Revocable Trusts

  • Let your family face probate delays, high costs, and public proceedings

  • Or avoid probate hassles—protect assets and transfer them privately, smoothly

Don't worry, we can help!

The Problem

When someone passes away, their assets often go through probate—a lengthy, costly, and public court process. Probate can eat into an estate's value with legal fees, administrative costs, and delays that may last months or even years. For families, this process can create unnecessary stress at an already difficult time and may also make personal financial matters part of the public record.

The Solution

A revocable trust allows individuals to transfer ownership of assets into a private legal structure that they control during their lifetime. Upon death, the assets held in a revocable trust can pass directly to chosen beneficiaries, bypassing the probate process altogether. This approach generally leads to expedited asset transfers, reduced legal costs, and increased privacy for the estate and its heirs.

The Results

By implementing a revocable trust, families avoid the hassle, expense, and publicity of probate. Loved ones can receive their inheritances quickly and privately, without court intervention or unnecessary delays. The end result is greater control, peace of mind, and preservation of estate value for future generations.

© 2025 GL Smart Plans - All Rights Reserved.

Insurance licensed retirement planning specialists. Securities not offered.