Everyone needs an estate plan. Create your Will, Power of Attorney, Living Trust, and more. Save $50 the first year with CU Offers*.
As a CU Offers member you can create all your documents for only $100 the first year and $50 a year thereafter when you use the promo code cuoffers !
- Express your wishes
- Name guardians for children & pets
- Decide how your assets should be distributed
- Protect your choices
- Preserve your legacy
*When you use the code cuoffers at checkout.
What is Estate Planning?
Estate planning is the process of preparing for the management and disposal of your estate after your death with documents like a Will or Trust. You also need documents that protect your wishes during your life in the event you become incapacitated – such as a Health Care Proxy or Power of Attorney.
Every capable adult needs an estate plan, whether you're rich or poor; single or married; 18 or 80. Protect your choices by preparing a Health Care Proxy; Power of Attorney and a Will or Trust. If you own a pet, you may also need a Pet Power of Attorney.
If you don’t have an estate plan and you’re incapacitated due to an accident or illness, or you pass away unexpectedly, you leave these important decisions up to the courts.
Without documents like a Will, Power of Attorney and Trust, you forfeit control over your choices and assets. Additionally, this places unnecessary emotional stress on your loved ones, significant legal costs and perhaps cause lasting family conflict.
What's Included in a Gentreo Estate Plan?
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 planning documents, 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 People Love Gentreo
Easy
Simple, survey-style process
Simple, survey-style process
Affordable
A fraction of the cost of traditional estate planning
A fraction of the cost of traditional estate planning
Comprehensive
Everything you need, state-specific, legally binding
Everything you need, state-specific, legally binding
Supportive
Personalized approach with ongoing support
Personalized approach with ongoing support
Secure
Online storage with vault security
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.
Overwhelmed?
Choose Gentreo Diamond or Platinum plan levels to access additional resources to assist you in navigating your estate planning process, including:
1:1 coaching with document creation, updates, and end-of-life implementation
Initial document review with a licensed attorney & ongoing legal consultations
Pay as you go, or choose Platinum or Diamond plan levels to receive these services at no extra cost.
You can always downgrade to a lower plan level after your first year of membership.
You can always downgrade to a lower plan level after your first year of membership.
