Your Will is Your Sword. Your Trust is Your Shield.
Learn how these essential Fortress Builder™ tools work together to protect your legacy from probate court and ensure your wishes are honored.
No obligation • 100% confidential
The 'Simple Will' Trap
Many people believe that drafting a simple will is all they need to do to protect their family. They hit a wall of shock when they learn that a will does not avoid probate. In fact, a will is essentially a set of instructions for the probate court. This means their family will still face a public, expensive, and lengthy court process to have the will's instructions carried out.
"A will guarantees probate. A living trust avoids it."
The Power of a Coordinated Defense
The epiphany is realizing that a will and a trust are not an 'either/or' choice; they are a powerful combination in your Fortress Builder™ plan. The trust acts as your shield, holding your most valuable assets and making them legally invisible to the probate court. The 'pour-over' will acts as your sword, a safety net that automatically transfers any forgotten or newly acquired assets into your trust. Together, they provide a comprehensive defense for your legacy.
The 'Shield & Sword' System
How we combine a trust and a will to provide maximum protection.
Step 1: The Trust Shield
We create a Revocable Living Trust to hold your major assets, making them bypass the probate court system for a private and instant transfer to your heirs.
Step 2: The 'Pour-Over' Will Sword
We draft a special will that acts as a safety net, directing any assets left outside the trust to be 'poured into' it upon your passing, securing your entire estate.
Step 3: Fortress Fortification (Funding)
The most critical step: we guide you in properly titling your assets into the trust, making the shield and sword fully effective and your fortress secure.
What You Get In Your Free Strategy Session
This isn't just a phone call. It's the first step to taking back control.
Free Will vs. Trust Comparison
A clear, plain-language explanation of how each tool works and which is right for your specific goals.
Free!
Personalized Probate Cost Calculator
We'll estimate the real-world cost and timeline your family would face in probate court based on your current assets.
Free!
Your Family Fortress Checklist
A simple guide to help you identify the key people (trustees, guardians) and assets that need to be part of your plan.
Free!
Total Value: $0
Yours FREE Today
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Get Your Free, No-Obligation Case Review
Let us put our proven process to work for you. Find out what your case is really worth.
Proven Results in Wills & Trusts Cases
You need a firm with a track record of success in cases just like yours.
What Our Client Said
“I thought my will had me covered. The team at The Action Firm explained how a trust would protect my kids from the nightmare of probate. The Fortress Builder plan they created for us was the best decision we ever made for our family's security.”
A Case In Point
of Court Delays Avoided
Disclaimer: The testimonial and case result are from past cases and do not guarantee a similar outcome for your case. Each case is unique.
Answering Your Wills & Trusts Questions
Yes, absolutely. It's 'revocable,' meaning you can change it, amend it, or even cancel it entirely at any time, as long as you are competent. It's a flexible tool that grows with you.
Transparent Flat-Fee Pricing
We believe in clarity and peace of mind. You'll know the full, flat-fee cost of your custom Fortress Builder™ plan upfront. There are no hidden fees, no hourly bills, and no surprise costs. Ever.
Justice Knows No Zip Code: We Serve All of Utah
Whether you're in the heart of Salt Lake City, the growing communities of Utah County, the suburbs of Davis and Weber counties, or the rural landscapes from Logan to St. George, our commitment is unwavering. The Action Firm leverages technology for seamless representation and our trial lawyers are prepared to travel to you, investigate your case on-site, and fight in your local courthouse. For your Wills & Trusts case, you deserve a top-tier litigation firm, no matter where you live.
More Practice Areas
Rideshare Accidents
Navigating complex insurance claims after an Uber or Lyft crash.
Slip & Fall
Holding property owners accountable for injuries caused by unsafe conditions.
Estate Planning
Build a legal fortress around your assets and legacy for the ones you love.
Bus Accidents
Navigating complex claims against government and private entities.
You Have Nothing to Lose and Everything to Gain
Your fight deserves a champion. Let our team provide the clarity and action you need right now.