75% off your will today by joining the presale

Hello Advisors

STEWARD IS COMING WITH ONLY WILLS, NO TRUSTS! SUMMER 2025

Providing your entry level clients with only the basic estate planning documents they need, and providing YOU the ability to give it to them for free!
Including:
Last Will & Testament
Guardianship
Living Will
Health Care Power of Attorney
Durable Financial Power of Attorney
Attorney written and state specific.
Join the presale

For Advisors

Steward is an online basic estate planning tool. Providing your entry level clients only the documents they need, and providing YOU the ability to give it to them for free.
Including:
Last Will & Testament
Guardianship
Living Will
Health Care Power of Attorney
Durable Financial Power of Attorney
Attorney written and state specific.
Join the presale

Our Phased Launch

01
Consumer Launch
Bringing this tool into the general market to get mass adoption.
02
Financial Advisor Launch
Open BETA to Advisors, to purchase an annual license and make available to their clients for free.
03
Lead Launch
Distributing leads to both Advisors and Attorneys for consumer clients who need MORE than Steward.

Join Waitlist

We never share your details with third parties
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What does presale get you?

We’re going to make this worth it for you and your practice.

$5,000 FOR 4 YEARS
+ The first 100 Advisors to sign up, will receive free consumer leads so long as you remain a customer.

When we launch to the general market, if you pay annually the total cost per year will be $2,880. So if you sign up during pre-sale, you’ll get 13% off of the two year price and get an additional two years for free!

Plus, if you are one of the first 100 Advisors to sign up, you will be grandfathered in to receive free leads from Stewards consumer side for the life of your account!

Join the presale and save.

When you join our presale, all funds are held in a separate account until we launch so we can distribute refunds if there is any issue during development.
Trial

Free

The best starting point for businesses who want a new way of doing things.
Start now
Arrange a demo
These features:
Free forever – no credit card required
Best-in-class feature
Layouts for every purpose
Figma file included with all purchases
So much more...
Plus

$9.99

This is for the serious power-users, you know who you are.
Start now
Arrange a demo
These features:
Free forever – no credit card required
Best-in-class feature
Layouts for every purpose
Figma file included with all purchases
So much more...
Pro

$19.99

For those who demand pure, un-inhibited power at all times.
Start now
Arrange a demo
These features:
Free forever – no credit card required
Best-in-class feature
Layouts for every purpose
Figma file included with all purchases
So much more...
One-Time Purchase

$11,520 $5,000

Purchase
Includes:
4 Years of Access to Unlimited Basic Estate Plans
Free Consumer Leads For the Life Of Your Account
White Labeled Documents For Your Clients
Ability To Track Clients Through Process
Compliance For ALL Financial Advisors
Pay Monthly (Over 6 Months)

$1,920 $833

Purchase
Includes:
4 Years of Access to Unlimited Basic Estate Plans
Free Consumer Leads For the Life Of Your Account
White Labeled Documents For Your Clients
Ability To Track Clients Through Process
Compliance For ALL Financial Advisors

FAQ

Learn more about process and what's included.
How does this benefit my firm?
Our team of licensed estate attorneys have created Will Packages that include four vital documents that create a clear picture of your wishes.

The packages includes: Last Will & Testament. This includes a Guardianship & a Testamentary Trust for children

Advance Directive. Includes the Health Care Power of Attorney, Living Will & HIPAA release

Durable Financial Power of Attorney.

Personal Property Memorandum.  
Once you have competed and downloaded your package, at the end of your print out, we provided a place to list items that aren’t bank accounts for beneficiaries (like watches, cars, etc.).  That way, if you decide you no longer want to leave that watch to that person, you can change it without redoing and re-notarizing your Will!
How does this benefit my clients?
We've made this process incredibly easy.  

First - You'll create an account and purchase the appropriate package, either an Individual Will package or a Married Will package. After purchasing, make sure to activate your account with the link that will be sent to your email!

Second - You'll go through our step by step process online to answer a series of questions that will populate your final Estate Planning documents.

Third - You'll download your completed document, print it out and take it to a Notary with two Witnesses to make it official.

Fourth - Store your documents somewhere safe, and make sure your Representatives and Agents know where to find them.

NOTE - Complete instructions, including signing instructions are included with your final downloaded and printed documents.
How do you keep me compliant?
When you purchase a Will from Steward, you will be choosing to complete an online process that collects all of the information necessary to complete a State Specific and legally binding Last Will & Testament, Advance Directive and Power(s) of Attorney.  All online. That means, when you are completing information about your family, Guardians, Personal Representatives or Health Care and Financial Agents, you will be inputting their contact details which include their address, phone number and email address.  All of this information is securely stored and not sold to third parties.

Not ready to join the presale?

If you aren’t ready to purchase today, but would like to speak with someone from our team first, please drop your email here, and someone from our team will connect with you within 24 hours to schedule a consult!
Thank you! Your submission has been received!
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* We never share your data with third parties.