Our Story

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 15 years, I have had the privilege of guiding thousands of families, helping them protect their futures and secure 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.

Client Testimonials

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★★★★★
The process was so easy to follow. I had no idea where to start with estate planning, but Sword & Shield walked me through step by step.
- Michael T., Salt Lake City, UT
★★★★★
Professional, affordable, and fast. I expected this to take weeks, but my documents were ready within days.
- Jessica L., Provo, UT
★★★★★
I was nervous about doing my will online, but they made it clear and simple. The phone interview helped me understand everything.
- Robert D., Ogden, UT
★★★★★
I’ve put this off for years. Sword & Shield made the process painless, and now I know my family will be taken care of.
- Sandra P., American Fork, UT
★★★★★
What impressed me most was the personal touch. They actually called me, answered my questions, and didn’t make me feel rushed.
- David H., West Jordan, UT
★★★★★
Clear, affordable pricing—no surprises. I knew exactly what I was paying for, and the end product was professional and complete.
- Rachel K., Lehi, UT
★★★★★
We chose the complete estate plan package and couldn’t be happier. The team was responsive and thorough.
- Thomas & Maria G., Draper, UT
★★★★★
The documents are state-specific, which gave me confidence they’re valid. They explained everything in plain English.
- Angela W., Orem, UT
★★★★★
I liked that I didn’t need to hire a lawyer for thousands of dollars. Sword & Shield gave me exactly what I needed.
- Henry B., Layton, UT
★★★★★
Great experience from start to finish. The scheduling, intake call, and final delivery all felt seamless.
- Kimberly S., St. George, UT

Frequently Asked Questions

Your Questions, Answered Clearly

What is estate planning, and why do I need it?

Estate planning is the process of preparing legal documents that protect your assets, outline your wishes, and ensure your loved ones are cared for when you’re gone. Without it, the state decides how your property is divided, often creating delays, extra costs, and stress for your family.

How is Sword & Shield different from a traditional law firm?

Unlike most law firms, we specialize in state-specific, compliant estate planning documents through advanced legal software. This allows us to provide the same quality documents attorneys draft — but at a fraction of the cost.

Do I really need an attorney to create my estate plan?

No. You don’t always need to hire an attorney for a legally valid estate plan. Our service prepares state-compliant documents tailored to your unique needs. We also provide clear guidance so you understand what you’re signing and how it works.

What documents are included in an estate plan?

A typical plan may include:

- A Living Trust (if needed)
-A Last Will & Testament

- - Power of Attorney

- Advance Healthcare Directive / Living Will

- Guardianship Designations (for minor children)

We’ll help determine which documents fit your situation.

How much does it cost compared to hiring a lawyer?

Our approach saves clients 50% or more compared to traditional law firms. You’ll receive the same high-quality legal documents, but without the steep hourly attorney fees.

Can I update my estate plan later if my situation changes?

Yes! Life changes — and your estate plan should too. If you move to a new state, have a child, get married, or experience any other major life event, we can help you update your documents quickly and affordably.

How do I get started?

It’s simple: click the “Get Started Now” button, and you’ll be guided step-by-step through the process. Our team ensures your documents are accurate, compliant, and ready to protect what matters most.

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ADDRESS

1198 S 3750 E, Spanish Fork,

UT 84660-6396, USA

HOURS

(Appointments during regular business hours)

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