Life is full of milestones. For example, you get married, welcome a
child, move, get divorced, lose a loved one, or become a
caregiver. These moments change everything—and no manual tells you how to navigate them.
To make life transitions easier, Gentreo and Duckbill have joined forces.
This powerful partnership connects Gentreo—the trusted home
for life and estate planning—with Duckbill, the smart, human-powered personal assistant that helps you take action when life gets complicated. Together, we’re helping individuals and families prepare, organize, and do what matters most during their biggest life transitions.
Gentreo: Your Hub for Life Milestones
At Gentreo, we believe that estate planning isn’t a one-time task—it’s a lifelong journey. And that journey is shaped by what we call Life Milestones™—the major moments that define your future.
- Getting married
- Having a baby
- Buying a home
- Caring for aging parents
- Starting a business
- Going through a divorce
- Experiencing a loss
Gentreo is designed to help you plan through every one of these moments—not just by creating documents like Wills and Trusts, but by giving you a complete platform to build, save, update, and share your plan over time.
You can create:
- Legally-valid Wills, Trusts, Powers of Attorney, and Health Care Proxies
- A Digital Family Vault to store and share your documents and all kinds of other important information securely
- A Life Inflection Point roadmap to guide your next steps
- And the ability to update your plan as life changes—with no extra cost.
Gentreo makes it easy, affordable, and accessible to plan for yourself and your family—through all of life’s changes.
Duckbill: The "To-Do" Help You Need Along the Way
If Gentreo is your why and what, then Duckbill is your how.
Powered by real people and smart AI, Duckbill takes everyday tasks off your plate. Whether you need help scheduling your appointment at your credit union to get your trust notarized or help locating a good daycare now that your little one is here, Duckbill is your go-to.
You chat. They get it done.
Here’s how Duckbill helps when life throws you a curveball:
- Had a baby? Need to schedule a pediatrician visit or find a night nurse? Duckbill can help.
- Moving? Duckbill can prompt you to update your estate documents with Gentreo—and help you locate local services, utilities, and a reliable moving company.
- Caring for an aging parent? Duckbill can help coordinate appointments and find in-home care.
- Lost a loved one? Duckbill takes care of to-dos like canceling subscriptions.
With Duckbill, you no longer have to remember every detail. You simply say what’s going on in your life—and your assistant helps with the tasks while guiding you to take the right steps through Gentreo.
Why This Partnership Matters
Life milestones are emotional, chaotic, and often overwhelming. Most people don’t plan because they don’t know where to start—and when they finally do, they’re too busy to take action.
That’s where this partnership shines.
Gentreo gives you the roadmap. We help you know what needs to be done, and when. Duckbill helps you follow through. Real people with real experience help you check items off your list.
Together, we make sure you’re protected—legally, emotionally, and practically. It’s about life planning—and having the right support at the moments when it matters most.
