Protecting your FAMILY.

Securing THEIR future.

We help individuals and families build lasting wealth through personalized strategies, transparent advice, and a commitment to your long-term success.

★ ★ ★ ★ ★

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.

★ ★ ★ ★ ★

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

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.

Natalie S.

The 4 Major Estate Planning Problems

Most families understand the importance of estate planning, yet many never complete the process or update their plans over time. Traditional estate planning can feel complicated, slow, expensive, and difficult to navigate, which causes families to delay important decisions. S.T.E.P.™ was created to simplify estate planning and help families build plans that are certified advisor guided, clear, coordinated and easy to maintain.

1

OUTDATED ESTATE PLANS

Many trusts and wills are written once and never reviewed again, even after life changing events.

2 LACK OF FUNDING

A trust only works if assets are properly transferred (funding) into the trust. If not, they are subject to probate.

3 FAMILY CONFUSION

Without clear communications, loved ones often struggle to understand responsibilities and financial decisions.

4 NO ONGOING GUIDIANCE

Most estate plans are created once and then forgotten, leaving families without support when life changes occur.

Why Estate Planning Matters

A properly structured trust allows your assets to pass to your family smoothly, privately, and according to your wishes. Instead of leaving important decisions to the courts, your trust provides clear instructions for how your assets should be managed and distributed. This structure helps reduce confusion, avoid unnecessary delays, and ensure your loved ones are protected when they need it most.

Estate planning isn't just for the ultra-wealthy...it's for anyone who wants to ensure their wealth, property, and wishes are handled properly.

Create a state specific, Revocable Trust(Single or Joint), Pour-Over Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive and Guardianship Nominations in less than an hour.
Easily update your plan as life changes, ensuring it always reflects your wishes.
Share securely with your family.

Creating an estate plan is about more than just knowing what will happen with your assets.

Minimize taxes associated with your estate.
Provide a backup decision-maker in case you become incapacitated.
Define who you want your beneficiaries to be.
Define family members you don't want to be beneficiaries.
Have a plan for what happens to any pets you have.
Save your family from infighting after you're gone.
Protect your beneficiaries, especially your children.
Give you peace of mind knowing that plans are in place for any scenario where you're unable to make decisions.

Whether you're newly married, starting a family or nearing retirement, it's likely something that's on your mind. But even if you're early on in your career and haven't hit any of these milestones yet, creating an estate plan is vital.

A Smarter Way To Plan Your Future

Through our partnership with Wealth.com, we provide our clients with a secure, Advisor led, AI-powered estate planning platform that makes it easier and faster than ever to create a legally valid estate plan-without the traditional high costs or hassle.

1. Create a state specific, Revocable Trust(Single or Joint), Pour-Over Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive and Guardianship Nominations in less than an hour.

2. Easily update your plan as life changes, ensuring it always reflects your wishes.

3. Share securely with your family.

Every family's situation is different. S.T.E.P.™ offers several estate planning packages designed to meet the needs of individuals, couples, and families with more complex situations. The best plan depends upon your stage of life, your profession, your assets, family structure and long term goals. Your Advisor will help make the best choice for you and your family.

FAQ's

frequently asked questions

Explore our faqs or reach out to understand how our financial guidance works.

What is a revocable trust?

A Revocable Trust is a legal structure that allows your assets to be managed and distributed according to your wishes while helping your family avoid probate and unnecessary delays. It provides clarity and control over how your estate is handled.

Do I really need a trust?

Many families benefit from having a trust because it helps ensure assets are distributed smoothly and privately. It can also provide guidance to your loved ones and help avoid the court process know as probate.

How long does the S.T.E.P.™ process take?

Most families can complete the S.T.E.P. process in a very short period of time through a series of online, Advisor guided meetings. The exact timeline depends on your personal situation and how quickly documents and information are provided. Generally, the trust creation and notarization meeting take less than 2 hours, from the comfort of your home.

What does it mean to "fund" a trust?

Funding a trust means transferring assets such as real estate, bank accounts, or investment accounts into the name of the trust so that it functions as intended. S.T.E.P. guides families through this process.

What happens after my trust is created?

After your trust is completed, S.T.E.P. helps ensure assets are coordinated properly and provides a family meeting so everyone understand the plan. As life changes, your estate plan can evolve as well.

How do I get started?

The first step is to schedule a consultation with one of our Certified Estate Planning Advisors. From here, he/she will review your goals, family situation and current assets. From their, we guide you through the S.T.E.P. process.