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    Sword and Shield Estate Planning

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3 Minutes Read

Announcement: Sword & Shield Estate Planning - Securing Your Legacy with Expertise and Innovation 

In an era where securing one’s financial future is more important than ever, Sword & Shield Estate Planning emerges as a beacon of innovation and affordability in the estate planning landscape. Led by CEO Curtis Olsen, a seasoned professional with a 25-year legacy in the financial services industry, Sword & Shield is revolutionizing the way we approach estate planning.


A New Era of Estate Planning

Curtis Olsen's journey from single fatherhood to becoming an estate planning expert is not just inspiring but also a testament to the company's dedication to personal transformation and client focus. With a mission to provide high-quality, state-specific estate planning documents at about half the cost of traditional law firms, Sword & Shield is making it possible for more f


Your Estate Planning Options: Will, Trust, and Beyond

When it comes to estate planning, understanding your options is crucial. Sword & Shield Estate Planning offers a glimpse into the future of estate management with cutting-edge technology and software, ensuring that your documents are always compliant with the latest laws.


These basic estate planning options make clear what works best for you and your family legacy:


Option 1: Do Nothing

Without a plan we cause our family to endure probate. Probate is the government's way of settling your affairs. The Judge makes all the decisions. It takes an average of 13 months. The attorney charges $200 to $400 per hour. You can imagine the bill.


Option 2: A Last will and testament

This is a document that only does three things. List the person in charge; the executor, the person to raise any minor children; the guardian, and who you want to get what. What a will doesn’t do is transfer assets to beneficiaries. Because a will goes into effect when you die. Your signature is required to transfer assets to beneficiaries. Because of this, someone must represent people for a signature. This causes probate.


Option 3: Establish a Trust

This is an entity like a business where you are the president of the trust. You’re called a trustee and you pick your vice president, They are called a successor trustee. You place your assets into your trust by a change of ownership or change of beneficiary. The signature authority transfers from the Trustee to the successor trustee upon death or incapacity. Due to this, it avoids probate. It's a perfect vehicle to hold life insurance, investments, and other assets.


The Sword & Shield Difference

What sets Sword & Shield apart is not just their commitment to affordability but also their personalized service. They understand that each individual's needs are unique, and their state-of-the-art software reflects this by producing tailored documentation for each client. We assist clients in completing the documents to protect families with their estate plans.


Securing Your Future with Sword & Shield

As we navigate the complexities of life and legacy planning, Sword & Shield Estate Planning stands ready to guide your family toward financial security and peace of mind. With Curtis Olsen at the helm, the process is dedicated to ensuring that your estate plan is not just a document, but a fully realized strategy for protecting your legacy.


For those looking to take the next step in securing their future, Sword & Shield Estate Planning invites you to begin the conversation and complete your estate plan today. With their expertise, client-focused approach, and innovative solutions, your future is in capable hands.


This announcement is crafted to highlight the innovative and client-centric approach of Sword & Shield Estate Planning, emphasizing the importance of informed decisions in estate planning and the unique benefits offered by the company under the leadership of Curtis Olsen.


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