Why STEP
Get A Custom Notarized Plan Before You Log Off
Work with a team that helps you structure, create, notarize, and finalize your estate plan — all in one streamlined process.
Decades of Experience Protecting Families
Real experience guiding families through one of the most important decisions they’ll make.
35+ years in business, with
over $380M in assets managed
Dedicated specialists through trust creation, notarization, funding, and management
Thousands of clients
guided through estate planning
Protect Your Family. Secure Their Future.
Most clients complete their estate plan in a single guided meeting.
Your entire process can be completed remotely through a secure online meeting.
Your information is reviewed ahead of time so every specialist involved understands your situation.
S.T.E.P. packages are typically priced around half the cost of traditional estate planning attorneys.
The Plan You Keep Putting Off
Is the One Your Family Will Need Most
A well-structured estate plan ensures your wishes are clear, your family is protected, and your assets transfer the way you intend.
Done in One Session
The entire process (from intake review, trust creation, document review, to notarization) is completed in a single guided virtual session.
No second appointments. No waiting weeks for a document to be ready.
From Your Living Room
Everything happens virtually, from the comfort of your home. No driving to an office. No sitting across a desk from a stranger.
Just a structured, advisor-led session built around your schedule.
A Dedicated Team of Specialists
Every phase of your S.T.E.P.™ experience is led by a specialist trained specifically for that role.
You get a full team, each accountable for a defined step of your protection.
Built for Your Specific Situation
S.T.E.P.™ offers eight distinct packages, each designed around a specific life stage or profession.
The questions we ask, the provisions we build, and the protections we put in place are tailored to your unique situation, not a one-size-fits-all template.
Notarized Before
You Log Off
We offer our own in-house Notary who is also a licensed Remote Online Notary directly into the session.
In most states, your trust is notarized virtually, from your own home. In states that require a physical signature, we send one to you.
Half the Cost of a Traditional Attorney
S.T.E.P.™ packages are priced at roughly half what a traditional estate planning attorney charges.
Giving your family full protection without sacrificing legal validity, personalization, or accountability.
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What Working Together Looks Like
The S.T.E.P.™ Signature Trust Process
Five clear steps. One guided session.
A plan that's completed, executed, and funded.
Step 1
Introduction
& Planning
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
Discovery &
Plan Selection
A Certified Intake Specialist conducts a one-hour virtual discovery call to learn about your family structure, assets, and goals and confirms which S.T.E.P.™ package fits your situation.
Step 3
Creating Your Trust
A Trust Creation Specialist guides you through your plan in a single session, building your trust in real time, reviewing every document with you, and coordinating remote notarization.
Step 4
Funding Your Trust
A Trust Funding Specialist ensures your home, bank accounts, investments, and other assets are properly titled under your trust — and follows up until the funding is confirmed complete.
Step 5
Ongoing Support
A Client Relationship Specialist (CRS) oversees your file from first handoff to final funding, then schedules your annual review and serves as your primary point of contact going forward.
The Protections You Put in Place Reflect the Life You’ve Built
Your estate plan should reflect your life, your family, and the assets you’ve built.
Our packages are designed to make that possible.
Retirement Estate Plan
Protect the wealth you spent a lifetime building.
Designed for retirees and pre-retirees focused on preserving, transferring, and protecting their assets.
Young Family Estate Plan
Protect your family and ensure your children are cared for.
Designed for individuals and couples with children who need guardianship, asset protection, and financial continuity in place.
Blended Family Estate Plan
Create clarity for every person in your family, before it’s needed.
Designed for couples with children from previous relationships who need fair, clearly structured plans for both families.
Business Owner Estate Plan
Protect both your family and the business you built.
Designed for business owners who need their personal and business interests coordinated into a single, structured plan.
Young Adult Estate Plan
Ensure someone can step in if an emergency happens.
Designed for adults 18+ who need financial and medical powers of attorney in place.
First Responder Estate Plan
Protect your family if the unexpected happens on the job.
Designed for Fire, EMS, and Law Enforcement professionals with occupation-specific planning needs, pension, and benefits.
Trust Review & Optimization Plan
Make sure your existing trust actually works.
Designed for anyone with an existing trust who wants to confirm it's funded, current, and will function as intended.
Trust Restatement Plan
Align your existing trust with the life you're living today.
Designed for individuals and families whose trust needs to be rebuilt around updated assets, laws, locations, and personal wishes.
Dedicated Team of Specialists for Each Phase
Throughout your journey, you’ll work with a dedicated team of specialists, each trained for a specific phase of your experience.
Certified Estate Planning Advisor
Your first point of contact; introduces you to S.T.E.P.™
Certified Intake Specialist
Conducts your discovery call and confirms your package.
Trust Creation Specialist (TCS)
Builds and notarizes your plan in a single guided session.
Trust Funding Specialist (TFS)
Ensures your assets are correctly aligned with your trust.
Client Relationship Specialist (CRS)
Oversees your entire file from start to finish; your primary point of contact when questions arise
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.
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.
Are You Properly Prepared?
Answer a few quick questions and see whether your current plan protects your family the way you expect.
