As a member of Harvard FCU, you can create legally binding estate plans including wills and trusts to protect your family, assets, and choices.
Express your wishes.
Protect yourself & your loved ones.
Eliminate uncertainty.
Gentreo is the personalized, next-generation estate planning solution that includes everything you need to create and manage your plan.
Create all of your documents for one price
Securely store & share documents & key information
Access everything anytime, from anywhere
Update documents as life and laws change
Get expert coaching & legal reviews
Gentreo members can create, store, and share a state-specific,
legally binding estate plan, including:
- Last Will and Testament
- Revocable Living Trust
- Health Care Proxy
- Power of Attorney
- Pet Trust
- Pet Power of Attorney
- Pet Information Sheet
- And more
Why We Love Gentreo
Simple, survey-style process
A fraction of the cost of traditional estate planning
Everything you need, state-specific, legally binding
Personalized approach with ongoing support
Online storage with vault security
Benefits of Estate Planning with Gentreo
Peace of Mind
Create, update, and securely store all of your estate planning documents in one easy-to-access place, for one price.
Protect Your Dependents
Declare legal guardians and guarantee that your minor children, adult dependents, and pets will be cared for.
Express Your Wishes
State your wishes and name people you trust to make decisions for you if you cannot speak for yourself.
Expert Guidance & Important Notices
We let you know when changes in state and federal laws may affect your documents. Tap into Gentreo’s network of coaches and local attorneys* to help guide you through.
*Through Gentreo’s third-party partnerships. Included in some plans, or available for a fee.
Prevent Family Conflict
& Ease the Grieving Process
Leave friends and family the gift of support, clarity, and direction. Prevent confusion and family conflict by clearly expressing your wishes.
