Plan ahead to protect your loved ones and your wishes.

We’ve partnered with eFuneral, an online funeral planning and insurance company, so that you can protect your loved ones with more than an estate plan. 

Complete protection requires planning.

None of us really want to think about what will happen when we die, but it’s important to have a plan in place. Otherwise, your loved ones may experience undue stress and extra costs at a time that’s already extremely difficult. Use the following checklists to complete your estate plan and prepare for your funeral, so that everyone knows your wishes in the event that something happens. 

Gentreo's Estate Planning Checklist

eFuneral's Planning Checklist: Considerations for Families

Eldercare Planning: Questions to Ask, Checklists & Tips for Developing a Care Plan

What is Estate Planning?

Watch this FREE webinar to make sure your family is protected and everyone knows what to do when life happens. Learn what an estate plan is and how to create one based on your life and choices – quickly and affordably. Find out how to store and update important documents and information so everyone knows where to turn. Plus, discover ways to encourage your family members to prepare now and create their own estate plan. Hosted by estate planning attorney Mary Kate D’Souza, this free webinar will give you the opportunity to learn how to create the plan that works for you and how to help those you love.

Benefits of Gentreo Online Estate Planning

Gentreo makes it easy for you to create a custom, comprehensive estate plan and we give you the tools to coordinate with your family so everyone knows where important information and documents are, and how to access them in an instant.

With Gentreo, you can work with your family to create the estate plan that’s best for you and your loved ones.

A Conversation About Funeral Planning

This short video from eFuneral features stories of real people who have witnessed the benefits of planning for the inevitable. You’ll hear from individuals who have found comfort and even joy in the process of planning their own funeral. You’ll hear from family members who were able to come together and celebrate the life of a loved one instead of the stress of sorting through confusing details and hoping their loved one’s wishes were honored. If you’ve always thought “I really should get my plans in order,” but just keep putting it off, this video is for you. It’s an easy, convenient way to start the conversation.

Do I Need to Plan My Funeral?

Gentreo has partnered with eFuneral so that you can complete your estate plan along with a plan for how you want to be remembered after you pass away. 

Many families talk about everything, sharing the big events and small victories. But there’s one conversation you probably haven’t had: your funeral. Here’s why you should talk with your loved ones about how you want to be remembered. 

On Demand Estate Planning Webinars

Gentreo regularly publishes new webinars about estate planning, and we’re happy to do a custom one for you! 

Check out some of the webinars we have created, and contact us if you would like to set up a custom, on demand webinar.  

Additional Pre-Need Planning Resources