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.

Evolving Estate Planning: Adapting Your Plan as Your Kids Grow
Financial Planning

Evolving Estate Planning: Adapting Your Plan as Your Kids Grow

Estate planning is a dynamic process that evolves over time, influenced by changes in family dynamics, financial circumstances, and personal…

Read More
Traveling this Summer? Important Things to Do Before You Go
Health Care Proxy

Traveling this Summer? Important Things to Do Before You Go

Before you take off for your summer vacation, there are a few important things you need to do in addition…

Read More
Preserving Your Family Stories and Memories with Gentreo

Preserving Your Family Stories and Memories with Gentreo

Saving family stories and memories is essential to preserving your heritage and creating a lasting legacy for future generations. Gentreo,…

Read More
Planning Your Funeral: Buying a Casket

Planning Your Funeral: Buying a Casket

Planning for the end of life is an act of love and responsibility towards your family. At Gentreo, www.gentreo.com/, we…

Read More
What is a Health Care Proxy or Power of Attorney for Health Care?
Health Care Proxy

What is a Health Care Proxy or Power of Attorney for Health Care?

A Health Care Proxy is the person you choose who will advocate for the treatment and care you want when…

Read More
Calling a Family Meeting to Discuss Estate Planning

Calling a Family Meeting to Discuss Estate Planning

Sometimes getting a family to agree on estate planning for aging parents is a hard task to achieve but, having…

Read More
What is a Power of Attorney?
Power of Attorney

What is a Power of Attorney?

With a Power of Attorney, a person (called the principal) can select in advance who he or she would like…

Read More
Estate Planning Procrastination

Estate Planning Procrastination

There are many reasons why people don’t want to do wills, health care proxies or powers of attorney -- all…

Read More
Medicare vs. Medicaid

Medicare vs. Medicaid

Almost 70% of Americans 65 and older will need some kind of long-term care at some point according to the…

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.