Employee Member Client Customer offering
with a lifelong benefit.
Expand your benefit offerings with Gentreo’s modern estate planning solution. Applicable, affordable, and fully customizable to your employees’ individual needs and budget.
Differentiate your Employee Member Client Customer offering with a lifelong benefit.
Expand your benefit offering with Gentreo’s modern estate planning solution. Applicable, affordable, and fully customizable to your unique needs and budget.
Saves users time, money, and provides peace of mind
Prevents negative impacts on work performance
A high-value, distinctly visible, low cost benefit
A benefit that serves your business
Discounted seat licensing options to minimize costs, or Referral discounts to offer estate planning at no cost to your organization.
Dedicated onboarding support & turnkey marketing materials
Free, customized sales &
Easy for you and easy for your stakeholders
Benefits of Estate Planning with Gentreo
- On average less than 20% of stakeholders have an estate plan in place
- Applicable regardless of age, gender, ethnicity, socio-economic or marital status
- Dying intestate (without a Will) can lead to thousands in unnecessary legal bills
- Avoid chaos, uncertainty, and stressful family conflicts
- A high-value, distinctly visible, low-cost benefit
- Presents a modern solution to a universal need
- Minimizes distractions and other negative impacts on work performance
- Customizable, expert-led training and onboarding solutions
- Comprehensive, legally binding, state-specific documents
- Secure, accessible, centralized digital platform
- Access to Gentreo’s expert resources for complex situations
- Ongoing check-ins and updated information regarding local and federal law
Partner discounted pricing starts at $85 per person, per year.
Lower prices available for employers buying memberships for their employees or members. Contact us to learn more.
Contact us to discuss partnership options
Select your Gentreo offering
Begin onboarding and account setup
Download our FREE eBook for Businesses
Get access to our FREE eBook: “Estate Planning Evolved: How To Determine Which Plan Is Right for Your Employees, Members, and Clients”.
Inside, you will find all of the information you need to understand estate planning and how it impacts your employees, members, clients and customers.