Everyone needs an estate plan. Create your Will, Power of Attorney, Trust, and other documents for 15% off with CU Offers*.

*When you use the code CUWORKS15 at checkout.

What is Estate Planning?

Estate planning is the process of preparing for the management and disposal of your estate after your death with documents like a Will or Trust. You also need documents that protect your wishes during your life in the event you become incapacitated – such as a Health Care Proxy or Power of Attorney.

Every capable adult needs an estate plan, whether you're rich or poor; single or married; 18 or 80. Protect your choices by preparing a Health Care Proxy; Power of Attorney and a Will or Trust. If you own a pet, you may also need a Pet Power of Attorney. 

If you don’t have an estate plan and you’re incapacitated due to an accident or illness, or you pass away unexpectedly, you leave these important decisions up to the courts. 

Without documents like a Will, Power of Attorney and Trust, you forfeit control over your choices and assets. Additionally, this places unnecessary emotional stress on your loved ones, significant legal costs and perhaps cause lasting family conflict.

What's Included in a Gentreo Estate Plan?

Gentreo is the personalized, next-generation estate planning solution that includes everything you need to create and manage your plan.

Create all of your documents for one price

Securely store & share documents & key information 

Access everything anytime, from anywhere

Update documents as life and laws change 

Get expert coaching & legal reviews

Gentreo members can create, store, and share a state-specific,
legally binding estate planning documents, including:

  • Last Will and Testament
  • Revocable Living Trust
  • Health Care Proxy
  • Power of Attorney
  • Pet Trust
  • Pet Power of Attorney
  • Pet Information Sheet
  • And more

Why People Love Gentreo

Simple, survey-style process
A fraction of the cost of traditional estate planning
Everything you need, state-specific, legally binding
Personalized approach with ongoing support
Online storage with vault security

Benefits of Estate Planning with Gentreo

Peace of Mind

Create, update, and securely store all of your estate planning documents in one easy-to-access place, for one price. 

Protect Your Dependents

Declare legal guardians and guarantee that your minor children, adult dependents, and pets will be cared for.

Express Your Wishes

State your wishes and name people you trust to make decisions for you if you cannot speak for yourself.

Expert Guidance & Important Notices

We let you know when changes in state and federal laws may affect your documents. Tap into Gentreo’s network of coaches and local attorneys* to help guide you through.

*Through Gentreo’s third-party partnerships. Included in some plans, or available for a fee.

Prevent Family Conflict
& Ease the Grieving Process

Leave friends and family the gift of support, clarity, and direction. Prevent confusion and family conflict by clearly expressing your wishes.


Choose Gentreo Diamond or Platinum plan levels to access additional resources to assist you in navigating your estate planning process, including:

1:1 coaching with document creation, updates, and end-of-life implementation

Initial document review with a licensed attorney & ongoing legal consultations

Pay as you go, or choose Platinum or Diamond plan levels to receive these services at no extra cost.
You can always downgrade to a lower plan level after your first year of membership.