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Overview

Expand employee benefits with affordable estate planning that includes wills and trusts. Gentreo makes it easy to save time, reduce stress and protect legacies.

News

Blog 2 months ago
Transfer on Death Deed (TOD) vs Living Trust: Which One Fits Where You Are Right Now
The Same Goal, Two Very Different Jobs Both a transfer on death deed and a living trust can keep real estate out of probate. That shared purpose is why they show up in the same conversations, and it's also why people assume they're interchangeable. A TOD
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Blog 2 months ago
The Documents for Estate Planning Many American Families Are Still Missing
Most Adults Have Documents for Estate Planning in Their Head, Not on Paper According to Empower research, roughly 32 percent of Americans plan to leave an inheritance, even a small one. That means the other two-thirds either haven't thought about what hap
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Blog 2 months ago
Trust vs Will vs Estate Plan and Which Combination Actually Protects Your Family
Three Terms, One Plan Many people searching for trust vs will vs estate are trying to pick one document over another, as if these are competing products on a shelf. They are all part of the same system. An estate is simply everything you own and everythin
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Blog 2 months ago
Best Online Wills Listings Compared for Families Who Want Affordable Reliable Protection
Families have a lot to weigh when choosing an online will, and price is only part of it. Guardianship for minor children, the full range of documents included, whether the will is valid in your state, and how easily loved ones can access everything later
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Blog 2 months ago
How to Change a Will Online Without Starting From Scratch
What This Takes Before You Begin Updating a will is simpler than most people expect, but it isn't as casual as editing a shared document. Before anything else, you need access to the current version of your will, a clear idea of what specifically needs to
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Blog 2 months ago
Why Estate Planning for Blended Families Can Get Complicated and How to Keep It Balanced
The Competing-Interests Problem in Blended Families About four in ten married couples with children in the United States are part of a blended family, and nearly all of them face the same structural tension when it comes to passing on assets. A surviving
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Blog 2 months ago
How Retirement and Estate Planning Work Together to Protect Your Savings
Both are important steps to making sure you protect your loved ones Most people build their retirement accounts in their thirties and forties, checking the beneficiary box on an HR form without giving it much thought. The estate plan, if it comes at all,
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Blog 3 months ago
How to Put a House in a Living Trust and Why New Homeowners Should Consider It
What It Means to Put Your House in a Living Trust Putting your house in a living trust means changing the legal owner of the property from you personally, to a trust you create and may control (depending on the type of trust, this article is about a livin
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Blog 3 months ago
What Estate Planning After Divorce Can Cover to Protect Your Children and Your Assets
Why Your Old Estate Plan Needs Updating the Day the Divorce Is Final The will you signed while you were married probably leaves almost everything to your former spouse and names that same person to make medical and money decisions if you ever cannot speak
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Blog 6 months ago
How Adult Children Can Help Aging Parents Plan Their Estate Without Family Drama
Watching your parents get older is one of the quieter, harder parts of being an adult child. Somewhere between the first doctor's appointment they need help scheduling and the first time they ask you to manage a bill online, the question of the future sta
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