Welcome to Steward’s Learn Center!
Estate planning is not just a legal process—it's a deeply personal journey that can stir up many emotions and questions along the way.
This space was created to support you through every step, acknowledging that preparing for the future can sometimes feel overwhelming or raise unexpected concerns. We understand this process touches on important aspects of your life and legacy. Whenever you have questions or need reassurance, please reach out to us—we're here not just to provide guidance, but to listen and support you through this meaningful planning process.
The Steward Process
While most families and individuals complete the process within ~30 days, know that there is no specific time frame set to when you should complete it by. Our ultimate goal is to ensure you have an estate plan that meets your wishes and goals.
Onboarding Call During the call, you’ll log into your Steward account and begin answering questions ****- you'll share important details about yourself, your family, and your estate. This information forms the foundation for crafting your customized estate planning documents.
Attorney Call Connect one-on-one with your dedicated attorney who will listen to your goals, address your concerns, and provide professional guidance tailored to your unique situation. This personal conversation ensures your documents are drafted specifically to match your wishes.
Attorney Document Review Your attorney carefully reviews and refines your estate planning documents, incorporating insights from your questionnaire and consultation.
Notarize & Sign We coordinate a time for a notary and witness to come to you, making the document signing process convenient and stress-free. This step ensures your trust documents are legally binding and properly executed.
Trust Funding When you're ready to transfer assets into your trust, we’ll provide clear guidance, ensuring your estate plan works exactly as intended to protect your assets from probate.
Disclaimer: Steward is not a law firm and does not provide legal advice. Information should only be used for educational purposes and no attorney client relationship shall be established. Should you need legal advice, please seek advice from an attorney.
