Differentiate your
Employee
Member
Client
Customer
offering
with a lifelong benefit.
Expand your benefit offerings with Gentreo’s modern estate planning solution. Applicable, affordable, and fully customizable to your employees’ individual needs and budget.
Differentiate your Employee Member Client Customer offering with a lifelong benefit.
Expand your benefit offering with Gentreo’s modern estate planning solution. Applicable, affordable, and fully customizable to your unique needs and budget.
Saves users time, money, and provides peace of mind
Prevents negative impacts on work performance
A high-value, distinctly visible, low cost benefit
A benefit that serves your business
Discounted seat licensing options to minimize costs, or Referral discounts to offer estate planning at no cost to your organization.
Dedicated onboarding support & turnkey marketing materials
Free, customized sales &
educational resources
Easy for you and easy for your stakeholders
Benefits of Estate Planning with Gentreo
- On average less than 20% of stakeholders have an estate plan in place
- Applicable regardless of age, gender, ethnicity, socio-economic or marital status
- Dying intestate (without a Will) can lead to thousands in unnecessary legal bills
- Avoid chaos, uncertainty, and stressful family conflicts
- A high-value, distinctly visible, low-cost benefit
- Presents a modern solution to a universal need
- Minimizes distractions and other negative impacts on work performance
- Customizable, expert-led training and onboarding solutions
- Comprehensive, legally binding, state-specific documents
- Secure, accessible, centralized digital platform
- Access to Gentreo’s expert resources for complex situations
- Ongoing check-ins and updated information regarding local and federal law
Next Steps
Discounts for employers buying memberships for their employees or members are available starting at just 25 seats.
Contact us to discuss partnership options
Select your Gentreo offering
Begin onboarding and account setup
Contact us to discuss partnership options
Select your Gentreo offering
Begin onboarding and account setup
Download our FREE eBook for Small Businesses
Protect your business and secure your family’s future with actionable estate planning strategies tailored for small business owners. Register to receive your free copy of “Protecting Your Business and Legacy”.
