Better

planning.

outcomes.

Plan your family's future with a bespoke estate plan, crafted by expert attorneys using our modern platform.

What you get with Steward

White-glove concierge support from onboarding to asset transfer

Dedicated strategic attorney advisor

Built-in education

A single place to store and update your information

Notarized documents

Real estate deed transfer

On demand updates to your documentation

Attorneys Superpowered by Technology

By using Steward to collect your personal information and draft documents, Steward’s attorneys can spend more time reviewing your situation and advising you directly, resulting in comprehensive documents, faster delivery and lower costs. We take the time to explain the why and how to all of your questions and your options.

Responsive & Flexible

Circumstances change. Steward has the flexibility to evolve with your needs over time. Your Team at Steward is highly responsive to ensure your plans stay up-to-date with regular reviews and changes when you need them.

Our Values

Education

We take the time to meet you where you are to explain the why and how in plain language.

Accuracy

We stand behind the quality of our work and accuracy is paramount to what we do.

Efficiency

We are innovators and provide a modernized process to save you time and money.

Transparency

We provide tools and technology to eliminate documentation confusion and provide transparency throughout the process.

Intuitive

Our approach prioritizes you, offering tools and technology that eliminate confusion and ensure transparency every step of the way.

FAQ's

What is estate planning, and why is it important?

Why would I choose a Living Trust instead of just a basic Will?

Why would I choose to work with Steward over a traditional attorney?

Do I need a lawyer to create an Estate Plan?

What are the federal estate tax and gift tax exemptions?

How does Steward ensure my estate plan reflects state specific requirements?

How do you protect my personal information?