Build your estate plan with Gentreo.

Your Estate Plan should always include a Health Care Proxy and Living Will, Power of Attorney, and Will. The type of Will you choose to create depends upon whether you also want to create a Revocable Living Trust.

Gentreo helps you protect the people, pets and things you care most about.

We help you create a state-specific, legally-binding estate plan with all of the necessary documents, including a Will, Revocable Living Trust (and Pour-over Will), Power of Attorney, Health Care Proxy and Living Will, and if you have pets, a Pet Power of Attorney and Pet Trust. 

Your Will is the most important estate planning document for expressing your wishes and protecting your loved ones if something happens to you.

What is a Will?

For the average American family, a Will-based estate plan is suitable and appropriate. This document allows you to appoint a personal representative and officially declare how you want your assets distributed upon your death. It also allows you to name a guardian for your minor children, if you have them. 

Even if you have a Revocable Living Trust based Estate Plan, you still need a Will (in the form of a Pour-over Will) because rarely do you transfer everything you own into the Trust while you’re living. A Pour-over Will “pours” all of the assets that you own into your Revocable Living Trust upon your death. 

What is a Trust?

A Revocable Living Trust is an estate planning document controls your assets while you are alive and after you die. Revocable Living Trusts are usually used for larger estates, and allow you to protect your privacy and the privacy of your Trust beneficiaries. If you are older and have more assets, you may want to create and fund a Revocable Living Trust. 

There are many factors to consider when deciding between a Will-based estate plan or a Revocable Living Trust-based estate plan, but for the average American family, a Will-based plan is suitable and appropriate.

A Revocable Living Trust is a legal document that contains instructions as to how you want your assets managed during your lifetime and upon your death.

Your Power of Attorney lets you designate who will make financial decisions on your behalf if you can’t make them, yourself.

What is a Power of Attorney?

A Power of Attorney is a legal document that allows you to appoint someone you trust to make decisions for you, if you are unable to make financial decisions for yourself. The person who will be selected to act on your behalf is known as the agent.

If you do not have this document and become incapacitated, your loved ones will have to seek court orders to manage your assets and pay your bills.

What is a Health Care Proxy?

A Health Care Proxy – also known as a Power of Attorney for Health Care or Health Care Representative/Agent/Surrogate – is a legal document that allows you to nominate someone to make health care decisions for you if you become unable to make or communicate those decisions, yourself. The person you choose is called your health care agent. A Gentreo Health Care Proxy also includes HIPPA authority, options around advance directives, a Living Will where applicable, and the opportunity to express specific personal wishes.

Anyone who is 18 years of age or older needs a Health Care Proxy so that the most intimate decisions involving your health are decided by someone you trust in the event that you cannot make and/or communicate your wishes.

Your Health Care Proxy assigns someone to make decisions about your medical care and the kind of care you wish to receive if you become incapacitated.

Protect your pet with a Pet Power of Attorney. Assign who will care for them if you can’t, how they should be cared for, and financial limitations for their care.

What is a Pet Power of Attorney?

 Pet Power of Attorney or Power of Attorney for Pet Care is a document which enables you to appoint someone to make decisions with regard to your pet and to express your directives as to the nature and cost of that care.

All pet owners can complete a Pet Power of Attorney to make sure that their pets are taken care of in their absence or incapacity.

With Gentreo, you can store pet insurance details in the Digital Family Vault, and keep track of your pet’s medicines, favorite foods, treats, walks and more.

What is a Pet Trust?

A Pet Trust is a legal document that helps to protect you, your pets, and your pet’s caregiver. With a Pet Trust, you can provide for your pet if you should pass away before they do, by setting financial provisions for their care and appointing a Caregiver, Trustee and Protector to manage the trust according to your wishes. Make sure your pets get the care they need even if you can’t be there in person.

Protect your pet with a Pet Trust. Appoint a Caregiver and fund the Trust so that your pet will be provided for after your death.

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My mom died and I paid thousands to settle her estate because she thought she didn’t need a Will. I won’t do that to my kids.

Tammy B.