Getting Started with ShieldForge
A complete walkthrough to help you protect your assets and create your estate plan
For Individuals
Sign up as a client to access estate planning tools, document generation, and asset protection strategies. Includes a 3-day free trial.
For Law Firms
Sign up as an attorney to manage clients, automate document generation, and scale your estate planning practice. Includes a 24-hour free trial, then $2,500/month.
After creating your account, you'll be prompted to complete your profile. This helps us provide personalized recommendations and ensure all documents are tailored to your specific situation.
- Basic contact information
- State of residence (for jurisdiction-specific compliance)
- Business information (for law firms)
Our intelligent questionnaire uses branching logic to gather comprehensive information about your situation. You'll be asked about:
- Real estate holdings and property values
- Financial accounts and investment portfolios
- Business ownership and intellectual property
- Digital assets (crypto, NFTs, domain names)
- Privacy goals and asset protection needs
- Beneficiaries and distribution preferences
Tip: The questionnaire adapts based on your answers. Be thorough and honest to get the best recommendations. You can save your progress and return anytime.
Based on your questionnaire responses, ShieldForge will provide tailored recommendations for:
- Trust structures (revocable, irrevocable, land trusts, DAPTs)
- LLC formations for privacy and asset protection
- Tax optimization strategies with simulations
- Anonymity options and privacy enhancements
Once you approve the recommendations, ShieldForge automatically generates all necessary legal documents with:
- State-specific provisions and compliance requirements
- Built-in redaction controls for public/private versions
- Professional formatting and legal language
- Version tracking and audit trails
The final step is executing your documents and maintaining your estate plan:
- E-sign documents directly in the platform
- Get step-by-step execution guidance
- Track signature status and document completion
- Update your plan as circumstances change
Important: While ShieldForge documents are designed to be state-compliant, we strongly recommend having all documents reviewed by a licensed attorney in your jurisdiction before execution.
Ready to Get Started?
Create your account and begin protecting your assets today