Steward
Typically responds within 24 hours
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).
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
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
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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