Introducing GBR Financial Revocable Living Trust & Will Program

At GBR Financial Services, we are committed to helping you protect your assets, secure your family’s future, and ensure your final wishes are honored. Our new Revocable Living Trust & Will Program makes estate planning simple, affordable, and stress-free.

Our Estate Planning Services

Revocable Living Family Trust

A revocable living trust is a powerful estate planning tool that allows you to:

✔ Avoid Probate – Ensure a smooth transfer of assets without court delays.

✔ Maintain Control – Modify or revoke your trust at any time.

✔ Protect Your Family – Distribute assets according to your wishes.

✔ Ensure Privacy – Keep your estate matters confidential.

Our Complete Trust Package includes:

✅ Revocable Living Trust

✅ Last Will & Testament

✅ Pour-Over Will

✅ Durable Power of Attorney

✅ Healthcare Power of Attorney

✅ Living Will (Advance Directive)

✅ Trust Certification

✅ Assignment of Personal Property

$1,995

Stand-Alone Will

If a trust isn’t the right fit, a Last Will & Testament ensures your assets are distributed according to your wishes.

Our professionally drafted wills help:

✔ Appoint guardians for minor children.

✔ Name beneficiaries and asset distribution.

✔ Provide clear instructions to avoid legal complications.

$499

Why Choose GBR Financial Services?

✔ Comprehensive, Attorney-Quality Documents

✔ Affordable, Flat-Rate Pricing – No Hidden Fees

✔ Personalized Guidance for Your Unique Needs

✔ Peace of Mind Knowing Your Legacy is Secure

Common Estate Planning Mistakes to Avoid

• Failing to Fund Your Trust – A trust is only effective if assets are properly transferred into it. Forgetting to update deeds, account titles, or beneficiary designations can lead to probate.
• Not Updating Your Estate Plan – Life changes, such as marriage, divorce, births, deaths, or significant financial shifts, require updates to your trust or will.
• Choosing the Wrong Trustee or Executor – Selecting an unreliable or unqualified trustee can lead to mismanagement, conflicts, or delays in administering your estate.
• Overlooking Beneficiary Designations – Retirement accounts and life insurance policies pass directly to named beneficiaries, so failing to update them can lead to conflicts with your estate plan.
• Ignoring State-Specific Laws – If you move to another state, your existing estate plan may need adjustments to comply with local laws.
• Not Planning for Incapacity – Without a durable power of attorney and healthcare directives, your loved ones may need court approval to make financial or medical decisions on your behalf.
• Believing a Will Avoids Probate – A will still goes through probate, which can be time-consuming and costly. A properly funded trust helps avoid this process.
• DIY Estate Planning Without Legal Guidance – Using generic online templates can result in errors, omissions, or documents that don’t align with your specific needs or state laws.

At GBR Financial Services, we help you avoid these mistakes and create a customized, legally sound estate plan for peace of mind.