- Digital Family Vault
Your family's most important documents, secure and accessible.
Store your estate planning documents, medical info, financial details, and more in one secure place. Share access with the people who need it, instantly.
- Bank-level security
- Access from anywhere
- You control who sees what
Bank-level encryption
Your documents are protected with industry-standard security
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What is the Digital Family Vault?
The Gentreo Digital Family Vault is a secure online space where you store all of your estate planning documents and critical information in one place. Documents you create with Gentreo are automatically saved to your vault.
You decide who has access to what. Share your Health Care Proxy with your doctor, your Power of Attorney with your financial advisor, or your full plan with your spouse. Everyone in your Gentreo Circle can access what you share from anywhere.
In an emergency, your family should not have to scramble to find your documents. The Digital Family Vault makes sure the right people can access the right information when it matters most.
Why it matters
Secure storage
Bank-level encryption protects your data
Controlled sharing
You choose who sees what
Access anywhere
Available online from any device
Always current
Update documents anytime
Everything you need, in one secure place
Your vault stores more than just the documents you create with Gentreo.
Estate planning documents
Will, Trust, Power of Attorney, Health Care Proxy, and pet documents
Financial information
Bank accounts, investments, insurance policies, and asset lists
Medical information
Doctor contacts, medication lists, insurance cards, and health records
Property and assets
Real estate details, vehicle titles, and digital asset information
Pet care details
Vet contacts, medications, feeding routines, and emergency info
Legacy messages
Record video messages for your loved ones to watch in the future
Share with your Gentreo Circle
Invite family members to join your circle. They get free Team Memberships to view the specific documents and information you choose to share.
Invite your circle
Add family members, a trusted friend, your doctor, or your financial advisor. They join with a free Team Membership.
Choose what to share
Decide exactly which documents and information each person can see. Your spouse might see everything, while your doctor only needs your Health Care Proxy.
Stay in control
Change permissions anytime. Revoke access, add new members, or update what’s shared as your life changes.
Protected by bank-level security
Gentreo uses industry-standard security to protect your information. Your documents are encrypted, and only the people you authorize can access them. You can change who has access at any time.
- SOC 2 certified security standards
- You control all access permissions
- Free Team Memberships for your circle members
All-inclusive estate planning
$150 / first year
Then just $50/year to keep everything current.
Your Digital Family Vault is included with every Gentreo plan. Store, share, and access your documents securely.
- Digital Family Vault
- Will (or Pour-over Will)
- Revocable Living Trust
- Power of Attorney
- Health Care Proxy
- Pet documents
- Unlimited updates
Start creating documents for free. Pay when you’re ready to finalize.
Frequently asked questions
Keep your family prepared.
Start storing and sharing your most important documents today.