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As a member of Harvard FCU, you can create legally binding estate plans including wills and trusts to protect your family, assets, and choices.
Express your wishes.
Protect yourself & your loved ones.
Eliminate uncertainty.
Gentreo is the personalized, next-generation estate planning solution that includes everything you need to create and manage your plan.
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Create all of your documents for one price
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Securely store & share documents & key information
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Access everything anytime, from anywhere
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Update documents as life and laws change
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Get expert coaching & legal reviews
Gentreo members can create, store, and share a state-specific,
legally binding estate plan, 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 We Love Gentreo
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Simple, survey-style process
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A fraction of the cost of traditional estate planning
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Everything you need, state-specific, legally binding
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Personalized approach with ongoing support
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Online storage with vault security
Benefits of Estate Planning with Gentreo
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Peace of Mind
Create, update, and securely store all of your estate planning documents in one easy-to-access place, for one price.
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Protect Your Dependents
Declare legal guardians and guarantee that your minor children, adult dependents, and pets will be cared for.
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Express Your Wishes
State your wishes and name people you trust to make decisions for you if you cannot speak for yourself.
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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.
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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.