Everyone needs estate planning, and now as a member of Somerville’s Credit Union, you can join Gentreo and create your complete legally binding estate plan for only $75 the first year and $50 a year thereafter! Everything is including like wills, trusts, and a personalized digital vault to protect your family, assets, and choices.
- Member Benefit
A powerful benefit for Somerville Municipal Federal Credit Union members
Everyone needs estate planning, and now as a member of Somerville’s Credit Union, you can join Gentreo and create your complete legally binding estate plan for only $75 the first year and $50 a year thereafter! Everything is including like wills, trusts, and a personalized digital vault to protect your family, assets, and choices.
Express your wishes. Protect yourself and your loved ones. Eliminate uncertainty.
Gentreo is the personalized, next-generation estate planning solution that includes everything you need to create and manage your plan.
Create all your documents
Everything you need for one price
Store and share
Securely share with the right people
Access anywhere
Available anytime, from any device
Update as life changes
Free updates when laws or your life evolves
Dedicated support
Free coaching and member service
Express your wishes.
Protect yourself & your loved ones.
Eliminate uncertainty.
Gentreo is the personalized, next-generation estate planning solution that includes everything you need to create and manage your plan.
Create all of your documents for one price
Securely store & share documents & key information
Access everything anytime, from anywhere
Update documents as life and laws change
Outstanding customer service
Everything included in your plan
Create, store, and share a state-specific, legally binding estate plan.
- Last Will and Testament
- Revocable Living Trust
- Health Care Proxy
- Power of Attorney
- Pet Trust
- Pet Power of Attorney
- Pet Information Sheet
- Digital Family Vault
Gentreo members can create, store, and share a state-specific,
legally binding estate plan, including:
- Last Will and Testament
- Revocable Living Trust
- Health Care Proxy
- Power of Attorney
- Pet Trust
- Pet Power of Attorney
- Pet Information Sheet
- And more
Why Gentreo
Easy
Simple, survey-style process
Affordable
A fraction of the cost of traditional estate planning
Comprehensive
Everything you need, state-specific, legally binding
Supportive
Free updates when laws or your life evolves
Secure
Online storage with vault security
Why We Love Gentreo
Simple, survey-style process
A fraction of the cost of traditional estate planning
Everything you need, state-specific, legally binding
Personalized approach with ongoing support
Online storage with vault security
Benefits of estate planning with Gentreo
Peace of mind
Create, update, and securely store all of your estate planning documents in one easy-to-access place, for one price.
Protect your dependents
Declare legal guardians so your minor children, adult dependents, and pets will be cared for.
Express your wishes
Name people you trust to make decisions for you if you cannot speak for yourself.
Free updates
Whether it’s changes in your life or changes to your state’s laws, all updates are included so your estate plan always reflects your wishes.
Prevent family conflict
Leave loved ones the gift of clarity. Prevent confusion and conflict by clearly expressing your wishes.
Benefits of Estate Planning with Gentreo
Peace of Mind
Create, update, and securely store all of your estate planning documents in one easy-to-access place, for one price.
Protect Your Dependents
Declare legal guardians and guarantee that your minor children, adult dependents, and pets will be cared for.
Express Your Wishes
State your wishes and name people you trust to make decisions for you if you cannot speak for yourself.
Free Updates
Whether it’s changes in your life or changes to your state’s laws, all updates are included so your estate plan always reflects your wishes.
Prevent Family Conflict
& Ease the Grieving Process
Leave friends and family the gift of support, clarity, and direction. Prevent confusion and family conflict by clearly expressing your wishes.
Get started today
Estate planning that grows with your life, all in one secure place.
Available to all Harvard FCU members.