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Gentreo Review 2023

Founded in 2018, Gentreo is a relatively new estate planning service. The company uses the Secure Socket Layers (SSL) protocol to encrypt sensitive data like credit card information. Their service is subscription-based, with prices starting at $100 per year for the Gold Plan. All in all, this is a good choice for those who need a long-term estate planning solution.

Have you tried this company? How would you rate your experience?

Services:

  • Last will and testament
  • Living trust
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Pet Guardian Trust
  • + 1 more
  • Pet Power of Attorney

Availability map:

Available in Hawaii Available in Hawaii Available in Hawaii Available in Hawaii Available in Hawaii Available in New York Available in Vermont Available in New Hampshire Available in Maine Available in Massachusetts Available in Connecticut Available in Rhode Island Available in New Jersey Available in Connecticut Available in Maryland Available in Oregon Available in Washington Available in Idaho Available in Wyoming Available in Montana Available in North Dakota Available in South Dakota Available in Nebraska Available in Kansas Available in Oklahoma Available in Texas Available in Minnesota Available in Iowa Available in Wisconsin Available in Missouri Available in Arkansas Available in Louisiana Available in Mississippi Available in Alabama Available in Tennessee Available in Georgia Available in Florida Available in South Carolina Available in North Carolina Available in Illinois Available in Michigan Available in Indiana Available in Kentucky Available in Ohio Available in Virginia Available in Pennsylvania Available in West Virginia Available in Nevada Available in Alaska Available in Alaska Available in Arizona Available in New Mexico Available in Utah Available in Colorado Available in California

Value for Money:

Good

Official website:

Overall rating82.4%
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50
Updated Apr 19, 2023
Not available via OWM

Pros and cons

  • Easy-to-understand process
  • Regular updates with new legislation
  • Easy to access Family Vault
  • They offer Pet Power of Attorney
  • Relatively new on the market
  • No attorney support
 

Our Top-Rated Alternatives to Gentreo

1
Overall rating 97.1
  • star-100
  • star-100
  • star-100
  • star-100
  • star-100
Oldest Will Making Service
Services
  • Last will and testament
  • Living will
  • Living trust
  • Medical Power of Attorney
  • Financial Power of Attorney
  • + 3 more
  • Will Codicil
  • Amendment to Living Trust
  • Revocation of Living Trust
Pros and cons
  • Detailed forms and instructions
  • Includes 35 documents+2 books
  • Can use for multiple people
  • Regular updates as laws change
2
Overall rating 98.6
  • star-100
  • star-100
  • star-100
  • star-100
  • star-100
Best Selection of Features
Services
  • Last will and testament
  • Living will
  • Living trust
  • Medical Power of Attorney
  • Financial Power of Attorney
  • + 4 more
  • Will Codicil
  • Amendment to Living Trust
  • Revocation of Living Trust
  • Pet Guardian Trust
Pros and cons
  • Detailed final documents
  • Intuitive user interface
  • Easy to ask a lawyer or support
  • Good form builder
3
Overall rating 96.5
  • star-100
  • star-100
  • star-100
  • star-100
  • star-100
Excellent Customer Support
Services
  • Last will and testament
  • Living will
  • Living trust
  • Financial Power of Attorney
  • Will Codicil
  • + 1 more
  • Self-proving affidavit
Pros and cons
  • State-specific documents
  • Easy-to-understand process
  • Single document or subscription options
  • Offers a 7-day free trial

Editorial Notes

With Gentreo, you can create, store, and share your last will and testament to protect the people, pets, and things you care most about. Once you create your will and other legal documents with Gentreo, you can securely store and share them online and make as many updates as needed as your life changes. The documents you can create with Gentreo include your Will, Health Care Proxy, Power of Attorney, Pet Power of Attorney, and more.

Credibility: Is Gentreo legit?

Established in 2018
Registered in Quincy, MA
Google Rating n/a
BBB grade A+ (Accredited)

Gentreo is a relatively new addition to the online will makers family. The company started to provide services online in 2018. However, it has already created a solid reputation with customers all across the country. The company is accredited with the Better Business Bureau. It has an A rating and zero complaints.

Is Gentreo safe? Is Gentreo secure?

Gentreo is making every effort to keep your information safe and secure. In case your personal information (such as a credit card number) is transmitted to another website, all the data is encrypted with the Secure Socket Layers (SSL) protocol, which is the industry standard. So, we can definitely say that Gentreo is safe and secure, and can be trusted with your personal information.

Gentreo Services and Pricing

Gentreo has two plans users can choose from. The Gold Plan costs $100 for the first year and $50 for each subsequent year, and includes a last will and testament, living trust, power of attorney, health care proxy, and pet guardianship documents. In addition to these documents, customers who purchase this plan also go through a coach-assisted onboarding session. Gold Plan customers also enjoy additional features and materials. These include access to document storage in Gentreo’s Secure Digital Vault, annual estate plan checkups, free document changes, detailed action plans, and funeral wishes forms. Gentreo also has a network of partner lawyers who can provide paid legal consultations when needed.

