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Read about us in the news and learn why more people are turning to Gentreo for estate planning.

Gentreo Newsroom

With Gentreo, you can create your state-specific Will, Power of Attorney, Revocable Living Trust, Health Care Proxy, Pet Trust, and Pet Power of Attorney and store these documents in an easily accessible Family Digital Vault that you can share with your family members.

June 3, 2022 — While it has been predicted for some time, the U.S. is now in the midst of the biggest transfer of wealth in modern history. According to Federal Reserve data, at the end of the first quarter of 2021, Americans aged 70 and above had a net worth of nearly $35 trillion. Whether or not Americans prepare for this wealth transfer will decide how much money goes to lawyers and courts and how much will go to family and friends. If an individual has no estate plan, anywhere from 3%-8% of the estate’s value is lost to unnecessary probate costs and legal fees.

June 1, 2022 — While having estate plans is a wise decision and should be treated as part of one’s basic financial responsibilities, it is still regarded as a social taboo in our modern culture. That’s something a few companies are currently working on changing. One company in particular, Gentreo, has developed an online system designed to help streamline all of the technical aspects of estate planning and eliminate the morbidity we tend to associate it with.

May 20, 2022 — Many people have a will in place if they are elderly or otherwise, which may account for various assets and their other wishes when they pass on. However, it’s not as common for people to have a healthcare proxy – also known as a power of attorney for healthcare in some states – to make medical decisions for you.

May 12, 2022 —  Tax season was just upon us here in the U.S., which many of us are relieved to have just checked off. Preparing for death and emergencies when we need others to make decisions for us is something most of us have not done. A 2021 Gallup poll showed less than 46% of Americans surveyed have a will, a staggering figure given the consequences of not doing estate planning. Whether it is paying thousands of dollars in legal fees to have judges make decisions for your loved ones or witnessing families break up over resulting legal battles, the consequences of not doing estate planning are enormous and costly.

May 3, 2022 — When you live and breathe the problem your business is trying to solve, it takes on greater significance—your company becomes purpose-driven. For us, the business idea for an estate planning company came about when our family had to pay $10,000 to create our parents’ estate plan. That single issue sparked a passion that has driven us to create a workable estate planning solution fit for everyone.

April 26, 2022 — For Renee Fry, CEO of estate planning benefit provider Gentreo, her experience as a sandwich caregiver has helped her create that safe space for her own employees. Fry cared for her father through Alzheimer’s, moving into her parents’ home in Pennsylvania with her 10-year-old son. She quickly realized that being open about her caregiving responsibilities helped clients and employees understand her burdens, and her necessary boundaries.

April 12, 2022 — Gentreo’s CEO and Co-founder, Renee Fry participated in a podcast with the Entrepreneur Way to discuss overcoming difficulties when starting a business, favorite books and quotes for entrepreneurs, and other resources and advice. 

February 28, 2022 — How can you maximize the use of life insurance in estate planning? Make sure you have enough to serve your goals. Further, you need to make sure that your beneficiaries and/or your agent serving as your power of attorney and the personal representative of your estate have all relevant information regarding your policies. Finally, it’s important to review both your estate plan and your insurance policies annually to ensure that they reflect your current needs and goals.

February 21, 2022 — Consider your employees’ real needs and wants as you plan your benefits package. As we’ve seen, employees want more and they also want to know their employer actually cares about them and those they care about. Life happens. Give your employees resources that help deal with that. This is why Gentreo has Gentreo coaches now so whenever employees need help, that help is there.

February 11, 2022 — Over the next 25 years, an estimated $68 trillion will be transferred from U.S. households to heirs and charity. Without a plan in place, probate costs could be 3 percent to 8 percent of the value of an estate, said Brickson Diamond, a board member of Gentreo, an online estate-planning platform.

February 7, 2022 — Overall, 33% of U.S. adults have a will, according to Caring.com’s 2021 wills and estate planning survey. Meanwhile, 27.5% of Black Americans have one, up from 25.9% in 2020. The result is that Black Americans are missing out on the largest wealth transfer in history, said Brickson Diamond, a board member of Gentreo, an online estate-planning platform.

February 4, 2022 — In this episode, we discuss Gentreo’s Digital Family Vault and how users can securely store their documents and information like asset lists, and share them with their loved ones and agents. We talk about how Gentreo can help you include digital assets like cryptocurrency and NFTs in your estate plan without putting your private key at risk. We also touch on Gentreo Memorial Videos and how they can add to your personal legacy and leave a special gift for your loved ones after you pass away. 

