free live webinars
Free Live Webinars On Estate Planning with Jon Sanchez
Whether you're retired, a first responder, raising a family, or own a business, these educational webinars will help you understand the essential planning strategies needed to protect your loved ones and create an estate plan that works when your family needs it most.
35+ years
of estate planning &
financial advisory experience
$380M+
in assets managed
1000+
of estate planning
consultations completed
Upcoming Webinars
Trust Funding: The Step Most Families Miss
Even the best-written trust can fail if it isn't properly funded. Learn which assets should be transferred into your trust, which should not, and the common funding mistakes that can lead to probate.
The Estate Planning Checkup
Just like your health, your estate plan should be reviewed regularly. Learn how to evaluate your trust, beneficiary designations, powers of attorney, and asset ownership to ensure everything still works together as intended.
What Happens to My Family If Something Happens to Me?
Even with a will or a trust, most families have gaps they never see coming, like these:A little-known rule that lets a single beneficiary form quietly override your entire trust, so if the wrong name is on it, that's where your money goes. (Jon gets into it about 29 minutes in.)How your estate can be 99% in perfect order and one overlooked account still ends up in probate anyway. (The mistake Jon says shocks people every time)Why a hospital can be required to keep your spouse alive against their wishes, unless one specific document is already signed.
Jon Sanchez
STEP Founder, Specialized Trusts & Estate Plans.
Jon has spent 36 years advising families on their wealth, overseeing more than $380 million in client assets.
He built S.T.E.P. after watching his own father's trust, drafted, signed, and notarized, turn out to be worthless because it was never funded.
He now hosts a live estate planning show and runs these webinars to walk families through the same gaps he's spent his career fixing, in clear and simple language.
Here's what real families had to say after finally getting the relief they'd been putting off for years.
Estate planning review of S.T.E.P. My experience with Specialized Trusts and Estate Plans (S.T.E.P.)
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 had an excellent experience with S.T.E.P. (Specialized Trust & Estate Plan)
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.
Frequently Asked Questions
Q: Is this actually free?
Yes, there is no cost to register or attend any session, and no obligation to become a client afterward.
Q: Will I get a recording if I can't make it?
These sessions are built to be live and interactive, so we don't post full replays publicly. If you register but can't attend, you'll still get an invite to the next session on that topic when it comes back around.
Q: Can I register for more than one session?
Yes, register for as many as you want. You will get a separate confirmation and reminder for each one.
Q: Do I need to already have a trust or will to join?
No, sessions are useful whether you are starting from scratch, checking an old plan, or just want to understand your options before deciding anything.
