About Us
Personal Guidance. Professionally Prepared Documents.
Since 2010, Sword & Shield has helped more than 3,000 families across 49 states organize and prepare their estate-planning documents through a clear, personal, flat-fee process.
3,000+ Estate Plans Prepared · 17 Years in Estate Planning · Serving 49 States · CEP-Credentialed Founder
Flat-fee pricing · No hidden fees · Nationwide by video
Built on Trust
A clear, accountable process for organizing estate-planning documents and next steps.
Client-Centered
Our guided process helps you organize your information and document choices at your own pace.
Process-Focused
Straightforward document-preparation tools, transparent pricing, and clearly defined support.
Leadership
Curtis Olsen
Founder & CEO
Curtis Olsen founded Sword & Shield in 2010 and has spent 17 years helping families organize and prepare their estate-planning documents, with more than 3,000 plans prepared across 49 states. He and his team meet with every client personally and stay available through signing and funding. Sword & Shield is a document-preparation company and is not a law firm.
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