Why We Started Gentreo: Protecting What You Love

We started Gentreo with a simple idea: to use technology to make it simple and affordable for you to legally protect your family. We’ve dedicated the past two years to help families easily create, store and share complete legal plans to protect what they love.

Legally binding in all 50 states

Reviewed by estate planning attorneys

Life doesn't happen in silos.

A person doesn’t face one milestone. They face dozens across a lifetime. Launching a career. Building wealth. Getting married. Having kids. Caring for aging parents. Planning retirement. Leaving a legacy.

Days blur. Roles change. We depend on them. Then, they depend on us.

Each transition comes with its own set of decisions, documents, conversations. Most people have never had them before. And they’re having them at the hardest possible moment—when they need clarity most.

We started in estate planning because that’s where we saw it first. But we learned that was just one thread in a much bigger tapestry.

The real problem isn’t any single milestone. It’s that people face dozens of critical transitions with no system, no guidance, no clarity. Scattered across institutions, advisors, spreadsheets. Forced to figure it out alone.

Gentreo exists to solve that.

Why it matters

Secure storage

Bank-level encryption protects your data

Controlled sharing

You choose who sees what

Access anywhere

Available online from any device

Always current

Update documents anytime

WHAT WE BUILT

Gentreo is the AI platform for life milestones. We map the decisions, documents, and conversations you need at each turn—so you can stay in the moment instead of drowning in the details.

More celebrating

Less figuring things out

More caring

Less searching

More living

What we do

Gentreo is the simplest way for you to create, store and share a legal plan to protect your family. It’s the best way people protect what they love.

Last Will & Testaments

Powers of Attorney

Health Care Proxy

Power Of Attorney

Digital Family Vault

WHO WE SERVE

Financial Institutions

Your members already come to you at key moments—a mortgage, a new baby, an inheritance. Gentreo is what they need at every one.

Employers

Life changes impact your people when they least expect it. Give them the guidance to stay focused on their work and their family.

Financial Advisors

Deepen client relationships across their whole life, not just one transaction.

Individuals

Navigate your biggest moments with clarity. Know what comes next before the stress starts.

What we value

Gentreo is the simplest way for you to create, store and share a legal plan to protect your family. It’s the best way people protect what they love.

There’s nothing more important in life than family. Helping you protect yours is our True North.

We know that it can be difficult to plan for a worst case scenario. Nonetheless, it must be done. Our approach is empathetic and sensitive to your needs. We hold your hand as we guide you through creating your important legal documents.
Our goal is to make it easy, simple and quick to create your Will, Power of Attorney, Health Care Proxy and Pet Power of Attorney and more.
We firmly believe that everyone should be able to protect their family. That's why we've made it simple and affordable to complete your estate planning needs.

We are growing fast.

We are looking for talented, intrepid souls. Come write part of our story.