Estate Plan Pricing
Two straightforward packages with published pricing. No hidden package fees — choose the level of delivery and support that fits your family.
Value Protector Plan
A comprehensive document-preparation package for organizing your wishes, assets, and family information. Documents delivered in hard copy only.
Starting at $995Individual or Couples
- Funded Revocable Living Trust
- Powers of Attorney
- Healthcare Directives
- Nomination of Guardian
- Guardianship Papers for Minor Children
- Pour-over Will
- Certification of Trust
- Declaration of Trust
- Marital Property Agreement
- Assignment & Distribution of Personal Property
- Assignment of Business Interests
- Final Instructions
- Funding Instructions
- Trust Funding Process & Checklist
- Hard Copy Document Delivery Only
Most Popular
Protector Plan Plus
Everything in the Value Protector Plan, plus guided signing, notarization, hard-copy and electronic delivery, and a secure Document Vault.
Only $1,495Individual or Couples
- Everything in the Value Protector Plan
- Online Signing and Notarization
- Documents Delivered in Hard Copy and Electronically
- Document Vault — 1st Year Included, $25/Year After
- AfterMatters Planning Access
Prices cover the listed document-preparation tools and administrative support. Sword & Shield is not a law firm and does not provide legal, tax, or financial advice.