Estate planning that grows with users
Estate planning is more than just creating a one-and-done document. It’s about having the right documents, at the right time, and using those documents. Plus, it’s more than just creating documents – it’s about having all the information needed with a few clicks of a button.
How It Works:
Choose which documents you want to create. Documents are state-specific and valid across all 50 states and DC.
Create your documents with easy-to-use surveys. Then, follow the step-by-step instructions to make them legal in your state.
Upload your executed documents and any other information so everyone in your circle knows where to turn in an emergency.
Keep your documents and information updated as your life changes and be sure to complete your annual review.
What's included in your Gentreo membership:
- Last Will and Testament
- Living Trust and Pour-Over Will
- Power of Attorney for Finances (limited and durable)
- Power of Attorney for Healthcare, also known as a Health Care Proxy, which includes a Living Will and HIPAA Release
- Pet Trust
- Pet Power of Attorney
- Emergency Card, for you and one for your pet too
- Gentreo Digital Vault
- Annual Review
Your plan, your life, your legacy.
What kind of support does Gentreo offer?
Gentreo makes estate planning easy for you with live phone and/or online guidance to make sure you’re getting the most out of your Gentreo membership. A Gentreo support specialist is not a lawyer (nor are we a law firm) and will not give legal advice.
A Gentreo support specialist can help walk you through all the benefits of your membership, like:
- How to prepare your family for an emergency
- How to use your secure Digital Vault
- How to add loved ones to your Circle
- How to create videos and documents to share your legacy
- How to find resources like notaries, funeral providers and more
What’s the cost?
Gentreo lets users create, store, and share their estate planning documents and important information for $150 the first year and $50 each year thereafter. This includes ALL your documents, like your Will, Living Trust, Health Care Proxy, Power of Attorney, Pet Trust, and more. It also includes your Gentreo Digital Vault, access to any information you shared to anyone in your circle, memorial videos, and more.
Any work done with our partners, such as partner attorneys, emotional support guides, notaries, and any product partners, is separate and often provided at discounted rates.
Notarizations
Contact a Gentreo Coach to see how we can help you find a notary in your area.
Each state and each document has its own requirements (for how it is witnessed, signed, notarized, etc.) to make it legal in your state. Instructions will be included on the first page of the document you create to inform you about what to do, or you can contact a Gentreo Support for assistance.
Partner Lawyers
Gentreo was created to be a self help estate planning software solution which addresses the needs of the overwhelming majority of Americans. However, there are times when you may want extra legal help. Gentreo Coaches can connect you with a licensed estate planning attorney as part of your membership.
Gentreo is not a law firm or a substitute for a law firm or attorney or an attorney’s advice or recommendations.
Funeral Planning
Save your family the burden of planning for your funeral after you’re gone. The Gentreo Digital Vault will walk you through stating and sharing your funeral wishes. If you need help expressing your final wishes, a Gentreo Coach can assist you. In addition, our partnership with eFuneral helps you find a provider in your area.
Family Support
Make sure your family is prepared in the event of an emergency. Do they know what your wishes are? Can they find documents? Do they know who to contact in the event of an emergency?
The Gentreo Digital Vault is your hub for getting your affairs organized and shared. Plus, if you need help, Gentreo Support can walk you through each step to ensure your documents and information are stored, shared and up to date.
Caring for aging parents or loved ones?
Make sure your loved ones’ documents and information are created and organized (each adult must have their own estate plan). Without an estate plan, you could be left cleaning up the mess, which could cost thousands of dollars and take years to settle. With Gentreo, you can help your loved ones create their own estate plan documents to save everyone time, money and prevent the need for costly court cases in the future.
Memorial Videos
Combine personal messages to your loved ones with photos, video clips and music to create a video that will help your memories and wishes live on. Simply submit your video files, photos and messages, and we’ll produce a professional-quality video that you can share with your loved ones.
Gentreo will produce a video, which will be stored on a private YouTube channel and shared only with you. From there, you are encouraged to upload it into your Digital Family Vault and share it with your loved ones. Your memories are yours and will always remain yours and Gentreo will not share them. Up to three revisions are included per video. Please allow 14 days for delivery.
