- 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.
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
Navigating the Alphabet Soup: A Deep Dive into Medicare Parts C & D and Medigap
Choosing between Medicare Advantage, Medigap, and prescription coverage can feel like decoding an alphabet soup of options. This guide breaks…
Read More
Why a Digital Vault is the Backbone of Modern Estate Planning
Estate planning has always been about protecting loved ones, clarifying wishes, and ensuring assets are passed on smoothly. Traditionally, this…
Read More
Choosing the Best Online Will for Complex Family Needs
Estate planning is rarely one-size-fits-all. While a simple will may be enough for someone with a straightforward situation, many families…
Read More
The Holiday Conversation Estate Planning Worksheet*
Your credit union, together with Gentreo, is here to help make estate planning simple, affordable, and secure for every family.This…
Read More
Making a Living Trust Online to Avoid Probate Hassles
Estate planning is rarely simple, especially when family dynamics are complex. Blended families, second marriages, dependents with special needs, or…
Read More
Integrating an Online Trust and Will for Complete Protection
Estate planning is one of the most important steps you can take to protect your loved ones and your legacy.…
Read More
Don’t Let the Government Decide Who Gets Everything You Own
1,000,000 People a Year Do Just This Most people wouldn’t trust politicians to make decisions about their daily lives. Yet,…
Read MoreView Resources by Document
Learn more about each type of estate planning document Gentreo offers.