reviews

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.

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.

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.

My existing trust had been generated by a large attorney firm. The S.T.E.P. process uncovered several undesirable entries, previously unknown to me. Once restated, Mr. Sanchez patiently, articulately, and comprehensively reviewed, line-by-line, the restated trust with me. Just as important, I am receiving detailed guidance on correctly retitling every asset held in the trust. Unlike the trust generated from the attorney firm, I have complete confidence that the S.T.E.P. restated trust, and updated asset titling, achieves my intentions.

Whenever we had questions they were there to answer them. His assistant made a special trip to our home to help us through the process one afternoon. I would recommend using Specialized Trusts & Estate Plans to everyone who needs a Trust and a Estate Plan.

We had an existing Living Trust, that after review was found to be lacking key issues. Jon prepared a Restatement to our Joint Revocable Trust. We highly recommend Specialized Trusts & Estate Plans, LLC

However, I have worked with Jon and his team on my financial matters for many years. When it came time for a review of my previous trust, I turned to a valued resource. The process was professional, easy to understand and efficient. The restatement of my trust was completed quickly and to my complete satisfaction. I highly recommend Jon and all at Specialized Trusts & Estate Plans

Jon was available to answer all of our questions and guide us every step of the way. He and his team are professional and knowledgeable, and they genuinely care about the needs of our family. We are so grateful to them for helping us establish our family’s trust. It is a relief to have this done and to know that our wishes will be carried out.

Jon and Bret were amazing. They took the time to truly explain everything. They had to do it more than once and they never got frustrated. You can tell they just want what’s right for the customer. Truly a great experience making hard decisions.

It was pleasure working with Jon and his team in setting up our trust. Jon explains everything in easy to understand terms when we had questions. Jon is easy to reach and returns calls quickly. The whole process was done quickly and efficiently. I highly recommend Specialized Trust & Estate Plans. LLC.

Such a sigh of relief getting our family trust and wills done. Jon's expertise and knowledge made this a very easy process for my wife and I. From the very first meeting with John and Amber they made us feel like family and took the time to walk us through each step of the process and we were able to do this all from the comfort of our home. Thank you so much for helping us get this done. Definitely a well earned 5 stars here.