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February 3, 2022 — Gentreo is not just about a transaction or a one-and-done document. We are a trusted partner. We help you stay connected to your employees and/or customers through their most important life moments like births, marriage, and sadly, death of loved ones. As a Gentreo partner, we align with your mission and help your stakeholders prepare for their journeys in new and deeper ways. We look out for you and the people engaged with your organization by helping you stay in touch with them and offer them additional benefits and services.

February 2, 2022 — “Many seniors realize they never knew just how much money they spent per year before they retired as they had never truly tracked their spending. This then causes seniors to then not know how much money is required to sustain their lifestyle going forward,” says Renee Fry, CEO of estate planning site Gentreo. “From homes to travel to food and daily living expenses, seniors need to plan for the life they dreamt about or they will regret not being able to live the lives they dreamed of for so long.”

January 31, 2022 — “Productive conversations start with everyone having good information and sound resources and not a battle over where to turn to get help,” said Renee Fry, CEO of Gentreo, an estate planning service. “And remember that these are not one and done conversations. Life changes and so must one’s estate plan. Here is an example of an article you can share to not only get discussions started but to make sure they result in actions taken.”  

January 24, 2022 — Now, more than ever before, Black Americans are in a position to make a lasting impact on future generations. And I don’t just mean just in the form of our knowledge and experience; I’m talking about a real, tangible, in-your-pocket, provide-a-better-life-for-future-generations impact. Per the New York Times, in 2021 Black households still only have a mere 12 cents for every dollar of a typical white household. Estate planning presents a prime opportunity to work on closing this gap.

January 3, 2022 — “You might be caring for aging parents and children now,” said Renee Fry, CEO of the estate planning firm Gentreo. “This means you need to get all your ducks in a row and make sure your parents have updated documents, too. The three essential estate planning documents are wills, health care proxies, and powers of attorney for financial assets.”

December 13, 2021 — Renee Fry is the founder of Gentreo, a financial estate planning, web-enabled software solution. This SaaS platform compiles all of the important faculties and tools needed to make preparing an estate plan both approachable and reassuring. Fry started in the political sphere and is now in the startup world, which gave her both the legal and business savvy needed to make a process as complex as constructing a last will and testament not only digitized but legal-proof. 

December 6, 2021 — Writing a will seemed labor-intensive and costly, so Kimberly Onsager kept putting it off. The event manager in Boston didn’t have time to do the research about what to include and didn’t want to be taken advantage of by an attorney, she said. “I wanted to be safer than sorry,” she said. In June, she created her will in roughly an hour for about $100 with online will-creation company Gentreo.

December 3, 2021 — Bequeathing a house to heirs: “A will is the standard way to bequeath property to children,” says Mary Kate D’Souza, a co-founder and the chief legal officer of gentreo.com, an online estate planning platform. “The parents have the ownership and benefit of the property during their lifetime and when the last parent dies, the children get the home with the stepped-up basis,” she says, referring to the increased value of the property when it passes to the inheritors. 

December 3, 2021 — Earlier this year, my father passed away. My family and I were fortunate he had an estate plan in place to assist with the end-of-life decisions we faced. All of the documents in an estate plan serve important purposes, but from an emotional perspective – particularly during the most challenging of times – the Healthcare Power of Attorney was invaluable. My father’s preparation alleviated much of the decision-making burden and took away any guesswork surrounding his care. Knowing exactly what he wanted as his condition deteriorated allowed us to find peace throughout the process. 

December 1, 2021 — “Adult children should make sure that their parents have completed health care power of attorney, nominating at least a first choice and an alternate,” Mary Kate D’Souza, co-founder and chief legal officer at digital estate planning platform Gentreo, tells Health. Having your parents select an alternate is crucial. “For example, if your father appointed your mother and she had dementia, she would not be able to serve as his health care agent. But if your father nominated you as an alternate, you could make health care decisions for him without court involvement,” explains D’Souza.

November 23, 2021 — Gentreo, which literally means three generations, is a financial estate planning, web-enabled software solution. It compiles all of the important faculties and tools needed to make preparing an estate plan both approachable and reassuring. Putting people back into the center of this sensitive process, Gentreo combines legal savvy, technology, and financial understanding into one all-encompassing package. 

November 22, 2021 — Startup owners can be forgiven for not considering estate planning previously, as leaders are often working nonstop to get their business off the ground, but not taking the time to get on top of it could cause many problems farther down the line.

November 17, 2021 — Pet estate planning is an essential pet security solution that ensures your pets are cared for, the way you want, by the person(s) you choose. Whether you’re simply going out of town and leaving your best pal with a friend or family member, or an unexpected event leaves you unavailable to attend to your animal family, you can count on a pet estate plan to have your — and their — backs.

