You have a trust.
But does it actually protect your family?
Most living trusts are never properly funded. Steward keeps yours funded, monitored, and up to date — with licensed California attorneys in the loop.
Up to 70% of living trusts are never properly funded.
Families paid for protection they don't actually have. Steward fixes that.
The trust you have may not be the trust you think you have.
A trust only protects your family if every asset is legally titled into it. This is called funding. Most families never finish.
Then life moves on. You refinance. You open accounts. Each event quietly removes assets from your trust — and nobody tells you.
When the time comes, your family ends up in probate anyway.
An intelligent agent for your trust — not a form filler, not a to-do list.
Steward does the time-consuming work of funding and staying funded. A licensed California estate attorney stays in the loop for every decision that matters.
UnderstandKnow what your trust actually says
Upload your document. Steward explains it in plain language and surfaces the gaps between what's written and what you actually want.
FundGet your assets inside it
Steward pre-fills forms, identifies accounts to re-title, and coordinates notaries and trustees. Weeks of back-and-forth, done in the background.
MonitorStay funded without lifting a finger
Steward reads your inbox and financial accounts for changes — a refinance, a new account, an inheritance — and proposes action before gaps grow.
MaintainKeep it current as life evolves
Routine amendments happen seamlessly. Anything that needs a legal eye routes to a licensed California attorney.
Built for the long run, not just the document.
It reads your trust so you don't have to
Steward explains — in plain language — what your trust covers, what's missing, and where your intentions don't match what's written.
An agent that does the work, not just the reminders
Not a checklist. Steward pre-fills the forms, schedules the appointments, and coordinates the moving parts.
Smart technology, human judgment
The agent handles the routine. Licensed California estate attorneys step in for document review and high-stakes calls.
Always watching, so you don't have to be
Steward reads your connected accounts and inbox for events that affect your trust — and tells you what changed and what to do.
A real attorney reviews what matters.
Routine updates happen automatically. Document changes, amendments, and anything with legal weight route to a licensed California estate attorney — before anything is filed.
- Document review and amendments
- High-stakes titling decisions
- Direct messaging when you need them
Questions people ask, answered directly.
No. Steward handles the tracking, paperwork, and coordination that doesn't need an attorney. Licensed California attorneys review documents and step in for anything complex.
That's what Steward is built for. Upload your trust and connect your accounts — we'll show you what's funded, what's not, and what to do next.
They help you create a document and stop. Steward starts with the trust you already have — funding it, monitoring it, updating it as life changes.
Read-only connections, used to detect events that affect your trust. Steward can never move money or act on your behalf. Everything requires your approval.
Trust documents are encrypted before storage. Financial and email data is protected with bank-grade security. We never sell your data.
We expect to launch in late Q2 2026. Join the waitlist and you'll hear from us first.
Your trust should work as hard as you do.
Join the waitlist for early access in California.