Customized Estate Planning with a complete plan all documents included full service support
Create a personalized estate plan tailored to your unique needs, including all essential documents such as a Will, Living Trust, Power of Attorney, and more. With Gentreo, you’ll also get everything you need to protect and prepare your family, including a digital vault, unlimited updates, Life Milestones™, and more.
Is estate planning for me?
Make sure you don’t leave a giant mess behind for your loved ones. Estate planning doesn’t just happen after you die; it’s a lifelong process and Gentreo is with you every step of the way.
Benefits of Estate Planning
Gentreo is the personalized, next-generation estate planning solution that brings together everything you need to create and manage your estate plan.
Peace of Mind
Protect Your Dependents
Protect Your Choices
Keep Your Plan
Up-to-Date
Prepare Your Family
What's Included?
Everything you need in one place, when you need it most. Control who has bank-encrypted, secure access to your information, documents, and choices.
Gentreo is a full-service digital estate planning solution and has been cited for excellence by U.S. News & World Report, AARP and Kiplinger.
Gentreo means "Three Generations" – we're here to help you protect your children, yourself, and your aging parents with estate planning.
Gentreo is a member of the Massachusetts Caregiver coalition. This innovative team of leading employers, advocates, and government partners are committed to recognizing, supporting, and building creative solutions that allow family caregivers to continue to thrive in the workplace while also caring for family at home.
I was able to plan my future and my family’s future easily and at a fraction of the cost.
Mike F.
I love my dogs more than anything. With Gentreo, they are now taken care of today and tomorrow.
Mary C.
Gentreo is peace of mind! My mother constantly loses her legal documents. Now, we have Gentreo and the Family Vault. I can now leave the state (literally!).
Kate B.
My mom died and I paid thousands to settle her estate because she thought she didn’t need a will. I won’t do that to my kids.
Tammy B.
