
A Sample Checklist of What goes into a Will
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
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
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
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
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
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 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
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
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
A Pet Trust is an easy way to ensure that your pet will have a permanent caregiver, and to provide the financial resources to care
An Emergency Card is a document which allows you to list your personal medical information, emergency contacts, and other details so that this information is