Sword & Shield
HomeAbout UsTrust Legacy VaultBecome an AffiliateSign In
Schedule(801) 680-1217

Blogs & Resources

Blog

Real-world lessons from families we work with — plain-English guidance on estate planning, and building a legacy that lasts.

Estate Planning

The 5 Documents Every Family Needs (and Why 4 Are Useless Without the 5th)

Most families think a will is enough. Here's the small set of documents that actually keep your loved ones out of probate — and the one that ties them all together.

Jun 18, 20266 min read
Read article
Sword & Shield

Estate planning handled at a higher level — structured advice delivered by people who answer for their work.

(801) 680-1217
1198 S 3750 E
Spanish Fork, UT 84660

Services

  • Estate Planning

Company

  • About Us
  • FAQs
  • Contact
  • Schedule Appointment

* 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. You should consult with a licensed attorney in your state for legal advice.

© 2026 Sword & Shield Planning. All rights reserved. · Privacy Policy · Terms of Service

Text messaging is available through our website chat. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase. SMS consent and phone numbers are not sold or shared with third parties or affiliates for marketing. See our Privacy Policy and Terms of Service.