Legal & Compliance Disclosures

At Sword & Shield, we are committed to transparency, compliance, and protecting our clients, partners, and affiliates. Please review the following disclosures carefully.

Not a Law Firm / No Legal Advice

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 related to insurance and estate planning.

We do not review, interpret, or apply the law to your specific circumstances. Any information provided through our platform is for educational and informational purposes only.

You should consult with a licensed attorney in your state for legal advice or for review of any estate planning documents.

Document Preparation Services Only

Sword & Shield provides professional-grade estate planning software and guided tools used by legal professionals to help individuals organize and prepare their estate planning documents.

We do not:
• Determine legal strategy
• Recommend specific legal structures
• Provide personalized legal opinions

All legal decisions remain the responsibility of the client and their licensed legal advisor.

No Tax or Investment Advice

Sword & Shield is not a CPA firm or registered investment advisor. We do not provide tax, accounting, or investment advice.

Clients should consult with a licensed CPA, tax professional, or financial advisor for advice related to taxes, investments, or financial planning.

No Attorney-Client Relationship

Use of Sword & Shield’s services does not create an attorney-client relationship between you and Sword & Shield or any of its affiliates.

State Law Variations

Estate planning laws vary by state. Our tools are designed to support general document preparation but may not address all state-specific legal requirements.

It is your responsibility to ensure that any documents you use comply with the laws of your state. We strongly recommend review by a licensed attorney in your jurisdiction.

Limitation of Responsibility

Sword & Shield is not responsible for:

• Legal outcomes
• Document enforceability
• Court acceptance of any documents

Final responsibility for the accuracy, legality, and effectiveness of any estate planning documents rests with the client and their chosen legal counsel.

Acceptance of Terms

By using Sword & Shield’s services, software, or tools, you acknowledge and agree to these disclosures and limitations.

Contact Us

For questions or to submit a privacy request:

801-680-1217
1198 S 3750 E, Spanish Fork,

UT 84660-6396, USA
Email: info@swordandshieldestateplanning.com