Help your clients create state-specific estate plans to protect their loved ones while saving time and money and assure them that their most sensitive documents and information are in trusted hands. Partnering with Gentreo is free for you and helps you provide valuable benefits to your customers across their lifetime.
Gentreo is not just about a transaction or a document. We are a trusted partner. We help you stay connected to your 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 customers prepare for their journeys in new and deeper ways. We look out for you and your customer by helping you stay in touch with your customers and offer them additional benefits and services.
Partnerships with Gentreo are free and include discount codes for your members, educational materials for your staff and customers and support. Then, Gentreo helps families create, store, share, and instantly access estate plans.
We guide users through
Users can share
instantly available in
case of emergency.
documents as life and
the law changes.
Gentreo helps families create, store, share, and instantly access estate plans.
The Digital Family Vault lets users securely store, instantly access and share documents.
Gentreo helps users keep documents updated as life and the
Gentreo stays with users
estate planning journey.