Trust Restatement Plan
Keep Your Family Protected Without Starting From Scratch
An outdated trust may not protect your family the way you think it will.
Create clarity, maintain control, and ensure your legacy is carried out
exactly as intended.
Bring Every Part of Your Trust Back Into Alignment
Financial situations evolve and life circumstances change. A full trust restatement allows you to modernize your plan by incorporating updated provisions, current asset structures, and the essential documents needed for a complete and effective estate plan.
Your trust is fully restated with updated provisions and legal language that reflects who you are and what you own today.
Every core document moves forward together, including your will, powers of attorney, healthcare directive, and certificate of trust, all updated in one session.
Your beneficiary designations are reviewed and confirmed so your assets reach the right people.
Your home, accounts, and investments are properly titled under the restated trust so it can actually do what it was written to do.
Turn an Outdated Trust Into a Plan That’s Works for Today
Through the S.T.E.P.™ process, your existing trust is fully restated, properly funded, and built to reflect current assets, laws, and personal wishes.
This plan is best for those:
Who have an existing trust but haven't reviewed it in years
Who have moved to a new state since their plan was written
Who have gone through major life changes — marriage, divorce, a new child, or significant asset purchases
Who want every document restated and aligned under one updated plan
Complete protection updated for your legacy and your loved ones for $3,649 USD.
What a Properly Restated Trust Makes Possible
Your trust was written for a version of your life that may no longer exist. Here's what having it restated actually does.
Your plan reflects your life as it actually is
A restatement rebuilds your trust from the inside — updated provisions, current legal language, and an asset structure that matches what you own and who you want to protect today.
Every document moves forward together
Your will, powers of attorney, healthcare directive, and certificate of trust are all restated in one session. Nothing is left behind or out of alignment.
Your income gap has a plan behind it
If your home, accounts, or investments have changed since creating your previous trust, they may be exposed. Your restatement includes funding guidance and deed transfer support to close that gap.
Your beneficiary designations are current
An outdated designation can send assets to the wrong person entirely. We confirm your beneficiaries are accurate, current, and aligned with your wishes.
Your plan holds up where you live now
Trust laws vary by state. If you've moved since your original plan was written, your documents may not meet your current state's requirements. Your restatement will ensure it does.
Your family knows what’s in place and what to do
Your restated trust and updated documents are organized, securely stored in your digital vault, and accessible to the right people the moment they need them.
Your Plan, Fully Built and Put in Place
The Trust Restatement Plan is delivered through the S.T.E.P.™ Signature Trust Process. This structured, specialist-led system
takes your current plan and turns it into a completed, notarized restatement that incorporates updated provisions, current asset
structures, and the essential documents needed for a complete and effective estate plan.
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 Trust Restatement Estate Plan is delivered through the S.T.E.P.™ Signature Trust™ Process and includes the following:
Planning & Creation
Advisor-led Trust Restatement Meeting
Your Core Documents
Restated State-specific Individual or Joint Revocable Living Trust
Restated Pour-Over Will
Restated Durable Power of Attorney (financial & legal)
Restated Advance Healthcare Directive
HIPAA Authorization
Restated Certificate of Trust
Restated Tangible Personal Property General Assignment
Asset & Funding Coordination
Restated Schedule of Property
Creation of Homestead Exemption Form (if needed)
Online Deed Transfer (County Recorder fees separate, if needed)
List of Beneficiaries
Advisor-led Trust Funding Guidance
Updated Emergency Access Contacts
Execution & Ongoing Support
Remote Online Notarization & Witnesses
Advisor-led Family Meeting (optional)
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 trust, rebuilt to align with your finances, your family, and your life as it is today.
Get StartedEnsure Your Legacy is Carried
Out Exactly as You Want
Getting started is simple. Fill out the form below and a Certified Estate Planning Advisor
will review your information and reach out to schedule your first call.
