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    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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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.

Certified Estate Planner Certificate Given to Curtis S. Olsen

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

GET STARTED NOW

Documents We Prepare

Wills, Trusts, Powers of Attorney, Health Care Directives,
Certification of Trust, Individually or as a package
Complete Estate Plan: Individual and Couples - $995
 
  • 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
Will and Powers Package: Individual and Couples - $495
 
  • 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

GET STARTED NOW

Our Story

Curtis

Curtis Olsen

CEO

Unleash the Power of Strategic Financial Planning:
A Journey Spanning Over Two Decades

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.
 
A Personal Transformation:
From Single Fatherhood to Estate Planning Expert

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.

 

A New Chapter: Personal Growth and Client Focus

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.
The Trust Challenge: Ensuring Your Assets Are Secure

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

GET STARTED NOW

Our Blog

Call Us Today: (801) 680-1217

GET STARTED NOW

Address

 

1198 S 3750 E, Spanish Fork,

UT 84660-6396, USA

Contact


(801) 680-1217

 

info@swordandshieldestateplanning.com

Hours

 

OPEN 24 HRS

 

(Appointments during regular business hours)