Do I need a lawyer to create my Trust?

While you don't legally need an attorney to create estate planning documents, having proper guidance is crucial for protecting your family's future. Here's why:

Estate planning is about more than just filling out forms - it's about creating a comprehensive strategy that truly protects what matters most. At Steward, we've revolutionized how families access high-quality estate planning by combining sophisticated technology with expert legal oversight.

We collaborate with a team of attorneys to review every plan and provide essential guidance to ensure:

• Complete Protection: Your plan addresses all aspects of your family's needs, not just basic asset transfers

• Legal Accuracy: Documents are properly drafted and compliant with current laws

• Customized Solutions: Your plan truly reflects your unique situation rather than using one-size-fits-all templates

• Future-Proof Planning: Strategies that work not just today, but when your family needs them most

Think of Steward as bringing together the best of both worlds: sophisticated estate planning traditionally only available through expensive law firms, made accessible through modern technology. Our innovative approach allows us to provide mass affluent families with customized, comprehensive protection at a fraction of traditional costs.
By streamlining the process and eliminating unnecessary overhead, we deliver the same high-quality planning you'd receive at a law firm, but with an all around better experience. Your family's future is too important to leave to chance or basic templates.

Is Steward a law firm?

Steward is not a law firm - we're a modern estate planning platform that makes sophisticated protection accessible to more families. Think of us as your bridge to expert legal guidance, delivered in a way that makes sense for today's world.

We collaborate with licensed attorneys who provide oversight and expertise throughout the estate planning process. Our innovative platform streamlines the traditional experience, removing unnecessary complexity and overhead while maintaining the high standards you'd expect from a law firm. This means you get professional legal review and guidance, but with greater efficiency and at a fraction of the usual cost.

By combining modern technology with legal expertise, we ensure every plan receives proper attorney oversight while eliminating the barriers that traditionally make estate planning expensive and time-consuming. Our platform handles the administrative aspects smoothly, allowing attorneys to focus on what matters most - providing valuable insights and ensuring your plan offers real protection for your family.

While Steward isn't a law firm, we maintain rigorous standards through our attorney partnerships. This approach brings together the best of both worlds: sophisticated estate planning made accessible through thoughtful innovation, backed by professional legal review that gives you confidence in your plan's accuracy and effectiveness.

How do you protect my personal information?

We prioritize safeguarding your personal information through bank-level encryption that protects your data during storage and transmission.

Our commitment to privacy extends to full compliance with regulations such as the California Consumer Privacy Act (CCPA). Our team undergoes comprehensive privacy protection training to ensure the confidentiality of all legal communications. You can trust that your information remains secure, as we never engage in selling or sharing data with third parties. You can review our privacy policy here.

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

Our legal team and technology are specifically designed to align with comprehensive estate planning regulations across multiple states. Our platform adapts to each state's distinct requirements around property rights, healthcare directives, and trustee obligations. We maintain rigorous compliance by continuously updating our processes and documents to reflect evolving state laws, ensuring your estate plan meets all statutory requirements where you reside.

What information is shared with Steward that I discuss with the attorney?

Due to the limited scope agreement that you agree to before your call with the attorney, any discussions between you and the attorney remain strictly confidential. Steward will not have access to or insight into these private conversations. The only information visible to Steward will be what appears on the actual documents themselves.

This ensures your attorney-client privilege is protected while still allowing Steward to process necessary documentation.