Terms of Service

By accessing or using the Sword & Shield Planning website and services, you agree to these Terms of Service. If you do not agree, please do not use this website.

Sword & Shield Planning provides estate planning document preparation services, educational content, and related tools. We are not a law firm and do 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.

You agree to use this website only for lawful purposes and in a way that does not infringe the rights of others or restrict their use of the site. Content on this site is provided for general informational purposes and may not apply to your specific situation.

By providing your phone number through our website chat and affirmatively opting in, you agree to receive conversational text messages from the Sword & Shield Planning messaging program. Messages may concern inquiries, appointment reminders, service updates, and requested estate planning services. Message frequency varies. Message and data rates may apply.

• Reply STOP at any time to opt out of text messages.
• Reply HELP for help, or call (801) 680-1217.
• Consent to receive texts is not a condition of purchase.
• Carriers are not liable for delayed or undelivered messages.
• SMS consent records and phone numbers are not sold or shared with third parties or affiliates for marketing or promotional purposes.

All content on this website — including text, graphics, logos, and software — is the property of Sword & Shield Planning and may not be reproduced without written permission.

To the fullest extent permitted by law, Sword & Shield Planning is not liable for any indirect, incidental, or consequential damages arising from your use of this website or our services.

These terms are governed by the laws of the State of Utah, without regard to conflict of law principles.

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