Specialized Trusts & Estate Plans, LLC

Estate Planning - Specialized for Your Life Stage, Family, and Profession

The S.T.E.P. Plan

Transformational Estate Planning

The S.T.E.P. ™ plan can help you move from the anxiety of not having a plan to peace of mind knowing you have one in place . Here's the difference

If you don't have a S.T.E.P. ™ Plan

Many of your assets will have to go through probate court before your family has access to them
The courts will decide who will take care of your children if anything happens to you.
No one will be able to assist you with your healthcare and financial decisions if you become incapacitated.

If you do have a S.T.E.P.™ Plan

All your assets and instructions for sharing your wealth are legally bound in a will and a revocable trust.
Your will clearly identifies the potential guardians for you children so they are never alone.
Resources that you trust will be ready to help you if you become incapacitated.

S.T.E.P. FAQs

Frequently Asked S.T.E.P. Estate Planning Questions

What's the Difference between a Will and a Trust

A will and a revocable trust both direct how your assets are distributed after death, but they work differently. A will goes through probate and is required to name guardians for minor children, while a revocable trust can manage and transfer assets without court involvement, saving time, costs, and preserving privacy.

How are S.T.E.P. Signature Trusts different?

We create specialized trust packages tailored to each client's stage of life, profession, and family structure. Each plan is completed in a single guided session, in as few as two hours from the comfort of their home.

How will a S.T.E.P. Signature Trust help my family?

Once you complete your S.T.E.P. estate plan, you will experience the satisfaction of knowing YOUR family is protected and THEIR future is secure.

How do I get started?

It is easy! Select your advisor below by clicking the Schedule Meeting button and the advisor will respond back with an invitation to your plan creation meeting, a brief intake form to complete, and a request for payment. The magic will take place in a meeting where the advisor will guide you through the planning process, review a summary version of your plan, and notarize your plan. The entire process usually takes less than two hours, and the outcome is a hard-copy and digital version of your executed plan.

Getting Started

Start Your Plan!

You're on your way to peace of mind knowing that your estate plan is going to be in your hands soon. Please follow the instructions below to get started.

Explore the Learning Center to learn more about estate planning (optional)
Find the Advisor you want to work with below and click on the Schedule Meeting button to request a Trust Creation Meeting.
You will receive an invitation to schedule the Trust Creation Meeting when it is convenient for you in addition to a S.T.E.P Intake Form, and an invoice for your fee.
After your Trust Creation Meeting, you will have a finished notarized plan and your family's protection in place.