The Gentreo Process: Completing Your Estate Plan with Ease
Estate planning is a crucial step in securing your future and ensuring that your loved ones are protected. Gentreo simplifies this process, making it easy to create, personalize, and securely store essential legal documents online. Whether you are new to estate planning or updating your existing documents, Gentreo provides a user-friendly and comprehensive solution. Here’s the best way to complete your estate plan using Gentreo.com.
Step 1: Create Your Gentreo Account
To begin, visit Gentreo.com and create an account. Once registered, you will gain access to Gentreo’s secure platform, where you can create, store, and update your estate planning documents.
Step 2: Complete Your Personal Profile
Before generating your documents, provide key personal details. This includes your full name, address, family members, and designated beneficiaries. Having this information readily available ensures accuracy and efficiency in document preparation.
Step 3: Generate and Personalize Your Essential Estate Planning Documents
Gentreo guides users through a step-by-step process to complete and personalize all essential estate planning documents, including:
- Last Will and Testament – Specifies how your assets will be distributed and who will serve as your executor.
- Revocable Living Trust – Helps manage and distribute your assets while avoiding probate. The survey allows you to create both a Pour-Over Will as well as your Living Trust, so you only need to complete one survey.
- Health Care Proxy – Appoints someone to make medical decisions on your behalf if you become incapacitated and outlines your preferences for end-of-life medical care.
- Power of Attorney – Designates someone to manage your financial and legal matters if you are unable to do so.
- Pet Trust – Allows you to name who would care your pets after you pass away and leave money and assets to do so.
- Pet Power of Attorney – Ensures your pets are cared for in the event you are unable to do so.
Once completed, Gentreo automatically creates a PDF of your document for easy access, printing, and signing. The PDF will also include step-by-step instructions on how to make that document legal in your state.
Step 4: Review and Customize Your Documents
After filling in your information, review each document to ensure accuracy. Gentreo’s platform allows you to make edits and tailor your documents to meet your specific needs.
Step 5: Sign and Notarize When Necessary
Some estate planning documents require notarization or witness signatures to be legally valid. Gentreo provides guidance on how to finalize your documents properly on the first page of the PDF. Each state and each document within each state may require different things to make it legal (or execute it); so be sure to pay specific attention to the requirements for that document. Executing your documents is simple:
- Print the documents for physical signatures.
- Get the documents notarized or witnessed according to the instructions on that document. If you are a member of a credit union or bank, be sure to call them first as many have free notarization for members.
- Be sure to keep a physical copy of the document and note the location in your Digital Vault.
Step 6: Store Your Documents Securely
Once signed and/or notarized, upload your completed documents to Gentreo’s Vault, a secure digital database. This ensures your documents are safely stored and easily accessible when needed.
Step 7: Share and Invite Trusted Individuals
Estate planning is only effective if your trusted individuals can access your documents when necessary. Gentreo allows you to securely invite and share your estate plan with family members, executors, attorneys, or healthcare agents. Sharing documents through Gentreo and is free for your team and allows them to securely view and download only what you’ve shared with them.
Step 8: Update as Needed
Life changes, and so should your estate plan. With Gentreo, you can update your documents anytime to reflect major life events such as marriage, the birth of a child, or changes in financial status.
Step 9: Access Support and Resources
If you have questions along the way, Gentreo offers a comprehensive Resource Center with helpful blogs and guides. For direct support, you can email the team at info@gentreo.com.
Gentreo makes estate planning straightforward, secure, and accessible. By following this step-by-step process, users can ensure their affairs are in order and that their loved ones are protected. Start your estate planning journey today with Gentreo.com, and gain peace of mind knowing your future is secure.
Don’t wait until it’s too late; start your estate planning journey with Gentreo today. By doing so, you’ll not only protect your loved ones but also gain the peace of mind that comes with knowing your legacy is secure. Click HERE to join now.
This article is for informational purposes only and should not be considered legal advice. Consult with a qualified attorney or estate planning professional for personalized guidance.
