Gentreo

Express your wishes. Protect your loved ones. Eliminate uncertainty.
Gentreo provides easy-to-use life and estate planning tools and documents all in one secure digital platform! More than just documents, Gentreo is a customized plan designed to meet your unique needs, supporting credit unions and their members throughout life to help protect what you care about most.

Everyone needs an Estate Plan, yet less than 20% of Americans have one. An initial set of Estate Planning documents created through traditional methods can cost upwards of $10,000, and doesn’t include edits or amendments. Missing, outdated, or incomplete estate plans cause the average estate to lose 3-8% of its value.

Gentreo offers credit unions an exclusive opportunity for their members to support the next-generation, and modern solution to estate planning. Fully customizable and affordably priced, Gentreo fills an important void in financial plan, supporting your members every step of the way throughout life and beyond. 

Solutions

• Customized estate planning
• Digital family vault
• College preparation kits
• Pet vault (POA and Trust)
• Wills
• Trusts
• Power of Attorney
• Health care proxy