FHFinancial HouseProfessional Directory
Back to directory
Headshot of Curtis Olsen

Estate Planning Professional

Curtis Olsen, CEP

Sword and Shield Planning

No reviews yetSpanish Fork, UT
Send an inquiry

About

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.

Services offered

  • • All Estate Planning Documents: Wills
  • • Living trusts
  • • Powers of attorney
  • • Health Care Directives

Credentials & certifications

CEP

Areas served

Nationwide

Languages: English, Spanish

Fee structure: Fee-based

Experience: 17 years

Client reviews

0.0 / 5

Be the first to share your experience.

Leave a review

Reviews are checked by our team before they appear publicly.

Select a rating