ONBOARD
Share your goals.
Speak with your concierge to get started. They will answer any questions you may have through onboarding — and beyond.
CONSULT
Meet your attorney.
Consult with your attorney to review your plan and understand its implications. Your attorney makes the necessary adjustments to make sure your documents fit your family perfectly.
SIGN
Secure your legacy.
Execute your document via our mobile notary that comes to you. And move assets into your trust.
UPDATE
Change with the times.
Life changes. A new child, a new house, a liquidity event… perhaps all of the above. Whatever life throws at you, your Steward team is there to get your plan up-to-date.
