The S.T.E.P.™ Institution
Welcome to the S.T.E.P. ™ Institution, where estate planning blogs and e-books are free and only a click away!
S.T.E.P.™ Blogs and E-books
7 Signs Your Estate Plan Needs Updating
Estate planning is not a one-and-done task, and gaps can easily appear without you realizing it. ...more
Estate Planning Insights
March 03, 2026•7 min read
8 Ways to Overcome Estate Planning Fears
Facing your estate planning fears might feel challenging, but each step you take is an act of courage and love for your family. ...more
Estate Planning Insights
March 03, 2026•6 min read
5 Family Conversations You Need To Have About Estate Planning
Estate planning isn’t just about paperwork—it’s about communication within your family ...more
Estate Planning Insights
March 03, 2026•3 min read
6 Common Estate Planning Myths
Misconceptions about estate planning abound - learn the truth about six of them. ...more
Estate Planning Insights
March 03, 2026•5 min read
5 Ways Estate Planning Is an Act of Love for Your Family
Learn 5 new ways estate planning is absolutely an act of love for your family. ...more
Estate Planning Insights
March 03, 2026•3 min read
7 Emotional Benefits of Estate Planning
Learn about the 7 positive emotions you will feel when you complete your estate plan. ...more
Estate Planning Insights
February 27, 2026•4 min read
S.T.E.P. E-books
Navigating Estate Planning's Emotional Landscape
Learn in this new e-book how your emotions affect the estate planning process.
Written by Dr. Dennis Sanchez, PsyD, S.T.E.P. ™ Chief Human-AI Officer
The deep personal, psychological, and emotional challenges families face with estate planning
The Four Stages of Estate Planning Adoption and and tips how to move forward at each stage.
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