Gentreo’s Platinum Plan costs $500 for the first year and $100 for each subsequent year. This plan includes everything contained in the Gold Plan, plus a one 1-hour coaching session with a Gentreo lawyer, one free notarization session every year, and the ability to create one video message for your family annually. Additionally, Gentreo will carry out verification of key people and information related to your estate plan if you are a Platinum member.

Services one-doc Package Subscription
Last will and testament
Living trust
Medical Power of Attorney *
Financial Power of Attorney
Pet Guardian Trust
Pet Power of Attorney
$100 / y
* Healthcare Proxy

Last Will and Testament

Outlines the last wishes of its creator upon their death. These include how they want to divide their property, who they want caring for their children, and so forth.

Living Trust

Holds assets in a trust so that they don’t have to go through the probate process.

Health Care Proxy

Names the person who makes decisions on your behalf, should you become incapacitated.

Power of Attorney

Authorizes a person to make financial decisions for you, in the event of your incapacitation.

Pet Power of Attorney

Names the person who will care for your pets, should you become incapacitated.

Pet Trust

Use a pet trust to set aside funds for the care of your pets.

Attorney Support

Gentreo has a network of licensed estate planning attorneys who can assist the company’s clients when requested. A free one-hour attorney consultation is included in the Platinum Plan, but customers who purchase the Gold Plan will need to pay for this service out-of-pocket.

Gentreo: Strengths

  • They keep up with changing laws – The legal profession is complicated enough on its own. But, consider all the laws that differ between states, and it becomes an unholy mess. Thankfully, Gentreo works hard every day to stay on top of changing laws. That way, this company can assure you that your Last Will & Testament will be legally-binding, no matter when you make it.
  • Family/friends can easily access documents – Family emergencies are filled with emotion. Gentreo makes things easy on your executor/representative by making your documents accessible with a single click.
  • Easy-to-understand process – When creating your will, prompts are easily understandable. If you have your information in front of you, you can finish your document in 20 minutes.
  • Comprehensive solution for responsible pet owners – Gentreo is the only company that offers an estate planning package tailored specifically to pet owners. This package includes a pet power of attorney, pet trust, and pet information sheet.

Gentreo: Weaknesses

  • Only annual plans are available – Gentreo doesn’t offer monthly subscription plans or single documents, so if you want to use this service, you will have to purchase one of the company’s annual plans. This may be inconvenient for people who just need one or two documents.
  • Documents are deleted once you cancel your subscription – Gentreo deletes all the documents you’ve created as soon as your subscription ends, so if you want to reactivate the subscription in the future, you will need to make all documents once again.
  • Platinum Plan cost – the Platinum Plan costs $500 for the first year and $100 for each subsequent year, which is quite steep for online estate planning services. This plan is also much more expensive than the Gold Plan, but the additional features might be worth the price difference, depending on your particular needs.

Compare Gentreo

Payment structure Optional membership
Free trial 7 days
Guarantees No
States covered All states
Attorney Support By referral
Attorney Cost Determined by attorney

With so many companies offering online will creation services, it can be very challenging to find an option that suits you. This is why we’ve analyzed all online will makers on several key criteria and put together charts that show you how different companies compare to their competitors. You can find these charts in all of our online will maker reviews. The section below shows how Gentreo stacks up against its competition when it comes to the number of documents offered by the company, its payment structure, guarantees, attorney support, free document update period, and phone app availability.

5-7 Docs 38.9% 1-4 Docs 38.9% 8+ Docs 22.2%
Number of documents offered by different will makers
Gentreo offers 5 to 7 documents

Number of Documents Offered

Gentreo offers its customers five different estate planning documents, including a last will and testament, a living trust, and medical, financial, and pet powers of attorney. This list of options is somewhat smaller compared to what Gentreo’s competitors offer, but it’s still enough for people who want to create a basic estate plan that addresses some of the most common legal needs. Plus, the company states that they have plans to expand their document selection in the near future.

Subscription only 33.3% Subscription or one-doc 27.8% Package only 16.7% Package or one-doc 16.7% One-doc only 5.6%
Payment structure offered by different will makers
Gentreo offers subscription-only payment options

Payment Structure

Gentreo uses a subscription model to sell its services. By paying $100 for the first year and $50 per subsequent year, you will get access to all documents offered by this company, which is very affordable compared to their competitors’ offers. This option is called the Gold Plan. The other option is called the Platinum Plan, which costs $500 for the first year and $100 for each year after that, and includes more tech support and some special features like an annual notarization session. One drawback is that Gentreo does not sell documents individually, which is inconvenient for customers who only want one or two forms.

