About Us
The History of Estate Stewards
Since 2014, Estate Stewards has guided families through the complexities of estate and trust management. Founded to address the challenges families often face—such as gaps in planning, overwhelmed executors, and the emotional impact on family harmony—Estate Stewards was built to provide a reliable solution. Collaborating closely with trusted legal, financial, and accounting partners, the team is dedicated to delivering peace of mind during life’s most significant transitions. With a focus on integrity, diligence, and care, Estate Stewards prioritizes people first, helping families find confidence and clarity when it matters most.
Our Approach
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1. Discovery
We need to understand where you are in your estate planning, and what your goals and objectives are. Where you would like to be and how we can help you get there; to truly give you peace of mind.
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2. Customize
Estate Planning is not a “one size fits all” exercise. All of our clients come from diverse backgrounds and situations.
Our bespoke services are tailored to your individual needs. We work with you to create a personalized estate plan outlining what needs to be done to achieve your goals, and the timelines necessary to support you.
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3. Implement
Putting your plan into action. Once your estate planning goals have been summarized and documented, we connect you with the appropriate estate planning advisors, including lawyers, accountants, and tax specialists , to ensure the necessary documents are in place and your estate plan is completed in a timely manner. plan can start working for you as soon as possible.
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4. Periodic Reviews
Life never goes exactly as planned, and on occasion the course needs to be adjusted.
We conduct an annual review of your estate plan and help you to determine if any changes are necessary to ensure that your objectives and goals continue to be reflected in your estate planning documents
“The importance of a strong team of professionals cannot be overstated”
We will work with your team of accounting, tax, legal, investment, insurance and administrative advisors. Alternatively our team of experienced professionals are fully qualified and available to you should you require it. Through this support you will be able to have the main responsibilities required of an executor, trustee or attorney for property. Through a single contact.
