Sword & Shield Estate Planning
Complete Estate Plan: Individual and Couples - $995
Will and Powers Package: Individual and Couples - $495
Experience the Power of Cutting-Edge Technology
with Sword & Shield Estate Planning
At Sword & Shield Estate Planning, we leverage the same advanced software utilized by leading estate planning attorneys. This powerful tool, designed and regularly updated by seasoned legal professionals, ensures our documents are always in line with the latest estate planning laws and fully compliant with all regulations.
Call Us Today: (801) 680-1217
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AS FEATURED IN
What We Do
We are a document or form-based service provider. In short, we assist our clients in filling out forms, provide general legal information, opinions, or recommendations about possible legal rights, remedies, defenses, procedures, options, or strategies. We do not give specific advice related to another’s fact or circumstances.
*I am not an attorney and I do not provide legal advice.
State-Specific Documentation: Tailored to Your Unique Needs
Our software's ability to produce state-specific documents means we can provide a bespoke service tailored to your needs and circumstances.
Unprecedented Savings: High Quality at Half the Cost
What sets us apart is our commitment to delivering exceptional value. With our advanced software, we can offer you the same high-quality, legally compliant estate planning documents as traditional law firms, but at a fraction of the cost - typically about half or even less. At Sword & Shield Estate Planning, we believe that securing your future shouldn't break the bank. Let us help you safeguard your legacy with our cost-effective, state-of-the-art estate planning services.
Call Us Today: (801) 680-1217
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Documents We Prepare
Certification of Trust, Individually or as a package
- Trust
- Pour-over Will
- Certification of trust
- Declaration of trust
- Marital property agreement
- Assignment of personal property
- Distribution of personal property
- Assignment of Business interests
- Wills and Guardianship
- Powers of attorney
- Health care Directives
- Final Instructions
- Funding documents
- Trust Funding Success Manual
- Nomination of Guardian
- Wills - Guardianship
- Powers of attorney
- Health care directives
Note: We do not provide consulting or legal advice
Call Us Today: (801) 680-1217
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Our Story
Curtis Olsen
CEO
With a rich legacy of 25 years in the financial services industry, our journey began in the dynamic world of residential mortgage lending. As we evolved, we expanded our expertise into the intricate realms of insurance planning and retirement strategizing, always staying ahead of the curve and delivering exceptional results.
Life has a way of reshaping our paths, and mine was no different. As a single father, I found myself at a crossroads, leading me to discover my true calling - Estate Planning. Over the past 13 years, I have had the privilege of guiding hundreds of families, helping them secure their futures and achieve peace of mind.
Now, happily remarried to my soulmate, I am able to bring my best self to the table everyday. Her unwavering support allows me to remain laser-focused on addressing my clients' needs, ensuring their financial security and prosperity.
Your Future, Our Priority: Let's Begin the Conversation and complete your estate plan today.
Did you know that 2 out of 3 trusts fail due to incomplete funding? As a licensed financial professional, I specialize in the transfer of assets into trusts. My mission is to ensure your trust is not just established, but also meticulously managed and updated as needed. Together, we can safeguard your legacy and ensure a prosperous future for you and your loved ones.
Call Us Today: (801) 680-1217
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Address
1198 S 3750 E, Spanish Fork,
UT 84660-6396, USA
Hours
OPEN 24 HRS
(Appointments during regular business hours)
