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  • SPECIALIZED TRUST & ESTATE PLANS (S.T.E.P.) INTAKE FORM

  • INSTRUCTIONS

  • Please complete the following steps:

    • Complete the Asset Ownership Worksheet, which was attached to the email you received, and save it somewhere you can easily find it.
    • Complete the Legacy Gameplans Intake Form
    • Go to the File Upload question and upload your completed Asset Ownership Worksheet.
    • Hit the green Submit button.

  • SECTION 1: CLIENT BASICS

  • - -

  • Spouse Information (If Applicable)

  • - -

  • S.T.E.P. INTAKE FORM

  • SECTION 2: FAMILY STRUCTURE

  • S.T.E.P. INTAKE FORM

  • SECTION 3: CURRENT ESTATE PLANNING STATUS

  • Trust Details (complete only if Trust is checked)

  • SECTION 4: ASSET SNAPSHOT (No Dollar Values)

  • S.T.E.P. INTAKE FORM

  • SECTION 5: GOALS & CONCERNS (MOST IMPORTANT)

  • Please complete the S.T.E.P. Asset Ownership Worksheet and upload it below. Then please press the Submit button.

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Trust Packages and Pricing

The goal of all S.T.E.P.™ trusts is to provide accessible, advisor-led estate planning services that are customized for you, affordable, convenient, and backed by a predictable process.

Start My Plan

Retirement Trust Package

Starting at $3.000

Designed for retirees and pre-retirees seeking to protect assets, avoid probate, and simplify wealth transfer. Here's what is included:

  • Revocable living trust

  • Pour-over will

  • Financial power of attorney

  • Medical power of attorney

  • HIPAA authorization

  • Guided session + notarization

Start My Plan

Family & Legacy Trust Package

Starting at $3,000

Designed for all kinds of families who want to protect children, establish guardianship, and control inheritance. Here's what is iincluded:

  • Revocable living trust

  • Pour-over will

  • Financial power of attorney

  • Medical power of attorney

  • HIPAA authorization

  • Guided session + notarization

Start My Plan

The Life Starter Trust Package (18 - 25)

Starting at $395 - $595

Simple, affordable protection every parent should have once a child turns 18. Here's what is included:

  • Financial power of attorney

  • Medical power of attorney

  • HIPAA authorization

  • Emergency guidance walkthrough

Start My Plan

First Responders Specialized Trust

Starting at $3,000

Estate planning designed for those who serve on the front lines including law enforcement, fire, and EMS professionals. Here's what is included:

  • Duty-specific trust planning

  • Disability & survivor considerations

  • Beneficiary coordination

  • Family briefing guidance

Start My Plan

Estate Plan Health Check

Starting at $750

Perfect for individuals with an existing trust who want confidence it still works. Here is what is included:

  • Full trust audit

  • Beneficiary review

  • Outdated language check

  • Gap analysis

Start My Plan

Still Have Questions?

Contact us today to learn how we can help you with your estate planning needs.

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