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Gentreo
Quincy, Massachusetts, United States
What it is
Gentreo is a web service that guides individuals and families through estate planning and other life milestones. Its documents include a Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, Health Care Proxy, pet documents, and access to 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 hold estate, medical, financial, property, and pet-care information, plus legacy videos. Users decide 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 may start creating documents for free and pay when ready to finalize them. The All-inclusive estate planning plan costs $150 a year, billed $150 for the first year and then $50/year, with unlimited updates. Business and partner licensing uses custom pricing. The responsive website works on phones, tablets, and other internet-connected devices, but Gentreo says there is no mobile app. It also states that it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.
For and against
For
- State-specific documents for all 50 states and Washington, DC
- Includes wills, trusts, powers, and health directives
- Digital vault stores family and legacy information
- Circle members receive free Team Memberships
- Free document creation before finalization
Against
- No mobile app
- Not a law firm or legal adviser
- Finalization requires payment
- Business pricing is custom
The verdict
Gentreo combines guided estate-document creation with a vault for household and legacy information. Its annual plan is listed at $150 a year initially, while users can begin creating documents for free.
Who it suits
Gentreo suits individuals and families seeking guided estate documents and a shared information vault. Organizations such as employers, insurers, financial firms, nonprofits, unions, and membership groups can offer it as a benefit.
Plans and prices
All-inclusive estate planning
Will or pour-over Will · Revocable Living Trust · Power of Attorney · Health Care Proxy
Read 7 Oct 2026 · gentreo.com
Business / partner licensing
Discounted seat licensing or referral discounts · Onboarding support and marketing materials
Read 7 Oct 2026 · gentreo.com
On the record
- 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.gentreo.com · read 7 Oct 2026
- Free creation
- The site says users can start creating documents for free and pay when ready to finalize them.gentreo.com · read 7 Oct 2026
- 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.gentreo.com · read 7 Oct 2026
- Legal limitation
- Gentreo states it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.gentreo.com · read 7 Oct 2026
- 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.gentreo.com · read 7 Oct 2026
- Product
- Gentreo provides guided online estate planning and life milestone support for individuals and families.gentreo.com · read 7 Oct 2026
- Security
- Gentreo says vault data is encrypted, uses bank-level security, and cites SOC 2 certified security standards.gentreo.com · read 7 Oct 2026
- Sharing
- Users choose which documents and information to share with Gentreo Circle members, who receive free Team Memberships with view and download access.gentreo.com · read 7 Oct 2026
- State coverage
- Its guided process creates state-specific documents described as valid across all 50 states and Washington, DC.gentreo.com · read 7 Oct 2026
- Support
- Institutional partners can receive onboarding, training, co-branded materials, educational resources, and a dedicated account manager.gentreo.com · read 7 Oct 2026
- Vault
- The Digital Family Vault stores estate, medical, financial, property, and pet-care information, as well as legacy videos.gentreo.com · read 7 Oct 2026
- Who it serves
- Gentreo says organizations including employers, financial services firms, insurance companies, nonprofits, unions, and membership organizations can offer it as a benefit.gentreo.com · read 7 Oct 2026
