harvardfcu - Gentreo

A powerful benefit for Harvard Federal Credit Union members

As a member of Harvard FCU, you can create legally binding estate plans including wills and trusts to protect your family, assets, and choices.

Gentreo is the personalized, next-generation estate planning solution that includes everything you need to create and manage your plan.

Everything you need for one price

Securely share with the right people

Available anytime, from any device

Free updates when laws or your life evolves

Free coaching and member service

Create, store, and share a state-specific, legally binding estate plan.

Simple, survey-style process

A fraction of the cost of traditional estate planning

Everything you need, state-specific, legally binding

Free updates when laws or your life evolves

Online storage with vault security

Create, update, and securely store all of your estate planning documents in one easy-to-access place, for one price.

Declare legal guardians so your minor children, adult dependents, and pets will be cared for.

Name people you trust to make decisions for you if you cannot speak for yourself.

Whether it’s changes in your life or changes to your state’s laws, all updates are included so your estate plan always reflects your wishes.

Leave loved ones the gift of clarity. Prevent confusion and conflict by clearly expressing your wishes.

Estate planning that grows with your life, all in one secure place.

Available to all Harvard FCU members.