The Gentreo Personal Touch
Estate planning is more than just creating a one-and-done document. Our coaches will help walk you through Gentreo. Create the estate plan that works for you and your family at each stage of your life.
How It Works:
Choose your plan from Gentreo’s two levels of service. All plans include all core documents, annual reviews, and more…
Connect with a Gentreo Coach to learn more about estate planning and Gentreo’s comprehensive, affordable service.
Complete your state-specific documents, and follow the included instructions to make them official with a notary, witnesses, and signatures.
Upload your documents to your secure Digital Vault and share access with those you choose, so everyone knows where to turn.
Your plan, your life, your legacy.
What is a Gentreo Coach?
Gentreo Coaches offer you live phone and/or online advice to make sure you’re getting the most out of your Gentreo membership. A Gentreo Coach is not a lawyer (nor are we a law firm), but they can help explain what documents are, how to create them and how to use them. Better yet, a Gentreo Coach can help walk you through all the benefits of your membership, like:
- How to prepare your family for an emergency
- How to use your secure Digital Vault
- How to add loved ones to your Circle
- How to create videos and documents to share your legacy
- How to find resources like notaries, funeral providers and more
What's the cost?
Gold Plan
Free 15-minute onboarding,
$50 per hour afterwards
Platinum Plan
Free 30 minute onboarding,
+2 free hours per year
and $50 per hour afterwards
Notarizations
Contact a Gentreo Coach to see how we can help you find a notary in your area.
Each state and each document has its own requirements (for how it is witnessed, signed, notarized, etc.) to make it legal in your state. Instructions will be included on the first page of the document you create to inform you about what to do, or you can contact a Gentreo Coach for assistance.
If your state requires your documents to be notarized and allows remote online notarization, Gentreo – through our partnership with eNotaryLog – can help you get your documents notarized online.
What's the cost?
Gold Plan
Price is based on your location (sometimes free!)
Platinum Plan
One session per year included
Partner Lawyers
Gentreo was created to be a self help estate planning software solution which addresses the needs of the overwhelming majority of Americans. However, there are times when you may want extra legal help. Gentreo Coaches can connect you with a licensed estate planning attorney as part of your membership.
Gentreo is not a law firm or a substitute for a law firm or attorney or an attorney’s advice or recommendations.
What's the cost?
Gold Plan
Price is set by attorney
Platinum Plan
*A Gentreo Coach can help you find an approved attorney. It is up to you to decide to use that attorney or not. Gentreo will pay for up to one hour of the Gentreo-approved attorney’s time or up to $300, whichever is less. Gentreo does not pay for attorneys outside of the Gentreo network.
Contact a Gentreo Coach today to get started.
Funeral Planning
Save your family the burden of planning for your funeral after you’re gone. The Gentreo Digital Vault will walk you through stating and sharing your funeral wishes. If you need help expressing your final wishes, a Gentreo Coach can assist you. In addition, our partnership with eFuneral helps you find a provider in your area.
What's the cost?
Gold Plan
$50 per hour
Platinum Plan
$50 per hour
Family Support
Make sure your family is prepared in the event of an emergency. Do they know what your wishes are? Can they find documents? Do they know who to contact in the event of an emergency?
The Gentreo Digital Vault is your hub for getting your affairs organized and shared. Plus, if you need help, a Gentreo Coach can walk you through each step to ensure your documents and information are stored, shared and up to date.
Caring for aging parents or loved ones?
Gentreo Coaches can walk you through making sure your loved ones’ documents and information are created and organized (each adult must have their own estate plan). Without an estate plan, you could be left cleaning up the mess, which could cost thousands of dollars and take years to settle. With Gentreo, you can help your loved ones create their own estate plan documents to save everyone time, money and prevent the need for costly court cases in the future.
What's the cost?
Gold Plan
$50 per hour
Platinum Plan
$50 per hour
Memorial Videos
Combine personal messages to your loved ones with photos, video clips and music to create a video that will help your memories and wishes live on. Simply submit your video files, photos and messages, and we’ll produce a professional-quality video that you can share with your loved ones.
Gentreo will produce a video, which will be stored on a private YouTube channel and shared only with you. From there, you are encouraged to upload it into your Digital Family Vault and share it with your loved ones. Your memories are yours and will always remain yours and Gentreo will not share them. Up to three revisions are included per video. Please allow 14 days for delivery.
What's the cost?
Gold Plan
$100 per video
Platinum Plan
1 free video per year
($100 per additional video)
