Partner with us

Offer your employees, clients and members an easy and affordable estate planning solution.

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.

Legally binding in all 50 states

Reviewed by estate planning attorneys

Partner With Us

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.

How Gentreo Works:

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.

1 Create

We guide users through
creating their documents.

2

Users can share documents instantly and securely.

3 Access

Documents are instantly available in case of emergency.

4 Update

Easily update documents as life and the law changes.

Gentreo members can create, store, and share a state-specific, legally binding estate plan, including:

You need a will if you...

What Your People Get with Gentreo:

Simple to create

The Digital Family Vault lets users securely store, instantly access and share documents.

Always Up-to-Date

Gentreo helps users keep documents updated as life and the law change.

An Expert Team

Gentreo stays with users throughout their estate planning journey.