Trust Creation Meeting Request

Meet with Jon G. Sanchez

Please complete the form below and click on the Schedule Meeting button to schedule the Trust Creation Meeting with Jon, who will send you a virtual meeting invitation, the S.T.E.P. Intake Form, and an invoice for your fee.

Jon G. Sanchez is the founder and CEO of Specialized Trust & Estate Plans, LLC, a national estate planning organization focused on helping families protect their assets, wishes, and legacy through clear, accessible estate planning. A veteran of the financial services industry, he has founded and led multiple successful firms, including Sanchez Gaunt Capital Management, a federally registered investment advisory firm managing hundreds of millions of client assets. He also hosts The Jon Sanchez Show, where he educates audiences on markets, business ownership, and generational wealth.

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