Gentreo
Gentreo is a web service that guides individuals and families through estate planning and life milestones.
What Gentreo is
Gentreo is a web service that guides individuals and families through estate planning and life milestones. Its document options include a Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, Health Care Proxy, and pet documents, along with a Digital Family Vault. Gentreo says its guided process creates state-specific documents described as valid across all 50 states and Washington, DC. The vault can store estate, medical, financial, property, and pet-care information, plus legacy videos. Users choose what to share with Gentreo Circle members, who receive free Team Memberships with viewing and download access. Gentreo says vault data is encrypted, uses bank-level security, and cites SOC 2 certified security standards. Users can start creating documents for free and pay when ready to finalize them. The all-inclusive plan costs $150 a year, billed at $150 for the first year and then $50/year, and includes unlimited updates. The responsive website works on phones and tablets; there is no mobile app. Gentreo states that it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.
Good
- Start creating documents for free
- Offers documents described as valid across all 50 states and Washington, DC
- Vault supports selected sharing with Circle members
- Website works on phones and tablets
Watch out
- No mobile app
- Does not provide legal advice
- Does not review documents for legal sufficiency or completeness
Who it suits
Gentreo suits individuals and families seeking guided estate-planning documents and a place to store related information. Organizations can also offer it as a benefit through partner licensing.
Verdict
Gentreo brings document creation and a family information vault together in a web service. Its stated legal limitation is important: it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.
Plans and prices
From Gentreo's own pricing page, checked 7 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| All-inclusive estate planning | $150 a year | Will or pour-over Will · Revocable Living Trust · Power of Attorney · Health Care Proxy · Pet documents · Digital Family Vault · Unlimited updates · $150 / first year; then $50/year |
| Business / partner licensing | Priced on request | Discounted seat licensing or referral discounts · Onboarding support and marketing materials · Custom pricing; contact Gentreo |
The facts
Each one read from Gentreo's own pages, with the date it was checked.
What it does
- Documents
- Plans include a Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, Health Care Proxy, pet documents, and Digital Family Vault access.checked 7 Oct 2001
- Integrations
- The company describes partner integration tools for banks, credit unions, employers, insurers, and financial advisors; the business homepage says no complex integrations or IT resources are needed.checked 7 Oct 2001
- Legal limitation
- Gentreo states it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.checked 7 Oct 2001
- Mobile access
- A Gentreo article says there is no mobile app and describes the responsive website as accessible from phones, tablets, and internet-connected devices.checked 7 Oct 2001
- Product
- Gentreo provides guided online estate planning and life milestone support for individuals and families.checked 7 Oct 2001
- Security
- Gentreo says vault data is encrypted, uses bank-level security, and cites SOC 2 certified security standards.checked 7 Oct 2001
- Sharing
- Users choose which documents and information to share with Gentreo Circle members, who receive free Team Memberships with view and download access.checked 7 Oct 2001
- State coverage
- Its guided process creates state-specific documents described as valid across all 50 states and Washington, DC.checked 7 Oct 2001
- Support
- Institutional partners can receive onboarding, training, co-branded materials, educational resources, and a dedicated account manager.checked 7 Oct 2001
- Vault
- The Digital Family Vault stores estate, medical, financial, property, and pet-care information, as well as legacy videos.checked 7 Oct 2001
- Who it serves
- Gentreo says organizations including employers, financial services firms, insurance companies, nonprofits, unions, and membership organizations can offer it as a benefit.checked 7 Oct 2001
Money
- Free creation
- The site says users can start creating documents for free and pay when ready to finalize them.checked 7 Oct 2001
The company
- Headquarters
- Quincy, Massachusetts, United Stateschecked 28 Sep 2001
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