estate planning & trust execution
Your trust built, notarized, funded, and verified.
In one 2-hour session from your living room
Most estate plans get drafted but never control a thing, because the assets never make it inside.
We put your home, accounts, and investments inside the trust with you, then make sure it's actually done.
A quick 30-minute conversation to see if we can help. No obligation.
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I used Jon Sanchez S.T.E.P. services to restate my out-of-date trust.
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.
Wes Lucken
I had an excellent experience with S.T.E.P. (Specialized Trusts & Estate Plans).
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.
Get the estate plan you've been putting off
done in one afternoon
A legally binding plan
State-specific documents, prepared and reviewed by an experienced specialist. If it turns out your situation needs an attorney, we bring one in.
Done in one session, not five weeks
No second appointments and no back-and-forth with an office. You start and finish the same day, from home.
Nothing left on your to-do list
We handle the documents, the notary, and getting your accounts moved into the trust. You don't get sent home with homework.
The traditional estate planning process fails
at the same step, and you don't find out
until it's too late to fix
A trust only controls what's actually been put in its name. Your house, your bank accounts, your investments.
If it doesn't get “funded”, the trust owns nothing.
So when you're gone and your family reaches for the plan, none of it happens the way you decided.
Who gets what. How long they wait before they can touch any of it. Whether your spouse can keep paying the bills next month.
A judge decides all of that instead, in probate court, on the court's timeline.
The attorney leaves the funding step to you. So does the DIY site.
And it's the step where most estate plans fail.
We Created the First Process That Creates, Notarizes, Funds, and Verifies Your Trust in One 2-Hour Session
It's called the S.T.E.P.™ Signature Trust Process.
And I built it because what I just described 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
The S.T.E.P.™ Signature Trust Process
Here are the steps you’ll go through once you’re ready to start the process
First, we build your plan
Step 1
Discovery & Plan Selection
A Certified Estate Planning Advisor introduces you to the S.T.E.P.™ process, answers your initial questions, and helps determine the right path forward for your family.
Step 2
Create & Notarize
In one guided session, your full plan is built, reviewed with you in plain language, and notarized right from home. Everything is state-specific and legally binding.
In states that do not allow remote notarization, a notary comes to your house. Then it all goes into your secure vault.
Then — Trust & Verify™ (the step everyone else skips)
Step 3
Fund Your Trust
A drafted trust controls nothing until your assets are actually inside it. We help you and retitle every one — home, bank, brokerage, business — and follow up until it's done.
Step 4
Verify & Stay
Your Client Relationship Specialist audits the complete file to confirm every step was finished correctly. After that, they're available for annual reviews, or just to call and check in.
How does this compare to the other options you have?
Attorney
Platforms
session
multiple visits
if you finish it
shown upfront
$5,000+
funded into the trust
guiding you
life changes
a person to call
invoice clears
explanation
summary
legal speak
It's a free call, and if you don't need us, we'll tell you
36 years in, and I'm just as happy telling you your existing plan is solid as I am building you one you'll never have to wonder about.
