- 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 have 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
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 are having them at the hardest possible moment, when they need clarity most.
We started in estate planning because that is where we saw it first. But we learned that was just one thread in a much bigger tapestry.
The real problem is not any single milestone. It is 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
Why it matters
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
Trusted by
100+
Financial institutions
rely on Gentreo to guide their members, customers, and clients through estate planning and more.
We help the institutions people trust most deliver clarity at the moments that matter most.
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.
- Our thesis
Estate planning is the foundation.
WHO WE SERVE
SOC 2 Type II Certified
Your data and privacy are protected with enterprise-grade security standards.
Ensuring families are protected is the most important work we can do.
Renee Fry
I never updated my documents when I got remarried. Now, I just did and I suggest everyone do this to make your family feel secure.
John Q.
My mom died and I paid thousands to settle her estate because she thought she didn’t need a will. I won’t do that to my kids.
Tammy B.
I knew I needed a will but didn’t want to waste the time or money. With Gentreo, I created a will quickly, easily and affordably!
John L.
Gentreo helped me make sure I knew who guardians of my children would be and decide what happens with my home.
Chris M.
I was able to plan my future and my family’s future easily and at a fraction of the cost.
Amy K.
I love that I can get everything put together in one place. Instead of a lawyer that I couldn’t afford, I got it done myself and shared with my kids.
Eric L.
What we value
Gentreo is the simplest way for you to create, store and share a legal plan to protect your family. We believe that every family deserves access to reliable digital resources, practical legal help, and continuous assistance that simplifies complex life decisions.
Family
There’s nothing more important in life than family. Helping you protect yours is our True North.
Empathy
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.
Optimism
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.
Equality
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. As we expand our life milestone platform, we continue building innovative tools, institutional partnerships, and educational resources that bring dependable legal assistance to families across the country.