Trust Funding: The Step Most Families Miss
Why do so many trusts still end up in probate?
The answer is usually funding. Funding is the step where you actually move your assets into the trust, and it's the piece families miss more than any other. A trust only controls what's been properly transferred into it. Everything you leave out stays outside its reach, which can mean the exact court process you set up the trust to avoid.
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What Will You Learn
Inside this webinar you'll learn the following:
→ What "funding" a trust actually means, in plain English
→ Which assets belong inside your trust — and which absolutely don't (IRAs, 401(k)s, life insurance)
→ Why beneficiary designations can quietly override your entire plan
→ The real estate & asset protection myth about revocable trusts
→ How to keep your trust funded as life changes — what the speaker calls "living funding"
By the end, you'll know exactly what it takes to fund your trust the right way, so the plan you paid for is the plan your family actually gets.
Client Reviews
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 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.
Restating my existing Revocable Living Trust was a five-star experience.
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.
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
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.
