- 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.
Explore Articles by Topic
Filter by the topics that matter most to you and your family.

Estate Planning for Veterans and Active Military: Why It’s Crucial to Protect Your Legacy
Estate planning is a critical aspect of financial security for everyone, but it takes on even greater importance for veterans…
Read More
Transferring a Property with a Mortgage in a Trust
Estate planning is a critical tool for ensuring that your assets are managed and distributed according to your wishes. One…
Read More
Autumn is a Perfect Time to Review Your Estate Plan
As autumn arrives, the changing colors of the leaves offer a natural opportunity for reflection. The season’s transitions serve as…
Read More
Protecting Your Legacy: Avoiding Estate Planning Scams
Estate planning is one of the most important steps you can take to protect your loved ones and ensure that…
Read More
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
A Health Care Proxy by Any Other Name…
A health care proxy is a document that lets you designate who can and will make your health care decisions…
Read More
Mental Capacity Requirements in Estate Planning
A primary requirement when signing a legal document, including a Last Will and Testament or other estate planning tool, is…
Read More
What is Estate Planning? A Comprehensive Overview
Estate planning is a crucial yet often misunderstood process that allows individuals to manage and control their assets, healthcare decisions,…
Read More
Avoid These 7 Pitfalls of Estate Planning
Getting your estate plan in order can be a complicated process, that’s why Gentreo is here to help. Gentreo simplifies…
Read MoreView Resources by Document
Learn more about each type of estate planning document Gentreo offers.