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Redefining Estate Planning with a Complete Plan Customized Documents Expert Coaching Full Service Support Legal Reviews

More than just documents, Gentreo is a customized plan designed to meet your unique needs, support you throughout life, and help you protect what matters most. 

Redefining Estate Planning with a Complete Plan Customized Documents Expert Coaching Full Service Support Legal Reviews

More than just documents, Gentreo is a customized plan designed to meet your unique needs, support you throughout life, and help you protect what matters most. 

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.

Express your wishes. Protect your loved ones. Eliminate uncertainty.

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.

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Peace of Mind

Protect Dependents

Protect Your Dependents

Express Wishes

Protect Your Choices

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Keep Your Plan
Up-to-Date

Prevent Family Conflict

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.

The Top-Rated Online Estate Planning Solution

Gentreo is a full-service digital estate planning solution and has been cited for excellence by US News and World Reports, AARP and Kiplinger.

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.