visits
Hours — but only
if you finish it
if you finish it
Cost
~$3,649 flat,
shown upfront
shown upfront
$3,000–
$5,000+
$5,000+
$200–$600
Documents drafted
Assets actually
funded into the trust
funded into the trust
We guide you
Left to you
Left to you
Completion verified
A real person
guiding you
guiding you
Specialist team
The attorney
You’re on your own
There when
life changes
life changes
Annual reviews,
a person to call
a person to call
Gone after the
invoice clears
invoice clears
Plain-language
explanation
explanation
Waterfall +
summary
summary
Complicated
legal speak
legal speak
Rather talk through it first? No problem, we’re ready to answer any and all questions
Book a free discovery call. No cost, no obligation,
and no pressure to sign anything.
Frequently Asked Questions
Q: "We already have a will or trust. Do we really need to do this again?"
Not necessarily, and we'll tell you honestly. If your plan is solid, you don't need to redo it.
But if it was written years ago, in another state, or never fully funded, it may not protect your family the way you think. That's exactly what a Trust Review is for: we find out where things actually stand before you spend a dollar redoing anything.
Q: "Can this really be done over a computer? I'm not great with technology."
A real specialist guides you through every step on the call. And in states that require it, the notary comes to your home in person. The technology runs in the background; a person walks you through the front.
Q: "Is a trust set up this way actually legally binding?"
Yes. You receive complete, state-specific, legally binding documents, notarized the same day. The same legal outcome an attorney delivers.
We use modern tools to build them efficiently, but an experienced specialist leads every session. And if your situation turns out to need a lawyer, we bring one in.
Q: "What if my situation is more complicated than most?"
Most families' plans are more straightforward than they expect. But if real legal complexity comes up, we coordinate with a nationwide network of attorneys and bring the right expertise in. You'll never be turned away or left to figure it out alone.
Q: "What does the price include, are there extra fees later?"
The price you see is the price. Your full plan, the guided session, notarization, funding, verification, and your first year of support are all included with no hidden costs, no surprise invoices, no upsell.
If anything ever falls outside your plan, you'll know before you spend a thing.
