Estate Planning Solutions with Wills & Trusts for Employees

Be there for your members employees customers clients biggest moments.

Gentreo is the first platform built around Life Milestones — turning the marriages, births, moves, and losses people navigate into moments of deeper engagement, trust, and growth.

Gentreo the world’s first AI powered Lifecycle Intelligence Platform for customer engagement, retention, and relationship continuity.

Employers & HR Teams

Offer the Benefits that Matter

Financial Services & Nonprofits

Add value for clients and members

Dedicated Partnership Support

Onboarding, training, and co-branded materials

Trusted by organizations serving 100,000+ families

The Life Milestone Gap is real — and it's yours to close.

1

96% of Americans want a proactive life planning platform.

2

91% of employees would use one if their employer offered it.

3

Only 4% say what their bank or credit union offers today is genuinely helpful.

4

Your customers want this from someone they trust. It should be you.

5

Gentreo Life Milestone Gap Survey, 2026.

Know Your Customers, Members, etc Better. Keep Them Longer.

Stronger relationships. Actionable insights. Meaningful engagement.

Life moves fast. New homes, new jobs, growing families, caregiving responsibilities, retirement, and everything in between. Every milestone is a moment when your members need guidance, support, and trusted solutions, if you know it’s happening.

Gentreo helps you understand where people are in their life journey and turns that knowledge into action. Deliver the right products, services, and resources to the right people at exactly the right time.

Imagine knowing a member is preparing for the birth of a child. How would you support them differently?

What if you knew someone was getting ready to buy a home, care for an aging parent, or prepare for retirement? How would you engage with them differently?

Instead of generic campaigns and one-size-fits-all outreach, you can create personalized experiences that build trust, deepen relationships, and increase loyalty. Know their lives, earn their trust, and keep their family with you for generations.

A benefit that serves your business

Two flexible pricing models to fit any budget.

Discounted seat licensing

Purchase Gentreo subscriptions at a discounted rate for your employees or members. Volume pricing minimizes per-seat cost.

Referral discounts

Offer estate planning at no cost to your organization. Share a referral link and your stakeholders receive a discount on their Gentreo plan.

Dedicated onboarding support and turnkey marketing materials

We provide co-branded flyers, email templates, and presentation decks to drive enrollment from day one.

Free, customized sales and educational resources

Your team receives webinars, FAQ sheets, and training guides tailored to your organization and audience.

Easy for you and easy for your stakeholders

No complex integrations, no IT resources needed. Employees sign up and start creating their estate plan in minutes.

How It Works

Getting started is simple. We do the heavy lifting so you can focus on your business.

1 Choose your plan

Select the pricing model that fits your organization: discounted seat licensing for bulk enrollment or referral discounts for a zero-cost option.

2 We handle onboarding

Gentreo provides co-branded marketing materials, email templates, training resources, and dedicated support to drive adoption.

3 Your stakeholders benefit

Employees, members, or clients create their estate plans through Gentreo’s guided online platform, all from the comfort of home.

Preparation for life's important moments

It starts with a foundation.

The foundation of who your customer is — their family, their assets, where they live, what they want to protect. It starts with the essentials: a will, a power of attorney, a secure place for what matters. Captured once, it lets you show up for every milestone that follows.

What your customers feel.

When life’s biggest moments arrive, your customers stay present for them — not lost in logistics More celebrating. Less figuring things out. More caring. Less paperwork. More living.

Gentreo

The first AI platform built around your customers’ Life Milestones — so they can focus on living them, and you can be there for every one.

Gentreo. More living.

Frequently asked questions

Any organization that wants to support the well-being of its stakeholders. Employers, HR departments, financial services firms, insurance companies, nonprofits, unions, and membership organizations all use Gentreo to provide estate planning as a benefit.

With seat licensing, your organization purchases Gentreo subscriptions in bulk at a discounted per-seat rate. You distribute access to your employees or members, and each person receives a full Gentreo plan including wills, trusts, power of attorney, health care proxy, and digital vault access.

The referral model lets you offer Gentreo to your stakeholders at no cost to your organization. We provide a unique referral link and co-branded materials. When employees or members sign up through your link, they receive a discount on their plan.

Gentreo provides turnkey onboarding including co-branded marketing materials, email templates, presentation decks, educational webinars, and a dedicated account manager. We make it easy to launch and drive adoption.

Yes. Less than 20% of people have an estate plan, which means the vast majority of your workforce is unprotected. Estate planning is applicable regardless of age, gender, ethnicity, socioeconomic or marital status. Whether someone just had a baby, bought a house, or is approaching retirement, they need a plan.

Every Gentreo plan includes a Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, Health Care Proxy, Pet Protection documents, and secure storage in the Digital Family Vault. Members can create and update all documents as often as needed.

Offering estate planning as a benefit improves employee satisfaction and retention, reduces time spent on personal legal matters during work hours, and demonstrates that your organization cares about the whole employee. It is a high-value, low-cost benefit that stands out in a competitive talent market.

Contact our partnerships team at partners@gentreo.com. We will walk you through pricing options, onboarding timelines, and customization possibilities. Most organizations are up and running within a few weeks.

Ready to offer Gentreo?

Contact our partnerships team to learn about custom pricing and onboarding support.