Resource center

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

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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

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

Wills

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…

Power of Attorney

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…

Health Care Proxy

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…

Power of Attorney

Estate Planning and Charitable Donations

Watch the Webinar If you regularly donate to your church or favorite charity, you may be considering gifting a part…

Trusts

The Importance of Ownership in Estate Planning

When creating your Estate Plan, an often overlooked but critical element is to make an inventory of what you own…