Terms & Conditions

Effective Date: March 30, 2026
Company: Specialized Trusts & Estate Plans (S.T.E.P.™)

1. Acceptance of Terms

By accessing or using this website, you agree to comply with and be bound by these Terms & Conditions. If you do not agree, please do not use this site.

2. Services Provided

S.T.E.P.™ provides estate planning education, document preparation assistance, and coordination services for revocable living trusts and related estate planning documents.

Important:
S.T.E.P.™ is not a law firm and does not provide legal advice. Any legal guidance should be obtained from a licensed attorney.

3. No Attorney-Client Relationship

Use of this website or services does not create an attorney-client relationship between you and S.T.E.P.™ or any affiliated professional.

4. Eligibility

You must be at least 18 years old to use this website or purchase services.

5. Payment Terms

All fees must be paid in full prior to the Trust Creation Meeting

Fees are non-refundable once services have begun

Additional fees may apply for:

County recording

Notary services

Witness fees

Deed transfers

6. Service Scope

S.T.E.P.™ services may include:

Revocable Living Trust preparation

Pour-over will

Powers of attorney

Healthcare directives

Trust funding guidance

Family meetings

S.T.E.P.™ does not guarantee legal outcomes or asset protection results.

7. Client Responsibilities

You agree to:

Provide accurate and complete information

Participate in scheduled meetings

Complete trust funding steps as instructed

Failure to fund your trust may result in reduced effectiveness of your estate plan.

8. Intellectual Property

All website content, materials, branding, and processes are the property of S.T.E.P.™ and may not be copied, reproduced, or distributed without written permission.

9. Limitation of Liability

To the fullest extent permitted by law, S.T.E.P.™ shall not be liable for any indirect, incidental, or consequential damages arising from your use of this website or services.

10. Third-Party Services

S.T.E.P.™ may utilize third-party providers (e.g., notaries, document platforms, deed recording services). We are not responsible for their actions or delays. We do not share or sell SMS opt-in information or phone numbers for the purpose of SMS.

11. SMS Terms of Service

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Specialized Trusts & Estate Plans, LLC. This includes SMS messages for appointment reminders and account notifications. Messaging frequency may vary. Message and data rates may apply. You can opt out any time by texting STOP. For assistance, text HELP or visit our website at specializedtrusts.com. Visit https://www.specializedtrusts.com/privacy-policy for privacy policy and https://www.specializedtrusts.com/terms-conditions for Terms of Service. SMS consent is not shared with third parties or affiliates.

12. Modifications

S.T.E.P.™ reserves the right to update these Terms at any time. Continued use of the site constitutes acceptance of any changes.

13. Governing Law

These Terms are governed by the laws of the State of Nevada.

14. Contact Information

S.T.E.P.™
Nevada, USA
info@specializedtrusts.com
775-260-3875