A trust only protects what's actually in it.

Many trusts are signed and never funded. We make sure your accounts and property are titled to your trust, then store your documents in the secure Sword & Shield Legacy Vault.

What's included

Funding review

We review your accounts, property and beneficiary designations against your trust.

Retitling help

Step-by-step help retitling your assets to the trust.

Legacy Vault access

Secure storage for your signed documents and your Family Readiness Planner.

One flat fee

No hourly billing. One price, start to finish.

Trust Funding + Legacy Vault

$397

Flat fee. No hourly billing.

Already a Sword & Shield trust client? This is included free. Call (801) 680-1217.

Questions

Do I need to have my trust done by Sword & Shield?

No. We work with any revocable living trust.

What do I need to bring?

Your trust, and the Master Information Organizer from the Family Readiness Planner if you have it.

Is this legal advice?

No. This is document preparation and organization support only. We're not attorneys.