Value Protector Plan: from $995
Guided document preparation, personal review, hard-copy delivery, and funding checklists.
See What's IncludedA Complete, Funded Living Trust Plan — Personally Guided, One Flat Fee
Professionally prepared estate-planning documents, a live review with our team, and step-by-step funding checklists — complete plans from $995, one flat price. You don't pay the balance until you're satisfied.
3,000+ Estate Plans Prepared · 17 Years in Estate Planning · Serving 49 States · CEP-Credentialed Founder
Flat-fee pricing · No hidden fees · Nationwide by video
How It Works
How We Work With You
- 01
Free Introductory Call
We walk you through our packages, process, and pricing. No pressure.
- 02
Meet Face to Face by Video
We learn about your family and goals, then you choose your package and complete a guided interview.
- 03
Review Together
We walk through your prepared documents with you to confirm names, dates, and details are accurate.
- 04
Sign & Notarize
Signature pages are labeled and documents are express-mailed with clear signing and notarization instructions. Online signing is available on Protector Plan Plus.
- 05
Fund Your Trust
You receive a step-by-step funding checklist, physical and electronic, to help you title assets into your trust. We're available for questions throughout.
Complete, Flat-Fee Trust Plans
Protector Plan Plus: $1,495
Our most popular plan adds online signing, electronic delivery, Document Vault access, and AfterMatters Planning.
See What's IncludedWhy Funding Matters
A trust generally only applies to assets titled into it. That's why every plan includes a funding checklist and instructions to help you retitle accounts, update beneficiaries, and coordinate deeds with the appropriate institutions and professionals.
Reviews
What Our Clients Say
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"They made it easy"
The process was so easy to follow. I had no idea where to start with estate planning, but Sword & Shield walked me through step by step.
Michael T. · Mar 16, 2026
"Affordable + Professional"
Clear, affordable pricing, no surprises. I knew exactly what I was paying for, and the end product was professional and complete.
Rachel K. · Mar 16, 2026
"Ready within days"
Professional, affordable, and fast. I expected this to take weeks, but my documents were ready within days.
Jessica L. · Mar 2, 2026
"Responsive and Thorough"
We chose the complete estate plan package and couldn't be happier. The team was responsive and thorough.
Thomas & Maria · Feb 17, 2026
Founder
Curtis Olsen
Curtis Olsen founded Sword & Shield in 2010 and has spent 17 years helping families organize and prepare their estate-planning documents, with more than 3,000 plans prepared across 49 states. He and his team meet with every client personally and stay available through signing and funding.
Book Your Free Planning CallAs Featured In
Ready to Get Your Plan in Place?
Book a free, no-obligation call with our planning team. Clear information, flat-fee pricing, no sales pressure.
Free introductory call · Flat-fee pricing · Nationwide by video