get your trust reviewed
Your Trust Reviewed in One Session From Your Living Room
We think your trust should be reviewed every year. Life changes.
We analyze yours and tell you what it actually controls today, who manages
your estate when you're gone, who gets what, and where you stand.
Your trust analyzed, explained, and put in writing.
Done in 2 hours from your home
You find out what's
actually in your trust
We check the deed on your house, look at whether your assets are properly titled under the trust, go through your beneficiaries, and talk through your goals and concerns.
A clear answer,
not a maybe
Your plan is solid, it needs targeted updates, or it needs a full restatement. You'll know which one, what it involves, and what it costs.
If it's fine,
we tell you it's fine
We hope we can tell you everything is fine. If there are problems, at least you know now, and not after you're gone when your family needs the plan to work.
If Any of This Has Happened Since You Signed, Get a Review
You Haven't Looked at It Since You Signed It
A trust says exactly what it said the day you signed it. Nothing you've bought, sold, or opened since has been added unless somebody went back and did it on purpose.
You've Wondered If Your Home
and Accounts Are In It
A trust only owns what's put in its name. Someone has to move your house, your accounts, and your investments out of your name and into the trust's name. If nobody did that, the trust owns nothing, and when you die it all goes to court before it reaches your family.
You Moved to a New State
A trust says exactly what it said the day you signed it. Nothing you've bought, sold, or opened since has been added unless somebody went back and did it on purpose.
You've Had a Death, Marriage,
or Divorce in the Family
If the person you put in charge is gone and no backup was named, a judge picks who takes over. If a beneficiary's situation changes, the trust still distributes on the old terms.
We Read Your Trust, Check What's Actually Titled to It, and Tell You Exactly Where You Stand
It's our Trust Review & Optimization Plan.
I built it because of what happened to my own father.
He handed me a USB drive in the ICU and asked me to make sure his trust was in order.
On paper, it looked right:
Drafted
Structured
Professional Prepared
But it was never funded
His attorney had told him to handle that part himself. When I called her about it, that was the end of the conversation.
Everything he was proud to pass down to the people he loved none of it went where he intended.
So that’s when I built the The S.T.E.P.™ Signature Trust Process.
Jon G. Sanchez
Founder, Specialized Trusts & Estate Plans
36 years
advising families
$380M+
in assets
What’s Included
Three written reports and a session with an advisor who walks you through every one of them.
The Analysis
Our AI review technology reads your estate planning documents word by word. Every page, every clause, every name. The kind of thoroughness no human wants to do by hand.
Your Insight Report
An overall review of your existing estate plan. What you have, how it's structured, and how the pieces fit together.
Your Summary Report
States plainly whether everything is fine, or whether there are issues that need attention now. No guesswork, no emotions, just the facts.
Your Estate Report
A multipage document with a graphical overview of your estate plan, plus clear, non-legal summaries of your trust, your will, and your powers of attorney. No more digging through pages trying to work out what your plan actually says.
Your Path Forward
We don't hand you a stack of reports and tell you to read them. A trained, certified estate planning advisor walks you through the analysis and answers whatever you ask.
If there are problems, your advisor recommends a plan of action to fix them. You make the final decision. No pressure, no selling.
One structured review. $1,200. A clear answer on whether your plan will work when you need it
Time to Find Out
If Your Plan Still Works
Don’t leave your family’s protection to assumption.
Fill out the form below to get started.
