- 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.
Estate and Advance Care Planning for Veterans: How Gentreo Can Help
Veterans have dedicated their lives to serving their country, often sacrificing their personal needs to ensure the safety and freedom…
Read More
What Does It Mean to Be a Healthcare Proxy
Healthcare decisions are deeply personal and often require guidance and support during challenging times. This is where a healthcare proxy,…
Read More
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any…
Read More
Gentreo Has Your Back Through Life’s Inflection Points
One of the most important but often forgotten steps to take in one's financial life is to do estate planning.…
Read More
Gentreo Life Events: How to Update Your Estate Plan When You Get Married
Getting married is an amazing life event which brings forth a lot of changes. Between wedding planning, the honeymoon, and…
Read More
Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
Bringing a child into the world is an incredibly exciting life event, however there are so many things that must…
Read More
Gentreo Life Events: How to Update Your Estate Plan After Divorce
Dealing with a divorce is never an easy process. This life event is a lot to handle, and at Gentreo…
Read More
Estate Planning 101: The Documents You Need & Why
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we…
Read More
How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or…
Read MoreView Resources by Document
Learn more about each type of estate planning document Gentreo offers.