When it comes to estate planning, most people think it’s just about creating documents. This comparison looks at how Gentreo and Trust & Will approach estate planning—and what that means for you and your family. But in reality, it’s about something much bigger—making sure your family can access, understand, and use your plan when it matters most.

That’s where Gentreo is different.

What Gentreo Offers: A Complete Estate Planning System

Gentreo is designed to help you do more than just create a will. It provides a complete, easy-to-use system to create, organize, store, and share your estate plan throughout your life—and support you through major life moments.

Here’s what you get with Gentreo:

Estate Planning Documents

• Last will and testament
• Living trust and joint living trust
• Financial power of attorney (durable or limited)
• Medical power of attorney (also known as a Health Care Proxy)
  • Healthcare directive
  • Living will
  • HIPAA authorization
• Pet trust
• Pet power of attorney

Digital Family Vault

• Securely store documents and important information
• Keep everything organized in one place
• Access anytime, from anywhere there is internet access

Family Sharing

• Share documents with trusted individuals
• Give access to executors, family members, or agents
• Allow viewing and downloading—but not editing

Instant Access Button

• Quickly access documents shared with you—right from your phone
• Find critical information when you need it most
• Avoid searching through emails or paperwork in urgent moments

Free Technical Coaches

• Get help using the platform
• Ask questions about how to set things up

Ongoing Updates

• Update your documents anytime your membership is current
• Keep your plan current as life changes
• No need to start over

Life Milestone Planning & Partner Connections

Gentreo goes beyond estate planning by helping you navigate important life milestones.

Through Gentreo, you can connect to trusted partners who can help with services related to:

• Having a baby
• Getting married or divorced
• Caring for aging parents
• Travel and major life events
• End-of-life planning and honoring your legacy

This means Gentreo is not just a place to store documents—it’s a platform designed to support you through life’s biggest moments.

Simple, Transparent Pricing

• One clear price
• Everything included

How Trust & Will Works

Trust & Will, www.trustandwill.com, is an online estate planning platform founded in 2017 that helps users create wills and trusts through a guided process.

Their platform focuses on document creation, with optional membership features designed to help users maintain and update their plans over time.

Trust & Will Estate Planning & Membership: What’s Included

Will-Based Estate Plan (starting around $199)

• Last will and testament
• Healthcare directive (living will)
• Financial power of attorney
• HIPAA authorization

Trust-Based Estate Plan (starting around $499)

• Living trust
• Pour-over will
• Certificate of trust
• Schedule of assets
• Healthcare directive
• Financial power of attorney
• HIPAA authorization

Trust & Will Membership Features (~$49/year)

• Ongoing updates and edits
• Digital Safe for document storage
• Plan Strength Score with recommendations
• AI assistant for guidance
• Document downloads
• Annual printing and shipping of your estate planning documents

Key Differences That Matter

1. Estate Planning vs. Life Milestone Planning

Both Gentreo and Trust & Will help you create estate planning documents—but Gentreo is built to support you far beyond that.

Trust & Will:

• Focused on creating wills and trusts
• Provides tools to update and manage documents
• Adds features like storage and AI through membership

Gentreo:

• Designed around Life Milestones, not just documents
• Helps you take action during key moments like:
  • Having a baby
  • Getting married or divorced
  • Caring for aging parents
  • Travel
  • End-of-life planning

Why This Difference Matters

Most people don’t think about estate planning until something happens.

Gentreo is built for those moments.

Instead of asking:
“Do I have a will?”

Gentreo helps you ask:
“What do I need to do right now in my life—and how do I make sure everything is taken care of?”

2. Organization and Real-Life Access

Gentreo is designed to solve one of the biggest real-world problems:

Families often can’t find important documents when they need them.

With Gentreo:

• Everything is stored in the Digital Family Vault
• Organized and easy to access
• Shared with the right people

And with the Instant Access Button, you can:

• Access what others have shared with you directly from your phone
• Quickly find critical documents in emergencies
• Be prepared instead of scrambling

Trust & Will includes a Digital Safe, but its primary focus remains document creation rather than real-life access and readiness.

3. Membership Structure and Simplicity

Both Gentreo and Trust & Will use a membership model for ongoing updates.

Trust & Will:

• First year of updates typically included
• Ongoing updates require annual membership
• Features like storage, printing, and AI are tied to membership

Gentreo:

• One membership
• Everything included
• No separate tiers for core features

4. Complete Planning (Including Pets and Flexibility)

Gentreo includes:

• Pet trust and pet power of attorney
• Flexible financial power of attorney options
• A system designed for updates over time

Trust & Will focuses on core estate planning documents and does not emphasize expanded planning tools in the same way.

5. Built Around Life Milestones

This is where Gentreo stands apart.

Gentreo is designed to support you across your life—not just when you create documents.

Through its Life Milestone approach, Gentreo helps you:

• Take action during major life events
• Stay organized as your responsibilities grow
• Connect with trusted partners for additional support

Trust & Will focuses on creating and maintaining documents—but it is not designed as a broader life planning platform.

6. Printed Documents

Trust & Will:

• Provides printed copies of your documents
• Ships them to you (typically included with membership)

Gentreo:

• Documents are provided digitally
• Printed copies are not included, but available if requested
• Allows flexibility to print when and how you need based on your state’s requirements

Estate Planning Isn’t a Moment—It’s a Lifetime of Decisions

Most platforms help you create documents once.

Gentreo helps you navigate life as it changes.

That’s the difference between:

• A document tool
• And a life planning platform

Gentreo vs. Trust & Will

Why This Decision Matters

Estate planning is not just about creating documents.

It’s about:

• Keeping them updated
• Making sure they’re accessible
• Helping your family know what to do

Which One Should You Choose?

Choose Trust & Will if you:

• Want a guided way to create estate planning documents
• Prefer a document-focused platform
• Want AI tools and printed documents included

Choose Gentreo if you:

• Want a complete estate planning system
• Need to organize and store everything in one place
• Want to share your plan with family
• Want support through life’s major milestones
• Expect your life—and your plan—to change over time

The Bottom Line: Gentreo vs. Trust & Will

Trust & Will focuses on creating estate planning documents and offers additional features through membership.

Gentreo is built around life and estate planning—helping you create, organize, update, and share your entire plan while supporting you through life’s biggest moments.

Start Your Estate Plan Today

Don’t just create documents—create a plan your family can actually use.

With Gentreo, everything is organized, accessible, and ready when it matters most.