- 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.
How to Motivate Yourself to Write a Will and Take Control of Your Future
Writing a will is a crucial step in taking control of your future and ensuring that your wishes are carried…
Read More
Estate Planning Solution for Modern Families
Estate planning is an essential aspect of financial planning, yet many families do not have a comprehensive estate plan in…
Read More
The Benefits of a Living Trust
A living trust is a type of trust that is created and funded during the grantor's lifetime. It is a…
Read More
Streamlining Your Estate Planning with Gentreo
Planning for the future isn't just about retirement savings; it's about ensuring your wishes are carried out after you're gone.…
Read More
Estate Planning 10 Years Before You Retire
Ten years before you retire, estate planning becomes an important aspect of your financial and personal preparations. Here are some…
Read More
Estate Planning with Gentreo When You’re Moving to a New State
Moving to a new state is an exciting but complex process that involves much more than packing your belongings and…
Read More
Avoid Sibling Disputes
Inheritance disputes among siblings are a common occurrence and can be one of the most emotionally charged and devastating family…
Read More
A Trust versus A Will: What’s the Difference?
Trusts and wills are two of the most common estate planning documents used to provide for a family’s long-term financial…
Read More
Secure Your Future: Inheriting Wealth through Smart Estate Planning
Inheriting wealth can be a significant aspect of securing your financial future. While it's not a topic many want to…
Read MoreView Resources by Document
Learn more about each type of estate planning document Gentreo offers.