The co-pilot for estate planning attorneys.
Steward works alongside you at every stage — so your clients get more, and your practice stays sustainable.
Your legal judgment is invaluable. But the practice around it is unsustainable.
You spend hours educating prospects who may never hire you. You go into client meetings with incomplete context. And when the engagement ends, the follow-through is out of your hands.
That's not a skills problem. It's a capacity problem. Steward is built to solve it.
With you before, during, and after every engagement.
Scale your reach without scaling your hours.
Steward gives you an intelligent concierge — configured around your practice, your expertise, and the clients you serve best. It answers basic estate planning questions, explains what you do and why it matters, and warms up prospects before they ever reach you.
You spend your time with people who are ready. Not educating those who aren't.
Walk into every meeting already knowing what matters.
Steward gathers context from the client before you meet — their goals, their concerns, the why behind the decisions they're about to make. That context is surfaced to you as you work, so you spend time consulting clients on their decisions and tradeoffs.
Better intake, higher quality discussions, deeper client alignment and trust.
Your work holds up long after the retainer ends.
Most trusts are never properly funded after signing. Steward gives your clients a guided, self-service tool to finish what you started — funding their trust, tracking their assets, and staying current as life changes.
A clean handoff that reflects well on you. And a reason clients send you referrals.
More time for the work only you can do.
Attract the right clients
Your Steward concierge handles first contact — answering questions, sharing your approach, and building trust before the first call. You show up to conversations that are already warm.
Better context, every time
Steward learns each client's full story — not just their assets, but the reasons behind their decisions. You walk in informed. Your clients feel heard before you've said a word.
A handoff that actually works
When the engagement closes, clients don't disappear into uncertainty. They move to Steward — guided through every next step. Your reputation stays attached to a good outcome.
You stay in control
Steward handles coordination and routine follow-through. Anything that needs legal judgment comes back to you. Always.
We're building Steward with attorneys who know what's broken.
We're looking for a small group of solo and small estate planning practices to work with closely as we build. You'll shape the product, and your clients will be the first to experience a better way.
Questions people ask, answered directly.
No — and that's by design. Steward is built to make attorneys more effective, not to work around them. Everything that requires legal judgment stays with you.
It means Steward works alongside you — not instead of you. It handles the parts of the client relationship that don't require a lawyer: early education, context gathering, and post-engagement follow-through. You handle the law.
We're early, and integrations are on the roadmap. If you have tools you rely on, we'd love to hear about them when we talk.
Clients interact with Steward as an extension of your practice — a guided, intelligent tool that feels like a natural next step from working with you. Your name stays on the relationship.
We're working with a first group of attorney partners now. Request access and we'll be in touch shortly.
Ready to practice differently?
Join the first group of attorneys building with Steward.