Privacy Policy

Sword & Shield Planning ("we," "us," or "our") provides estate planning document preparation services, educational resources, and related tools. You can reach us at (801) 680-1217 or curtis@swordshieldplanning.com, or by mail at 1198 S 3750 E, Spanish Fork, UT 84660.

• Contact details you provide (name, email address, phone number) through our forms.
• Information you share when requesting consultations, guides, or our services.
• Basic technical data such as browser type and pages visited, used to improve the site.

• To respond to your inquiries and provide the services you request.
• To schedule appointments and deliver documents and resources.
• To send service updates and, with your consent, occasional marketing messages.

We do not sell your personal information to third parties.

The Sword & Shield Planning messaging program sends conversational messages about inquiries, appointment reminders, service updates, and requested estate planning services. You may opt in by providing your phone number through our website chat and affirmatively agreeing to the disclosure shown there. Message frequency varies. Message and data rates may apply.

Opt-out: You can reply STOP to any message to unsubscribe at any time. Reply HELP for assistance, or contact us at (801) 680-1217.

Consent to receive text messages is not a condition of purchasing any goods or services. We do not sell, rent, or share SMS consent records or phone numbers with third parties or affiliates for marketing or promotional purposes. Information may be shared only with service providers that help deliver the messaging program, as necessary to provide the service and subject to confidentiality obligations.

We use reasonable administrative and technical safeguards to protect your information. No method of transmission over the internet is 100% secure, but we work to protect your data using industry-standard practices.

You may request access to, correction of, or deletion of your personal information by emailing curtis@swordshieldplanning.com.

We may update this policy from time to time. Changes will be posted on this page with an updated revision date.

Sword & Shield Planning
Address: 1198 S 3750 E, Spanish Fork, UT 84660
Phone: (801) 680-1217
Email: curtis@swordshieldplanning.com