November 17, 2021 — For a complete estate planning service that is customizable to your exact situation, Gentreo offers a way to create, store and share your estate plan. If you have a blended family, specific gifts or distinct wishes for a pet, the site walks you through the details of sorting out your preferences and making a will that suits your needs. Once the will is complete, you can upload it to your family vault and choose which beneficiaries can have access to it. The site also offers additional estate planning documents such as a health care proxy and power of attorney. Membership starts at $100 for the first year.

October 15, 2021 — “Gather your important information and put it safely in the cloud in a format that is easy and safe to use, like a digital vault,” said Mary Kate D’Souza, co-founder and chief legal officer of Gentreo, an online estate-planning solution. “Knowing who, what and where saves time and money in critical situations from bank or credit union account numbers to insurance contacts and policy numbers. Join a site that walks you through what account information and documents to save and lets you save that information. It will be much easier to go to your digital vault and access your account numbers than to have to call your broker later and try to pass security tests to prove you are who you say you are.”

October 1, 2021 — Millennials might still feel young at age 40, but like it or not, physical decline awaits on the other side of the hill. If you don’t plan for it, your loved ones will pay the price. “You should have an updated and accessible estate plan, which at a minimum should include a medical and financial power of attorney and a will,” said Mary Kate D’Souza, co-founder and chief legal officer of Gentreo, a boutique online estate planning software firm. “These three documents can potentially save you thousands of dollars and protect you and your loved ones.”

September 30, 2021 — Hiring and retaining the right talent has become more challenging and often leads to countless sleepless nights for senior management. But it is definitely worth the hardship – a top performer in an organization can deliver up to 400% more productivity than an average employee, according to the Harvard Business Review. Monetary compensation is not the sole factor that influences and retains top talent. 

September 17, 2021 — All employees in the US are entitled to certain benefits: social security, unemployment insurance, and workers’ compensation insurance. However, sadly not enough Americans are aware of estate planning and its importance. This is especially concerning, given the fact that we are all still living with the consequences of COVID-19 but slowly migrating to a post-pandemic world. Not having the necessary documentation in place leaves assets under the control of the state, which is a worrying trend that could become increasingly common if people don’t start preparing correctly.

August 27, 2021 — “Trusts and wills are different means of distributing and controlling your assets after your death — although you can also create and fund a trust while you are alive,” said Mary Kate D’Souza, co-founder and chief legal officer of Gentreo. However, there are some key differences.

August 17, 2021 — For one price, Gentreo creates comprehensive, state-specific documents—wills, health care proxies, powers of attorney—and stores them in a secure digital vault easily accessed by you and your loved ones. If laws change, you get an alert. Nothing says “adulting” quite like estate planning, which is why it’s so easy to put off. “The simplicity of Gentreo nudges people in the right direction,” says judge Erin Lowry.

August 9, 2021 — Death is an uncomfortable subject to talk about, and making plans that will never include you can be a surreal experience, but these are conversations that need to happen. As a financial professional who helps clients with life insurance, you understand that better than almost anyone else who’s still alive.

July 13, 2021 — Estate planning is a frequently overlooked aspect of divorce, according to Mary Kate D’Souza, co-founder and chief legal officer of Gentreo.com, an online estate planning software. This includes financial and medical power of attorney and your will. “Also be sure to review all your beneficiary statements to make sure that your ex-spouse is no longer named as your beneficiary,” D’Souza said.

June 20, 2021 — As a part of my series about the “5 Things Retirees Say They Wish They Were Told Before They Began Retirement”, I had the pleasure of interviewing Julie Fry. Julie is the COO (Chief Operating Officer) of Gentreo -the one- stop solution for everyone’s estate planning needs no matter where they are in life. Recognized as an eldercare expert, Julie often speaks on the evolving marketplace including spearheading the “Our Aging Market” conference at the Harvard Business School Association of Boston.

June 10, 2021 — Think about all of the potential medical services and life-sustaining treatments you may need to have in different scenarios — resuscitation, mechanical ventilation, artificial nutrition and hydration, etc. Do you want them or would you prefer not to have them?

December 7, 2020 — Experts hear stories about couples failing to create an estate plan all the time, even as a deadly pandemic continues to raise awareness about the importance of estate planning. “People often underestimate how much it will cost if they don’t plan,” says Renee Fry, founder of Gentreo, an online estate-planning company.

November 11, 2020 — For a complete estate planning service that is customizable to your exact situation, Gentreo offers a way to create, store and share your estate plan. If you have a blended family, specific gifts or distinct wishes for a pet, the site walks you through the details of sorting out your preferences and making a will that suits your needs. 

August 13, 2020 — Companies that help consumers execute online wills, including big players such as Legal Zoom and Quicken Will Maker as well as smaller startups like Trust & Will and Cake, have seen a surge in customers. One newer online trust and estate company, Gentreo, says business is up 223 percent over the past two months.

