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.

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. 

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
creating their


Users can share
documents instantly
and securely.


Documents are
instantly available in
case of emergency.


Easily update
documents as life and
the law changes.

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

  • Last Will and Testament
  • Health Care Proxy
  • Power of Attorney
  • Living Trust
  • Pet Power of Attorney
  • And more

What Your People Get with Gentreo:

Gentreo helps families create, store, share, and instantly access estate plans.

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.