Why You May Want a Legal Review When Creating Your Online Estate Plan

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Not all estate plans are cut and dry. Family dynamics and life changing events have a direct impact on how estate planning documents are crafted and whether they cover all of your assets and wishes. There may be some situations where you may want a legal review when creating your online estate plan. Do I […]

A Comprehensive Guide of the Probate Process

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Maybe you have heard about probate, but few people really understand the process. If you are an Executor – or Personal Representative – of a Will, you should know how probate works. Here is a comprehensive guide of the probate process. Last Will and Testament: The document that must be probated A Last Will and […]

Can I Leave Money to My Pet in My Will?

woman sits on bed in robe with towel on her head as she types on laptop with her cat nearby

We think of our pets as members of our family. They bring us so much joy and love; why wouldn’t we? As with any family member, we want to be sure our pets are well cared for while we are alive and after we pass – if we should outlive them. Many pet owners often […]

My Parent Just Died, Who’s Responsible for Their Medical Bills?

woman counting out US bills onto table

There are few things in life that are more devastating than losing your mom or dad. In the aftermath of their passing, you probably have to deal with settling their estate. If they were ill and required hospital or nursing home care or medical treatments, there is likely a hefty bill. So, just who is […]

Checklist: How to be an Executor of a Will

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If you are named as an executor – also known as a personal representative – of a Will, you have quite a responsibility. From dealing with the probate process to distributing assets to beneficiaries, the task can be overwhelming. To help give you some guidance, we put together a checklist of how to carry out […]

Commonly Asked Questions About Writing a Will Online

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Thanks to technology, we can do more things online these days. From ordering dinner to purchasing a car, e-commerce is at a record high. So, it should be no surprise that more and more people are creating their Will online. You may have some questions about writing an online Will. We’re here to answer them. […]

Why Estate Planning Should NOT Wait: What We Learned from Dad’s Recent Passing

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Our father battled with Alzheimer’s Disease for years. Throughout that process, we lived the life of many Gentreo users. From caring for my son and both of our parents, to having to deal with the emotional, financial, and legal issues of someone in declining health, we experienced what millions of caregivers, children and employees are […]

10 Financial Divorce Considerations

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You’ve heard the old saying, “Money is the root of all evil.” Of the issues that couples argue about, money tops the list. And sadly, arguments over money can often lead a couple to divorce. A divorce can have lasting implications, not to mention it is very expensive and stressful. There are ten financial considerations […]

Planning for Incapacity: Documents to Have and Steps to Take

empty hospital bed in white room

There is no question we are living longer. It’s not unusual these days for people to live well into their 90s – even to 100 – and sometimes beyond. This is great! It allows us more time to enjoy our loved ones. But with aging comes the inevitable health issues that can prevent you from […]

Estate Planning Basics: 7 Step Checklist

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Creating an estate plan can be daunting. There is so much to consider: taking stock of your assets, deciding who inherits what, choosing responsible people to carry out your wishes. But it doesn’t have to be complicated. Follow our 7-step checklist of basic estate planning. It will make things a lot smoother. The Estate Planning […]