No guarantee 38.9% Money-back guarantee 61.1%
Availability of money-back guarantees offered by different will makers
Gentreo does not offer a money-back guarantee

Guarantees

Unlike most other estate planning companies, Gentreo does not have a money-back guarantee. This means that if you purchase their year-long subscription and end up being disappointed with it, you most likely won’t be able to get a refund. Therefore, we suggest that you make sure to do your research and read customer reviews before you purchase this service.

By referral 22.2% No 50% Yes 27.8%
Availability of attorney support offered by different will makers
Gentreo offers by referral attorney support

Attorney Support

If they don’t have attorney support: This estate planning service does not have lawyers on staff or in its network to offer attorney support to its customers. This means that if you purchase a Gentreo subscription, create documents using this service, and then decide that you want them to be checked by a licensed lawyer, you will need to find an independent attorney in your area and pay their fees. If they have attorney support: This estate planning service does not provide free attorney consultations. However, Gentreo has a network of lawyers for customers to choose from. This means that if you purchase a Gentreo subscription, create documents using this service, and then decide that you want them to be checked by a licensed lawyer, you will be able to find a qualified specialist on their website. However, you will still have to pay the attorney’s fee.

Limited-time 38.9% Unlimited 38.9% Until subscription ends 22.2%
Free document update period offered by different will makers
Gentreo offers a limited-time free document update period

Free Document Update Period

People who purchase Gentreo’s 1-year subscription will have the opportunity to create and amend their estate planning documents without any extra charges, as long as the subscription remains active. This is a very good offer that many customers will appreciate. However, a few estate planning companies also offer unlimited document updates, so they may be worth considering as well.

No 83.3% Yes 16.7%
Phone app availability offered by different will makers
Gentreo does not have a phone app

Phone App Availability

Currently, Gentreo does not offer a smartphone app for users who want to fill out their legal forms on the go. However, you can still use a mobile browser to view their website, fill out documents, review information, etc. At the same time, if you prefer to use an app, you can choose one of Gentreo’s competitors such as Rocket Lawyer.

Ease of Use

Instructions Yes
Output format PDF
Turnaround Time Instant
PlatformWeb
Updates Limited-time

Amidst all the free will creation sites out there, Gentreo has positioned themselves as a quality paid option. Because of this, their process takes a little longer – about 20-30 minutes will do. However, questions and prompts are easy-to-understand, as is navigation.

Like its competitors, Gentreo makes will creation a relatively frictionless process. The company uses the best will maker software, which makes the process of creating legal documents easy and enjoyable. One downside of this company is that they don't offer a live chat, only a chat bot. So if you have any questions as you're making your documents, you will need to call or email their customer support.

Unique Functions Offered by Gentreo

Gentreo offers some unique tools to their customers. They include the following:

Pet Plan

For $49 per year, you can prepare a comprehensive pet plan which includes a pet trust, pet information sheet, and pet power of attorney to ensure that your pet is well taken care of in any situation.

Digital Family Vault

In an emergency, easy access to medical, financial, and other personal information is crucial. The Digital Family Vault keeps everything in one place.

Resource Center

Estate planning, like all legal topics, is full of jargon and legalese. In their resource center, Gentreo demystifies them through no-nonsense explanations.

FAQ

Can I get online help while creating my will with Gentreo?
Customers can get help from a Gentreo Coach via live chat or phone. These specialists can offer advice on how you can get the most out of your Gentreo plan, and they can also help you get acquainted with all the features and opportunities the platform offers. For Gold Plan members, this service costs $50 per hour after a free 15-minute onboarding session, while Platinum Plan members can enjoy a free 30-minute onboarding session and 2 free hours of consultations every year.
What kind of legal documents can I create with Gentreo?
You can create a Will, a Trust, a Power of Attorney, a Health Care Proxy, and a Pet Power of Attorney.
Is Gentreo more expensive than other companies?
No, Gentreo is moderately priced at $100 annually. Other companies may charge $39 per month, while some online will makers are completely free.
Are Gentreo templates state-specific?
Yes, all Gentreo legal documents were created by experienced attorneys and consider the laws of your state.
Is it safe to store my legal documents at Gentreo?
Yes, Gentreo has created a Secure Digital Vault where your documents are well-protected while you can easily access them and update them at any time.

Bottom Line

Gentreo is regularly being changed and updated, as is this Gentreo review. This company is a good option for people who need attorney help and want to make or change estate planning documents over the course of an entire year or even longer. But if you are just looking to create a few documents in a short time span, you might be better off choosing another will-making service. In addition, if you choose to go with Gentreo but only want to use the platform for one year, you’ll have to remember to cancel your subscription. Without this, the company will automatically charge your card a subscription fee for an additional year.

Overall, Gentreo is a legit and reasonably priced option for people who are looking for a long-term estate planning solution, or for those who need a comprehensive pet estate plan.

Ratings

Credibility
  • star-100
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  • star-50
Services
  • star-100
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  • star-50
Usability
  • star-100
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  • star-0
Features
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50

Total
  • star-100
  • star-100
  • star-100
  • star-100
  • star-50
Not available via OWM
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