Gentreo News & Blog

Why a Digital Vault is the Backbone of Modern Estate Planning
Estate planning has always been about protecting loved ones, clarifying wishes, and ensuring assets are passed on smoothly. Traditionally, this meant paper wills, binders of

Choosing the Best Online Will for Complex Family Needs
Estate planning is rarely one-size-fits-all. While a simple will may be enough for someone with a straightforward situation, many families today have more complex needs.

The Holiday Conversation Estate Planning Worksheet*
Your credit union, together with Gentreo, is here to help make estate planning simple, affordable, and secure for every family. This worksheet is designed as

Making a Living Trust Online to Avoid Probate Hassles
Estate planning is rarely simple, especially when family dynamics are complex. Blended families, second marriages, dependents with special needs, or shared business interests all require

Integrating an Online Trust and Will for Complete Protection
Estate planning is one of the most important steps you can take to protect your loved ones and your legacy. Many people think they only

Estate Planning in 2025: What You Need to Know to Protect Your Family and Your Future
Estate planning in 2025 is more important than ever. Today, estate planning goes beyond just deciding “who gets what.” It covers digital assets, caregiving decisions, pets, and long-term financial protection.