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    Sword and Shield Estate Planning

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3 Minutes Read

Simplify Estate Planning with the Sword and Shield Logix Funding Vault  

Estate planning is often regarded as a crucial task, yet it's surprising how many people overlook the importance of actively managing their plans once they're initially set up. According to recent statistics, a staggering 95% of estate holders neglect to revisit and update their plans after their creation. This oversight can lead to significant challenges for those left behind, as highlighted by the fact that 74% of executors describe estate settlement as one of the most difficult challenges of their lives.

Enter the Sword and Shield Logix Funding Vault, a revolutionary solution designed to streamline and simplify the estate planning process. With this innovative tool at your disposal, you can bid farewell to the stress and uncertainty associated with managing your estate plan.

Access Your Peace of Mind

One of the primary benefits of the Sword and Shield Logix Funding Vault is the assurance that your estate plan is always up to date and easily accessible. Say goodbye to the days of scouring through piles of paperwork or frantically trying to reach your estate planner for answers. With everything consolidated in one secure location, you can rest easy knowing that your loved ones will have access to everything they need when the time comes.

How It Works

  1. Upload Your Documents: Simply add or scan your estate plan documents, assets, and any other relevant information into your private, secure Sword and Shield Logix vault.
  2. Organization and Analysis: The Sword and Shield Logix platform will meticulously organize, categorize, and analyze your information, providing you with a summarized overview of your estate plan, including primary stakeholders and asset values.
  3. Maintain Key Contacts: Easily manage your contact list by adding other stakeholders connected to your estate, assigning roles, contact information, and access rights as needed.
  4. Continuous Monitoring: The platform takes over from there, continuously monitoring for milestones, mis-titled assets, and other triggers that may require your attention or that of your attorney.
  5. Receive Notifications: You'll receive automatic notifications whenever there's something that requires your review, such as a child reaching majority age, prompting a review of guardianship assignments.
  6. Annual Reviews: Regular annual reviews help identify changes in your estate and provide an opportunity to refresh your vault with new or revised documents and assets.
  7. Insightful Reporting: Every time you log into your account, you'll gain unique insights into the current state of your estate, as well as the composition and value of your tracked assets.
  8. Seamless Settlement: When it's time to settle your estate, your designated stakeholders will have access to your portfolio, equipped with everything they need to facilitate a smooth transition.


Don't let estate planning become a burden for you or your loved ones. With the Sword and Shield Logix Funding Vault, you can take control of your estate planning process with confidence and ease. Say goodbye to the stress and uncertainty of managing your estate plan and embrace a future where peace of mind reigns supreme.

Access the Sword and Shield Logix Funding Vault today and embark on a journey towards a more secure and organized estate plan.



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