- Company
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.
- No lawyer needed
- Update anytime
- Everything's included
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.
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.
We are growing fast.
We are looking for talented, intrepid souls. Come write part of our story.