Gentreo

What Gentreo is

Gentreo provides guided online estate planning and life-milestone support for individuals and families. Its document options include a Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, Health Care Proxy, and pet documents, along with access to a Digital Family Vault. The guided process creates state-specific documents described as valid across all 50 states and Washington, DC. The vault can hold estate, medical, financial, property, and pet-care information, plus legacy videos. Users decide what to share with Gentreo Circle members, who get free Team Memberships with view and download access. Gentreo says vault data is encrypted and cites bank-level security and SOC 2 certified security standards. Users can begin creating documents at no charge and pay when ready to finalize them. The All-inclusive estate planning plan is $150 a year, billed $150 for the first year and then $50/year; it includes unlimited updates. The web service has no mobile app, but its website is responsive on phones and tablets. Gentreo says it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.

Who it suits

It suits individuals and families seeking guided online estate-planning documents and a place to organize related records. Organizations such as employers, financial services firms, insurers, nonprofits, unions, and membership groups can also offer it as a benefit.

Limits

Free document creation does not include finalization; users pay when they are ready to finalize documents. The all-inclusive plan is billed at $150 for the first year and then $50/year.

Getting started

1. Visit the Gentreo website.
2. Start creating estate planning documents for free.
3. Choose documents and vault access through the all-inclusive estate planning plan if needed.
4. Pay when ready to finalize documents.
5. Access the responsive website on a phone, tablet or other internet-connected device.

Verdict

Gentreo combines guided estate-planning documents with a family information vault and sharing controls. Note its stated legal limitations and that mobile access is through the responsive website rather than an app.