- 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.
Transfer on Death Deed (TOD) vs Living Trust: Which One Fits Where You Are Right Now
The Same Goal, Two Very Different Jobs Both a transfer on death deed and a living trust can keep real…
Read More
Trust vs Will vs Estate Plan and Which Combination Actually Protects Your Family
Three Terms, One Plan Many people searching for trust vs will vs estate are trying to pick one document over…
Read More
Best Online Wills Listings Compared for Families Who Want Affordable Reliable Protection
Families have a lot to weigh when choosing an online will, and price is only part of it. Guardianship for…
Read More
How to Change a Will Online Without Starting From Scratch
What This Takes Before You Begin Updating a will is simpler than most people expect, but it isn't as casual…
Read More
When Should You Write a Will and What Life Events Trigger the Need
Choosing between Medicare Advantage, Medigap, and prescription coverage can feel like decoding an alphabet soup of options. This guide breaks…
Read More
Living Trust Vs Will for Busy Parents Who Want Simple Family Protection
Choosing between Medicare Advantage, Medigap, and prescription coverage can feel like decoding an alphabet soup of options. This guide breaks…
Read More
The Fast Compliance Checklist For Will Requirements by State
Choosing between Medicare Advantage, Medigap, and prescription coverage can feel like decoding an alphabet soup of options. This guide breaks…
Read More
Witness Rules, Notary Options, and Will Requirements by State In Plain English
Choosing between Medicare Advantage, Medigap, and prescription coverage can feel like decoding an alphabet soup of options. This guide breaks…
Read More
How Credit Unions Help Members Protect Their Families Through Estate Planning
Choosing between Medicare Advantage, Medigap, and prescription coverage can feel like decoding an alphabet soup of options. This guide breaks…
Read MoreView Resources by Document
Learn more about each type of estate planning document Gentreo offers.