What Makes Gentreo Online Estate Planning Services Unique

family celebrating Christmas dinner

And why now, more than ever, this is so relevant for protecting you and your extended family.

For most of us, this holiday will be quite different from what we have experienced before. As the last nine months (and counting!) have shown, we cannot always be physically together, even in times of need. This is why a central Gentreo feature helps you and your family not only prepare for the unexpected, but always have the information and legal documents needed regardless of physical location. 

With the Gentreo Digital Family Vault, we provide you a convenient place to securely store your estate plan documents including your Will, Revocable Living Trust, Health Care Proxy and Power of Attorney. Gentreo comes with a unique feature that allows you to designate members of your family and inner circle who have online access to your Estate Plan documents like your Will and Health Care Proxy. With the Family Vault, you choose who can see and access specific documents. 

For example, if your agent for your Health Care Proxy is different than who you have identified as the executor of your Will, you can select which document they can access. Because your documents are stored online, they are accessible as long as the individual can connect to the internet. 

Soon, Gentreo will be enhancing our features to include a tool that will allow you, in the case of an emergency, to notify your designated team members that they need to access your Estate Plan and why. This ‘instance share’ feature will provide you with more assurances that, not only do you have your Estate Plan and critical documents in order, but they will be accessible when they are needed most by the ones you trust to protect you and your family.


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