Steward
A modern estate planning firm combining technology with expert attorney support
5.0
Average rating
2
Client Reviews
$1.5K to $10K
Flat Fee/Retainer
$0
Minimum Annual Income
$0
Minimum Investible Assets
What Our Clients Say
5.0
2 Client Reviews
Daniel Weagle
June 27, 2025
Current client since 2024
5.0
Reason for working with Steward
Human engagement and consultation throughout entire planning process. Cost - significantly more cost effective than the previous service I used.
Tech - use of AI to expedite the process and create a more natural flow to providing the necessary information for our documents.
Tech - use of AI to expedite the process and create a more natural flow to providing the necessary information for our documents.
Experience working with Steward
Fantastic. Team was with us every step of the way in real time to ensure we had a positive experience and were accomplishing our goals. Lightning fast, through delivery of the estate plan.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Fantastic. Team was with us every step of the way in real time to ensure we had a positive experience and were accomplishing our goals. Lightning fast, through delivery of the estate plan.", "author": "Steward", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Hyatt Powers
August 18, 2025
Current client since 2025
5.0
Reason for working with Steward
Referred by a colleague, tech enabled platform, price, and level of service
Experience working with Steward
Hands down, the best. My husband and I interviewed 2 local attorneys and were not impressed. I own my own business, we have 2 young children, and a variety of assets (rental property, startup equity, etc). We connected with a Concierge to answer initial questions and walk us through the process then met with our attorney (Samantha). She was very patient and super knowledgeable. We felt great about the process and would highly recommend it.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Hands down, the best. My husband and I interviewed 2 local attorneys and were not impressed. I own my own business, we have 2 young children, and a variety of assets (rental property, startup equity, etc). We connected with a Concierge to answer initial questions and walk us through the process then met with our attorney (Samantha). She was very patient and super knowledgeable. We felt great about the process and would highly recommend it.", "author": "Steward", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
High net worth family with some financial complexity (rental properties, equity options, crypto)
Clients who wouldNOTbe a good fit
Clients with minimal to no complexity and without a need to speak to an expert
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$1,500 to $10,000
Meeting Options
Video meetings
Client Portal/Online Platform
About Steward
Steward is a modern estate planning firm that combines technology with expert attorney support. Clients onboard with a personal Concierge and use an intuitive AI chat to enter their estate planning information. They then meet with an expert attorney to review their plan and to answer questions. Each plan is bespoke and costs a fraction of what typical estate planning does.
Steward also reviews and updates existing estate plans for clients and crafts complex tax planning solutions for clients (Special Needs Trusts, QSBS Trusts, ILITs).
Steward also reviews and updates existing estate plans for clients and crafts complex tax planning solutions for clients (Special Needs Trusts, QSBS Trusts, ILITs).
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
