Estate Stewards

Name

Estate Stewards

Legal name

Estate Stewards

Website

https://estatestewards.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Estate Planning Services

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate & Probate Administration Services (FSAEAKAD)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Estate planning services
• Estate administration
• Will preparation
• Trust management
• Executor services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Estate Planning Services: Professional fee-based services for estate planning consultations, document review, and ongoing advisory support. Services include will preparation assistance, estate plan reviews, and annual reviews. Revenue is generated through professional service fees, likely hourly or fixed-fee engagements.
2. Executor Services: Estate Stewards acts as executor or co-executor for estates, managing all aspects of estate settlement from death through distribution. Also provides agent-to-executor support services. Revenue likely generated through estate administration fees, typically a percentage of estate value or fixed engagement fee.
3. Power of Attorney Services: Services include acting as Attorney for Property or Personal Care, or acting as agent to the appointed attorney. Handles financial decision-making and administrative tasks on behalf of incapacitated clients.
4. Trustee Services: Manages and administers trusts including testamentary and inter-vivos trusts. Can act as trustee with full decision-making authority or as agent to the appointed trustee providing administrative support.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Estate Stewards provides professional estate planning and administration services to individuals, families, and business owners in Ontario through a single point of contact. Core offerings include Will Services, Power of Attorney Services (property and personal care), Executor Services, Trustee Services (testamentary and inter-vivos trusts), and Estate Planning Consultations, delivered by a team of licensed lawyers, tax specialists, and financial professionals. The firm coordinates clients' existing legal, accounting, tax, and financial advisors to deliver comprehensive, customized estate solutions.

Product overview

Estate Stewards provides professional estate planning and administration services through a single point of contact. The core offering consists of five interconnected services: Will Services for will drafting and review, Power of Attorney Services (including Attorney for Property and Attorney for Personal Care roles), Executor Services for estate settlement, Trustee Services for trust management (covering Testamentary and Inter-Vivos trusts), and Estate Planning Consultations for comprehensive planning guidance. The company also offers an Estate Fitness Assessment tool for evaluating client readiness. Services are delivered through experienced professionals including lawyers, accountants, and tax specialists, functioning as a licensed executor and attorney.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Executor role typically takes 18-24 months to complete

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Accounting FirmscoreStrategic or Co-development PartnerEstate Stewards works with accounting firms as referral partners to ensure clients receive comprehensive estate and financial advice. Accountants provide financial understanding that complements estate planning services.
• Financial AdvisorscoreStrategic or Co-development PartnerFinancial advisors partner with Estate Stewards to provide integrated wealth management and estate planning. While registered financial advisors cannot serve as powers of attorney or executors due to regulations, Estate Stewards works closely with them to ensure estates are handled appropriately.
• LawyerscoreStrategic or Co-development PartnerEstate Stewards works closely with family lawyers to ensure wishes stated in wills are carried out. The firm also connects clients with their network of estate planning lawyers for document drafting when clients do not have preferred legal counsel.
• Portfolio Stewards Inc. (PSI)minorStrategic or Co-development PartnerPSI is a related entity under the same corporate umbrella (Wealth Stewards family). Current clients with assets held under investment management with PSI are entitled to a complimentary one hour consultation session with Estate Stewards.
• Wealth StewardsminorStrategic or Co-development PartnerRelated entity within the corporate family. Linked on the Estate Stewards website navigation. Part of a network of wealth and estate advisory services.

Scale indicators1 record

Recent moves1 record

Expansion highlights5 records

Direct peers

• RBC Royal Trust: Royal Bank of Canada's personal trust arm offers executor, trustee, and POA services across Canada — the closest large-scale analog to Estate Stewards' core offering, but at institutional scale and broader geographic reach.
• Scotiabank (Scotia Wealth / Scotiatrust): Scotiabank's wealth and trust division offers personal trust, estate administration, and POA services across Canada, comparable in service mix to Estate Stewards at much larger scale.
• Manulife Trust: Manulife's Canadian trust company provides executor, trustee, and estate-related services, competing with Estate Stewards particularly for clients of Manulife Investment Management.
• Computershare Trust Company of Canada: Computershare's Canadian trust operations handle personal trust and estate administration alongside its larger corporate trust business — a competitor at scale with broader geographic reach than Estate Stewards.
• TD Wealth Private Trust: TD's private trust business acts as executor and trustee for Canadian estates, competing head-to-head with Estate Stewards on complex estates, often as the default option for TD wealth clients.
• Olympia Trust Company: An independent Canadian trust company offering self-directed and traditional trust services including estate administration; comparable in scope though more self-directed / discount-oriented than Estate Stewards' bespoke model.
• BMO Trust Company: Bank of Montreal's trust company provides personal trust, estate administration, and POA services directly competitive with Estate Stewards' executor and trustee lines, with the advantage of BMO's wealth distribution.
• CIBC Trust: CIBC's trust company delivers estate settlement and trustee services similar to Estate Stewards, typically embedded as a service for CIBC's wealth and private banking clients.

Emerging players

• Epilogue: Canadian digital wills, POA, and estate planning platform; represents the same DIY-digital pressure on Estate Stewards' entry-level will and POA revenue, particularly for younger clients.
• Willful: Canadian online wills and estate planning platform offering low-cost DIY wills and POAs; competes with the simpler end of Estate Stewards' will services funnel and increasingly with POA products.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/estatestewards
• LinkedInlinkedin.com/company/estate-stewards

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Estate Stewards