Resource Center

Learn about estate planning and how Gentreo can help. Our library of articles, guides, checklists, and videos has you covered.

Articles, guides, and more

Everything you need to plan with confidence

Browse by Category

Find the resources that match your learning style and planning needs.

Webinars

Watch expert-led sessions on estate planning topics

Checklists

Step-by-step guides to help you stay organized

Articles & Guides

In-depth articles on wills, trusts, and more

Life Events

How life milestones affect your estate plan

Videos

Quick video explainers on key topics

Podcasts

Listen to estate planning discussions and tips

Explore Articles by Topic

Filter by the topics that matter most to you and your family.

Creative Ways to Get People to Do a Will
Wills

Creative Ways to Get People to Do a Will

If you ask your friends if they have a Will, many will say, “I know I need to do one,…

Read More
Why Everyone Over Age 18 Needs an Estate Plan
Health Care Proxy

Why Everyone Over Age 18 Needs an Estate Plan

Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is…

Read More
How to Find Out If Someone Left You Money When They Died
Wills

How to Find Out If Someone Left You Money When They Died

There could be some money out there with your name on it. The funds could be unclaimed money from a…

Read More
How to Find Out If Someone Left You Money in Their Will and Other Places to Find Unclaimed Money 2024
Wills

How to Find Out If Someone Left You Money in Their Will and Other Places to Find Unclaimed Money 2024

Losing a loved one is a difficult and emotional experience. In the midst of grieving, you may also wonder if…

Read More
Naming Inheritors & Beneficiaries (Even Pets) and Disinheriting Too
Wills

Naming Inheritors & Beneficiaries (Even Pets) and Disinheriting Too

One of the main purposes of a Last Will and Testament is to distribute your assets to your heirs. This…

Read More
Why Choose A Will-Based Estate Plan Over A Living Revocable Trust?
Wills

Why Choose A Will-Based Estate Plan Over A Living Revocable Trust?

There are pros and cons to having a will-based estate plan but for the average American family a will-based plan…

Read More
Will Creation Checklist for 2024
Wills

Will Creation Checklist for 2024

Creating a will is one of the most important steps you can take to ensure that your wishes are honored…

Read More
Yes, You Should Have a Will and an Estate Plan Even if You’re Young
Wills

Yes, You Should Have a Will and an Estate Plan Even if You’re Young

When you're young, estate planning might be the last thing on your mind. You’re likely more focused on building your…

Read More
What is a Will? Can you Make a Will Online?
Wills

What is a Will? Can you Make a Will Online?

A will is more than just a legal document; it’s a powerful tool that ensures your wishes are respected after…

Read More

View Resources by Document

Learn more about each type of estate planning document Gentreo offers.

 

Online Will

Living Trust

Health Care Proxy

Power Of Attorney

Gentreo Pets

Ready to Protect Your Family?

Create your complete estate plan in minutes.