Estate and generational planning, redefined.
Estate and generational planning, redefined.
Steward helps you plan for the future, protect your family’s wealth, and make sure your wishes are honored.
It all starts with a better will and trust.
Steward helps you plan for the future, protect your family’s wealth, and make sure your wishes are honored.
It all starts with a better will and trust.
A seamless process from end to end
A seamless process
from end to end
Steward’s Concierge Team will guide you through each step of the process and you’ll meet with an expert attorney for as long as you need to ensure your estate plan fits your needs perfectly.
1. Onboard
2. Consult
3. Secure
4. Update
Share your goals.
Speak with your concierge to get started. They will answer any questions you may have through onboarding — and beyond.
1. Onboard
2. Consult
3. Secure
4. Update
Share your goals.
Speak with your concierge to get started. They will answer any questions you may have through onboarding — and beyond.
A seamless process from end to end
Steward’s Concierge Team will guide you through each step of the process and you’ll meet with an expert attorney for as long as you need to ensure your estate plan fits your needs perfectly.
1. Onboard
2. Consult
3. Secure
4. Update
Share your goals.
Speak with your concierge to get started. They will answer any questions you may have through onboarding — and beyond.
Attorneys & clients
superpowered by technology
By leveraging advanced technology, our attorneys focus more on advising you directly, resulting in comprehensive plans that fit your needs perfectly.
Attorneys & clients
superpowered by technology
By leveraging advanced technology, our attorneys focus more on advising you directly, resulting in comprehensive plans that fit your needs perfectly.
Guided Onboarding
Get setup via our guided AI chat experience
Visual Summaries
View a clear picture of your estate plan
Lockbox
Securely store and access your documents at any time.
Trusted by customers
and advisors alike
Real feedback from our clients and partners who’ve
experienced first-hand how we work.
Sara and Tom R.
Late 30s with a Newborn and Toddler
"I loved the ease to coordinate our estate planning - from intake to signature. And the customer support model was invaluable!"
Sara and Tom R.
Late 30s with a Newborn and Toddler
"I loved the ease to coordinate our estate planning - from intake to signature. And the customer support model was invaluable!"
Mark L.
Advisor
"Integrating Steward into our advisory practice was one of the smartest strategic decisions we've made. The platform is intuitive, while the collaboration with the dedicated Concierge and attorney ensures every plan is tailored and legally sound."
Mark L.
Advisor
"Integrating Steward into our advisory practice was one of the smartest strategic decisions we've made. The platform is intuitive, while the collaboration with the dedicated Concierge and attorney ensures every plan is tailored and legally sound."
Emma and Liam C.
Tech Professionals Expecting Their First Child
"With a baby on the way, we wanted our estate planning to be precise and painless. Steward delivered exactly that. The tools simplified the entire process, and having access to professional attorneys ensured our plan perfectly aligns with our growing family's needs."
Emma and Liam C.
Tech Professionals Expecting Their First Child
"With a baby on the way, we wanted our estate planning to be precise and painless. Steward delivered exactly that. The tools simplified the entire process, and having access to professional attorneys ensured our plan perfectly aligns with our growing family's needs."
Trusted by customers
and advisors alike
Real feedback from our clients and partners who’ve experienced first-hand how we work
Sara and Tom R.
Late 30s with a Newborn and Toddler
"I loved the ease to coordinate our estate planning - from intake to signature. And the customer support model was invaluable!"
Mark L.
Advisor
"Integrating Steward into our advisory practice was one of the smartest strategic decisions we've made. The platform is intuitive, while the collaboration with the dedicated Concierge and attorney ensures every plan is tailored and legally sound."
Emma and Liam C.
Tech Professionals Expecting Their First Child
"With a baby on the way, we wanted our estate planning to be precise and painless. Steward delivered exactly that. The tools simplified the entire process, and having access to professional attorneys ensured our plan perfectly aligns with our growing family's needs."
What you get with Steward
A seamless process
from end to end
White-glove concierge support
White-glove concierge support
White-glove concierge support
Dedicated strategic attorney advisor
Dedicated strategic attorney advisor
Dedicated strategic attorney advisor
Built-in education
Built-in education
Built-in education
A single place to store and update your information
A single place to store and update your information
A single place to store and update your information
Notarized documents
Notarized documents
Notarized documents
Real estate deed transfer
Real estate deed transfer
Real estate deed transfer
On demand updates to your documentation
On demand updates to your documentation
On demand updates to your documentation
Have questions?
If you don't find what you need, speak with one of our client success team members at hello@usesteward.com. We're happy to help.
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?
What's included?
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?
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?
What's included?
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?
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?
What's included?
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?