August 13, 2020 — Gentreo, a startup founded by three women aiming to automate estate planning, is one of the startups already signed on to work with Qubic. One of the three co-founders is a Quincy resident, and Mary D’Souza, another founder, said O’Keefe and Cain’s connections in the city have already helped make valuable introductions and get the company’s foot in the door. “We’re really fortunate at this stage in the game to have Qubic and the support they’re able to offer,” D’Souza said.

May 12, 2020 — “COVID is a wake up call,” said Renee Fry, CEO of Gentreo, an online-estate planning platform. “People are saying they don’t know what the future holds but they want to be prepared.” Some don’t want to even think about creating or updating a will because it makes them realize that there’s no guarantee on how long anyone has to live.

May 7, 2020 — “People know now they need these documents,” said Renee Fry, founder and CEO of Gentreo, a company that enables people to create and store a number of critical legal documents, including those that appoint health care proxies, delineate advance directives and spell out a last will and testament. She said that amid the pandemic, the platform has recently seen a 223% increase in the past month in users creating paying memberships.

April 20, 2020 — Amid talk of hospitals rationing ventilators, some people are updating their living wills or proxies to say that they do want a ventilator to extend their lives, if necessary. “In the two-and-a-half years we’ve existed, we’ve never answered questions on ventilators, but now they’re pretty common,” said Renee Fry, cofounder of Gentreo, which offers low-cost estate planning.

April 2, 2020 — Renee Fry, the CEO of Gentreo, an online estate-planning platform, told ABC News that they saw a 143% increase week-over-week in people creating wills with them last week, and she predicts it will be an event larger uptick this week, estimating it’s “probably closer 220%.”

March 25, 2020 — Over the last two weeks, online will companies have seen an explosion in users. As of Monday, Boston-based Gentreo has seen a 143% week-over-week increase in people filling out wills, according to the company, while San Diego’s Trust & Will has seen a 50% uptick in users.

February 20, 2020 — Mary Kate D’Souza co-founded an online health and estate planning company called Gentreo and she says more people are planning around their pet. “In America now, not as many people are getting married now and having families and their animals are their families and so they want to take care of them,” D’Souza said.

October 30, 2019 — When writing your online will, look for a site that is easy to navigate and allows you to save your work. “Writing a will takes thought and planning,” says Renee Fry, CEO of Gentreo, an online estate planning company based in Boston. “Choose a site that will help you to do this.”

September 23, 2019 — One big question mark when it comes to having parents move in is that it’s hard to predetermine the real cost, said Renee Fry, CEO of Gentreo, an elder-care estate planning service. “From extra food costs to lost wages due to having to take time off to care for parents, families often do not understand the true costs of care,” Fry said.

April 14th, 2022 at 2pm ET 

Your nonprofit relies on ongoing donations to drive your mission forward. By offering your donors and/or members an estate planning solution, you can make it easier for them to include your organization as a beneficiary of their estate when they pass away, increasing your donations and planned giving revenue.

April 21st, 2022 at 2pm ET

How does your financial health and your estate plan truly intersect and what documents do you need to keep the relationship healthy? Join Gentreo as we discuss financial wellness and your estate.

May 19th, 2022 at 2pm ET

Join Gentreo for National pet month and learn about the various documents and tools within your estate plan used to protect your furry friends.

June 16th, 2022 at 2pm ET

Join Gentreo as we discuss LGBTQ+, Pride and how estate planning impacts the LGBTQ+ community.

July 14th, 2022 at 2pm ET 

As employees push for more flexible working options and expanded benefit offerings, your HR team may be in a catch-22 to find the best benefits to attract and retain the best talent. Join us for this FREE HR webinar to learn more about an affordable way to engage your workforce.

July 21st, 2022 at 2pm ET

When you leave this earth, you want to leave a legacy, not a mess for your loved ones to clean up. Join Gentreo as we discuss what to know and the proper steps to take to ensure your legacy is something you can be proud of and not a burden to those you care for.

August 18th, 2022 at 2pm ET

August is National Make a Will Month. Join Gentreo as we focus on this well-known document and the basics of how to create a truly protective will.

September 15th, 2022 at 2pm ET

As kids go back to school, how can you be sure they are protected? What happens to your minor children should something happen to you? How do you know your adult children will be protected now that they are over 18? Join Gentreo as we answer these questions and more about protecting your kids.

October 13th, 2022 at 2pm ET 

It can be a challenge for financial planners and other service professionals in this industry to engage with and develop lifetime relationships with their clients. Estate planning is one way you can differentiate yourself in such a saturated industry, offering something unique and highly important for everyone you work with. Learn more in our FREE webinar!