- Learn & Plan
Resource Center
Learn about estate planning and how Gentreo can help. Our library of articles, guides, checklists, and videos has you covered.
- Free to read
- Expert-written guides
- Updated regularly
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.
Browse by Category
Find the resources that match your learning style and planning needs.
Checklist: How to be an Executor of a Will
If you are named as an executor – also known as a personal representative – of a Will, you have…
Read More
Commonly Asked Questions About Writing a Will Online
Thanks to technology, we can do more things online these days. From ordering dinner to purchasing a car, e-commerce is…
Read More
Why Estate Planning Should NOT Wait: What We Learned from Dad’s Recent Passing
Our father battled with Alzheimer’s Disease for years. Throughout that process, we lived the life of many Gentreo users. From…
Read More
10 Financial Divorce Considerations
You’ve heard the old saying, “Money is the root of all evil.” Of the issues that couples argue about, money…
Read More
Planning for Incapacity: Documents to Have and Steps to Take
There is no question we are living longer. It’s not unusual these days for people to live well into their…
Read More
What Happens After I Die? Your Will and the Probate Process
If you have a Will when you pass away, the Will must be validated so that your final wishes can…
Read More
Your Guide to Probate: All You Need to Know
Unfortunately, most of us will have to go through the probate process at some point in our lives. Whether you…
Read More
What Happens to Your Bank Account When You Die?
Have you ever thought about what happens to your bank account when you die? If you are the sole account…
Read More
Last Will & Testament vs. Living Will: What’s the Difference?
Since they share similar names, there is often confusion about the difference between a Will and a Living Will. They…
Read MoreView Resources by Document
Learn more about each type of estate planning document Gentreo offers.