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Category: Checklists

What to do after someone passes away

To-Do’s After Someone Passes Away

Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the

young family with horse

The 10 Step Process to Protect You and All You Love

The times have changed, and so has estate planning. Below you will find helpful insights into what estate

Checklist: How to Use Your Digital Family Vault

The Gentreo Digital Family Vault is a safe and convenient way to store all of your estate documentation

Checklist: How to Create Your Gentreo Pet Info Sheet

A Pet Information Sheet is a supplemental estate planning document that includes your pet’s emergency and vet contact

Checklist: How to Create Your Pet Trust with Gentreo

A Pet Trust is an easy way to ensure that your pet will have a permanent caregiver, and

Checklist: How to Create Your Gentreo Emergency Card

An Emergency Card is a document which allows you to list your personal medical information, emergency contacts, and

Checklist: How to Create Your Healthcare Power of Attorney with Gentreo

A Health Care Proxy – also known as a Power of Attorney for Health Care – allows you

Checklist: How to Create Your Financial Power of Attorney with Gentreo

With a Power of Attorney, you can appoint someone to make your financial decisions on your behalf when

Checklist: How to Create Your Living Revocable Trust with Gentreo

A Trust is a legal relationship that centers on a document where you transfer the legal ownership of

Checklist: How to Create Your Online Will with Gentreo

Your Will is one of the most important estate planning documents that you can create. It ensures that