Steward
5.0 stars · 3 reviews · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
A modern estate planning firm combining technology with expert attorney support
Services
- Business Succession Planning
- Education Planning
- Equity Compensation
- Estate Planning
- Family Office Services
- Insurance Planning
- Life Transition Planning
- Retirement Planning
- Stock Option Planning
- Tax Planning & Strategy
- Trust Services
Pricing
- Flat Fee — $1,500–$10,000 one-time
Reviews
Hyatt Powers
5 stars
2025-08-18T18:04:27.312+00:00
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.
Daniel Weagle
5 stars
2025-06-27T15:16:12.743+00:00
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.
Matthew Powers
2025-06-27T15:05:53.93+00:00
Stellar. Team was great, delivered my plan a week ahead of schedule.