Our process
Protect Your Family and Your Legacy
The S.T.E.P.™ Signature Trust Process brings together a team of
specialists who guide you from your first conversation through estate
plan creation, funding, and ongoing support.
Protect the wealth you spent a lifetime building.
Protect your family and ensure your children are cared for.
Ensure someone can step in if an emergency happens.
Protect your family if the unexpected happens on the job.
Make sure your existing trust actually works.
The S.T.E.P. Signature Trust Process
Five clear steps that guide you from your first conversation through estate plan creation, funding, and long-term
support to ensure your estate plan works exactly as intended.
Step 1
Introduction & Planning
Your first conversation is with a Certified Estate Planning Advisor.
They introduce you to the estate planning process, answer your initial questions, and help determine the right path forward for your family.
Step 2
Discovery & Plan Selection
Next, you meet with a Certified Intake Specialist (CIS) for a one-hour virtual discovery call.
During this meeting, they learn about your family situation, assets, and planning needs and help determine which S.T.E.P.™ package fits your circumstances, review pricing, and set you up as an active client.
Step 3
Creating Your Trust
Your trust is created during a guided session with a Trust Creation Specialist (TCS).
They prepare your trust using the S.T.E.P.™ system, walk through each document with you, and coordinate remote notarization. Once complete, your finalized estate plan is uploaded to your personal digital vault at Wealth.com.
If you would like, your Certified Estate Planning Consultant can also host a complimentary family meeting to explain the plan to your loved ones.
Step 4
Funding Your Trust
Your trust only works if your assets are properly transferred into it.
A Trust Funding Specialist (TFS) ensures your home, bank accounts, investment accounts, and other assets are correctly titled under your trust.
They follow up until the funding process is complete so nothing is missed.
Step 5
Maintaining Your Estate Plan
Throughout the process, a Client Relationship Specialist (CRS) oversees your file and ensures every step meets the S.T.E.P.™ standard. They serve as your primary point of contact if questions arise.
Once your plan is complete and funded, they schedule your first annual review and help manage your relationship with S.T.E.P.™ going forward.
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.
Estate Plans That Fit Your Life
Specialized estate plans designed around different life stages, professions, and asset structures.
Retirement Estate Plan
Protect the wealth you spent a lifetime building
Designed for retirees and pre-retirees who want to ensure their assets transfer exactly where they intend.
This package helps you avoid probate, align beneficiary designations, and structure how assets are distributed to your loved ones.
It is built to preserve your legacy, reduce administrative burden on your surviving spouse, and eliminate uncertainty around wealth transfer.
Young Family Estate Plan
Protect your family and ensure your children are cared for
Designed for individuals and couples in their asset-building years, this package ensures your spouse or loved ones can continue managing finances and paying bills if something happens to you.
It establishes guardianship for children, structures inheritance terms, and ensures accounts are properly aligned with your trust so your wishes are carried out.
Blended Family Estate Plan
Create clarity and fairness when multiple families are involved
Designed for couples with children from previous relationships, this package ensures both your spouse and your children from prior relationships are protected, with no one left out or overlooked.
It structures spousal protection provisions and children's distribution terms to reflect the intentions of both partners, so your plan is fair, clear, and legally binding.
Business Owner Estate Plan
Protect both your family and the business you worked hard to build
Designed for business owners whose company represents a significant portion of their personal wealth, this package brings personal and business planning together into one coordinated strategy.
It incorporates business interest coordination and succession planning considerations directly into your estate plan, ensuring your company and your family are aligned under a single, clearly defined structure.
Young Adult Estate Plan
Ensure someone can step in if an emergency happens
Designed for adults 18 and older without complex assets, this package establishes financial and medical powers of attorney.
It ensures a trusted person can access information, manage accounts, and make important decisions if you become incapacitated.
First Responder Estate Plan
Protect your family if the unexpected happens on the job
Designed specifically for Fire, EMS, and Law Enforcement professionals, this package addresses occupation-specific risks such as line-of-duty injury or death.
It structures income continuity, protects disability benefits and pensions, and ensures your surviving family members have financial stability.
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Trust Review & Optimization Plan
Make sure your existing trust actually works
Already have a trust in place? This structured review examines funding, account titling, beneficiary designations, and distribution terms to confirm whether your plan will function properly.
You’ll leave with a clear understanding of whether your plan is solid, needs updates, or requires a full restatement.
Trust Restatement Plan
Align your existing trust with the life you're living today.
Designed for individuals and families whose trust needs to be rebuilt around updated assets, laws, locations, and personal wishes.
Let’s Get Started
Share a few details so our team can connect you with the right specialist and guide you through the next steps.
