Terms of Service and Disclaimer

When you sign-in with us, you are giving  your permission and consent to send you email and/or SMS text messages. By checking the Terms and Conditions box and by signing in you automatically confirm that you accept all terms in this agreement.

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Disclaimer - Terms of Service

Sword and Shield Estate Planning is not a law firm, and its employees or agents are not attorneys.
This service does not provide legal advice, opinions, or recommendations about your rights, remedies, or legal options.
All documents are generated automatically based on the information you provide through our software.
You are solely responsible for reviewing and determining whether the resulting document meets your needs.

Other Disclaimers:

None of our company’s owners, staff, or representatives are attorneys.

We do not provide legal advice or interpretation.

Our role is limited to conducting an interview with the client to collect factual information required by the software.

The software then automatically generates the estate-planning documents (will, trust, or power of attorney) based entirely on the client’s responses.  We encourage our clients to complete the onlinew interview process on their own.

“All information you provide is used solely for document generation and is not reviewed or shared with attorneys.”

We do not review, edit, or customize the documents, and we do not see or modify the software’s legal content.

We do not refer clients to attorneys or other professionals.

Our fees are charged solely for the use of the software platform and technical support and delivery—not for legal services.

“I understand that Sword & Shield Estate Planning is not a law firm and that I am responsible for my legal decisions.”


If you require legal advice, please consult a licensed attorney in your jurisdiction.We provide a service that currently allows you to receive requests for feedback, company information, promotional information, company alerts, coupons, discounts and other notifications to your email address and/or cellular phone or device. You understand and agree that the Service is provided "AS-IS" and that we assume no responsibility for the timeliness, deletion, mis-delivery or failure to store any user communications or personalization settings.

You are responsible for obtaining access to the Service and that access may involve third party fees (such as SMS text messages, Internet service provider or cellular airtime charges). You are responsible for those fees, including those fees associated with the display or delivery of each SMS text message sent to you by us. In addition, you must provide and are responsible for all equipment necessary to access the Service and receive the SMS text messages. We do not charge any fees for delivery of email or SMS. This is a free service provided by us. However, please check with your internet service provider and cellular carrier for any charges that may incur as a result from receiving email and SMS text messages that we deliver upon your opt-in and registration with our email and SMS services. You can cancel at any time. Just text "STOP" to null. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us.

YOUR REGISTRATION OBLIGATIONS

In consideration of your use of the Service, you agree to:

  1. provide true, accurate, current and complete information about yourself as prompted by the Service's registration form (such information being the "Registration Data") and

  2. maintain and promptly update the Registration Data to keep it true, accurate, current and complete. If you provide any information that is untrue, inaccurate, not current or incomplete, or we have reasonable grounds to suspect that such information is untrue, inaccurate, not current or incomplete, we have the right to suspend or terminate your account/profile and refuse any and all current or future use of the Service (or any portion thereof).

Sword and Shield Estate Planning
1198 S 3750 E, Spanish Fork, UT 84660-6396
+1 +18016801217
[email protected]

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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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