Simple, Secure Estate Planning for Your Clients
At Gentreo, we believe that estate planning is for everyone. We offer all the resources you need to educate your clients about estate planning and Gentreo so they can create, store and share their estate plan. Help them protect the people, pets and things they care about most.
How to Use This Page
This site is designed exclusively for UCM employees and partners to help you learn more about estate planning and share how Gentreo can be useful to your clients and their families.
- Download Resources – Share client-ready brochures, benefit guides, and partner overviews.
- Email Clients Easily – Use the suggested Gentreo intros or email template below to start the conversation.
- Promote Employer Benefits – Show business-owner clients how Gentreo helps attract and retain talent by offering estate planning as an employee benefit.
- Watch & Share Videos – Access videos to introduce Gentreo to clients.
United Capital Management + Gentreo
What Gentreo Is
Gentreo is an award-winning online estate planning platform that makes it easy, fast, and affordable for families to protect what matters most. Unlike costly, one-time legal processes, Gentreo offers a simple way to create state-specific legal documents, securely store and share them, and keep everything updated as life changes.
With Gentreo, your clients can protect their families, pets, and assets—and enjoy peace of mind knowing their wishes will be honored.
Why Gentreo Matters for Your Clients
- Estate Planning is essential for everyone, yet fewer than 1 in 5 people have a complete plan.
- Without a plan, families often face court delays, unnecessary costs, and emotional strain.
Gentreo eliminates the barriers of cost, complexity, and confusion, empowering your clients to create legally binding documents quickly and securely.
Key Benefits of Gentreo
Complete Estate Plans
All documents are included: Wills, Health Care Proxies, Powers of Attorney, Living Trusts, Pet Trusts, and more
Life Milestones™ Guidance
Support during major life events like marriage, divorce, caregiving, turning 65 and more
Digital Vault
A secure, central place for documents, assets, and emergency information
Unlimited Updates
As laws or circumstances change, all updates are included
Stop the Inheritance Drain
Without an estate plan, families can lose up to 10% of an estate’s value to unnecessary costs, delays, and disputes.
The Inheritance Drain is not a tax—it’s the money lost to:
- Probate court fees
- Legal expenses
- Delays accessing accounts
- Family disputes
By creating an estate plan with Gentreo, your clients can protect their legacy, save thousands, and keep more of their hard-earned assets with the people they love.
PDF Downloads
Need Additional Materials or Help?
If you need additional materials or would like more information, feel free to email info@gentreo.com.
Suggested Email for Clients
Subject: Protect What Matters Most with Gentreo
Hello [Client Name],
I wanted to introduce you to Gentreo, an award-winning online estate planning platform available through United Capital Management. With Gentreo, you can create a complete estate plan—including Wills, Health Care Proxies, Powers of Attorney, Living Trusts, and more—in a way that’s simple, secure, and affordable.
Without an estate plan, families risk losing up to 10% of their inheritance to court fees, delays, and disputes. Gentreo helps you avoid this Inheritance Drain and ensures more of your hard-earned legacy goes to your loved ones.
You can learn more and get started at: gentreostaging.wpengine.com/unitedcapitalmanagement
Best regards,
[Your Name]
For Clients Who Are Employers
Remind business-owner clients that estate planning is a low-cost, high-value benefit they can offer employees. By partnering with Gentreo, companies:
- Differentiate themselves in talent recruitment and retention
- Save employees time, stress, and legal costs
- Provide a benefit that nearly all employees need but few have
Additional Gentreo Resources At Your Fingertips
On Demand Estate Planning Webinars
Gentreo regularly publishes new webinars about estate planning, and we’re happy to do a custom one for your clients and/or their employees!
Check out some of the webinars we have created, and contact us if you would like to set up a custom, on demand webinar.
What is Estate Planning?
This FREE webinar helps your employees and members learn what an estate plan is and how to create one based on their life and choices – quickly and affordably. Find out how to store and update important documents and information so everyone knows where to turn. Plus, discover ways to encourage family members to prepare now and create their own estate plan. Hosted by estate planning attorney Mary Kate D’Souza, this free webinar will explain how your employees and members can create the plan that works for them, and how to help those they love.
Benefits of Gentreo Online Estate Planning
This 2 min video helps you share information about Gentreo and estate planning.
With Gentreo, your clients and members can create the estate plan that’s best for them and their loved ones.
How Gentreo Works:
With Gentreo, everything is included! That way, your clients can create all their estate planning documents, then store them in the secure Digital Family Vault. Users can them with their chosen loved ones so that they know what to do if something happens. Update documents or change access permissions at any time.
Express wishes about how assets and possessions are distributed, and who becomes guardian of your minor children upon your death.
When assets such as real estate or bank accounts are placed into a Trust, beneficiaries can inherit them immediately upon your passing, without delays due to probate.
Convey directives about your medical care and treatment if you become incapacitated, and name a proxy that you authorize to make decisions on your behalf if you can’t, yourself.
Appoint someone to manage your finances, such as paying your bills or filing your taxes, if you become incapacitated or unable to handle these tasks.
Choose someone as a caregiver for your pet and set additional provisions for your pet’s care, including their routine, preferred veterinarian, and more.
Additional Estate Planning Resources
Visit our Resource Center to learn more about Estate Planning.