Streamlining Your Estate Planning with Gentreo
March 7, 2024
Planning for the future isn’t just about retirement savings; it’s about ensuring your wishes are carried out after you’re gone. A well-crafted will provides peace
Category: Checklists
Estate Planning 10 Years Before You Retire
March 6, 2024
Ten years before you retire, estate planning becomes an important aspect of your financial and personal preparations. Here are some essential steps you should consider
A Sample Checklist of What goes into a Will
March 6, 2024
Here is a basic checklist of items that could go into a will: Personal Information: Name and address of the testator (the person making the
Estate Planning for Digital Currency – A Guide for Investors
February 3, 2023
Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral
Checklist: What an Executor Does After a Death
December 9, 2022
Locate the Will: The executor must locate the deceased person’s Will to determine who is appointed as the executor. Obtain Letters Testamentary: The executor must
Estate Planning for New Parents
December 9, 2022
Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your children if you and your spouse pass
To-Do’s After Someone Passes Away
December 8, 2022
Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the deceased. Notify close family members and friends.
The 10 Step Process to Protect You and All You Love
September 12, 2022
The times have changed, and so has estate planning. Below you will find helpful insights into what estate planning is, and discover Gentreo’s online digital
Checklist: How to Use Your Digital Family Vault
March 24, 2022
The Gentreo Digital Family Vault is a safe and convenient way to store all of your estate documentation online and together in one place. It
Checklist: How to Create Your Gentreo Pet Info Sheet
March 24, 2022
A Pet Information Sheet is a supplemental estate planning document that includes your pet’s emergency and vet contact information, feeding and exercise routines, medications and