Estate Planning Handled at a Higher Level at an Affordable Price
Structured advice delivered by people who answer for their work. Built for individuals and organizations with real exposure, real assets, and no margin for error.
Our Services
Protection across every chapter
Estate Planning
Secure Your Legacy Before Life Decides for You.
Estate planning isn't about death, it's about control. Lock in your wishes today and keep your family fully protected and your assets secure no matter what.
Learn more about Estate PlanningComplete Funding Process
Ensure Protection from Probate
A plan that isn't funded is just a stack of paper. We guide you through the complete funding process so your assets are properly titled and your trust actually works when it matters most.
- Professional-grade estate planning tools
- Clear, guided workflows — no guesswork
- Built to hold up in the real world, not just on paper
- Designed to protect families, assets, and decisions
- Secure, private, and compliant
Complete Estate Plan
Everything in One Package
Get a funded revocable living trust, powers of attorney, healthcare directives, guardianship nominations, pour-over will, and more — plus online signing, notarization, and your first year of Document Vault included.
- Funded Revocable Living Trust
- Powers of Attorney & Healthcare Directives
- Pour-over Will & Guardian Nominations
- Online Signing and Notarization
- Document Vault — 1st Year Included
Reviews
Trusted by families and professionals
"They made it easy"
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.
"Affordable + Professional"
Clear, affordable pricing, no surprises. I knew exactly what I was paying for, and the end product was professional and complete.
"Ready within days"
Professional, affordable, and fast. I expected this to take weeks, but my documents were ready within days.
"Responsive and Thorough"
We chose the complete estate plan package and couldn't be happier. The team was responsive and thorough.
Leadership
Curtis Olsen
CEO & Founder
With decades of experience, our founder leads Sword and Shield with a vision of trust, integrity, and customer-centric solutions that solve real world problems.
Meet With MeAs Featured In
Ready to protect what matters?
Talk to an advisor who actually answers for the work. No pressure, no sales theater.
Free consultation · Licensed advisors · Nationwide
*Sword & Shield is not a law firm and does not provide legal advice. Our services and software are limited to providing general information and document preparation tools. We do not review, interpret, or apply the law to your specific circumstances. You should consult with a licensed attorney in your state for legal advice. See Full Disclosure.