Affordable, new, and timely benefits to enhance your offerings
We’ve made it easy to bring Gentreo to your clients. Register today to get instant access to sales information and helpful resources, and access the ability to schedule webinars and more for your clients.
An employee benefit that keeps giving.
None of us really want to think about what will happen when we die, but it’s important to have a plan in place. Otherwise, loved ones may experience undue stress and extra costs at a time that’s already extremely difficult.
Gentreo is the online estate planning tool that brings peace of mind to your clients’ employees. When they sign up with your unique code, you get a commission from their membership fee. Complete the form below to request your personalized code.
What is Estate Planning?
Watch this FREE webinar to learn what an estate plan is and how to create one based on your life and choices – quickly and affordably. Find out how to store and update important documents and information so everyone knows where to turn. Plus, discover ways to encourage your family members to prepare now and create their own estate plan. Hosted by estate planning attorney Mary Kate D’Souza, this free webinar will give you the opportunity to learn how to create the plan that works for you and how to help those you love.
Benefits of Gentreo Online Estate Planning
Gentreo makes it easy for everyone to create a custom, comprehensive estate plan and we provide the tools for families to coordinate so everyone knows where important information and documents are, and how to access them in an instant.
With Gentreo, your clients’ employees can work with their family to create the estate plan that’s best for them.
On Demand Estate Planning Webinars
Gentreo regularly publishes new webinars about estate planning, and we’re happy to do a custom one for your clients!
Check out some of the webinars we have created, and contact us if you would like to set up a custom, on demand webinar.
- Talking To Your Family About Estate Planning And Your Affairs
- Estate Planning 101
- Give Thanks – How To Use Estate Planning As Part Of Your Planned Giving
- Top Ten Estate Planning Myths
- Estate Planning and Care Giving
- Health and Estate Planning for Women
- How to Protect Your Family During the Coronavirus
Additional Estate Planning Resources
Visit our Resource Center to learn more about Estate Planning.