[{"@context":"https:\/\/schema.org\/","@type":"Article","@id":"https:\/\/moneydoneright.com\/personal-finance\/estate-planning\/gentreo-review\/#Article","mainEntityOfPage":"https:\/\/moneydoneright.com\/personal-finance\/estate-planning\/gentreo-review\/","headline":"Gentreo Review 2025: Honest Review by an Attorney","name":"Gentreo Review 2025: Honest Review by an Attorney","description":"Gentreo Basics: Gentreo is an all-encompassing estate planning document service that seamlessly integrates your...","datePublished":"2020-03-09","dateModified":"2025-03-18","author":{"@type":"Person","@id":"https:\/\/moneydoneright.com\/author\/valerie-keene\/#Person","name":"Valerie Keene, J.D.","url":"https:\/\/moneydoneright.com\/author\/valerie-keene\/","identifier":65,"image":{"@type":"ImageObject","@id":"https:\/\/secure.gravatar.com\/avatar\/927f13cc2c278eb870c83580ec0c57c289e3c11ada3f1dfbc36721cf0f481452?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/927f13cc2c278eb870c83580ec0c57c289e3c11ada3f1dfbc36721cf0f481452?s=96&d=mm&r=g","height":96,"width":96}},"publisher":{"@type":"Organization","name":"Money Done Right","logo":{"@type":"ImageObject","@id":"https:\/\/moneydoneright.com\/wp-content\/uploads\/Money-Done-Right-Personal-Finance-and-Investing-Blog.png","url":"https:\/\/moneydoneright.com\/wp-content\/uploads\/Money-Done-Right-Personal-Finance-and-Investing-Blog.png","width":488,"height":60}},"image":{"@type":"ImageObject","@id":"https:\/\/moneydoneright.com\/wp-content\/uploads\/gentreo-review.jpg","url":"https:\/\/moneydoneright.com\/wp-content\/uploads\/gentreo-review.jpg","height":460,"width":1900},"url":"https:\/\/moneydoneright.com\/personal-finance\/estate-planning\/gentreo-review\/","about":["Estate Planning"],"wordCount":2481,"keywords":["schema"],"articleBody":"\t    \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tGentreo\t\t\t\tBasics: Gentreo is an all-encompassing estate planning document service that seamlessly integrates your estate into your digital life.Pros: You can prepare documents and other information in less than 30 minutes, store them safely, and share them.Cons: There are some less expensive options out there that have some of the same features.  \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tCost (Details)\t\t\t\t\t\t\t\t\t\t9\/10\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tUser Experience (Details)\t\t\t\t\t\t\t\t\t\t9\/10\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tSituations Covered (Details)\t\t\t\t\t\t\t\t\t\t9\/10\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tAccuracy (Details)\t\t\t\t\t\t\t\t\t\t10\/10\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tOngoing Planning (Details)\t\t\t\t\t\t\t\t\t\t10\/10\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tCustomer Support (Details)\t\t\t\t\t\t\t\t\t\t9\/10\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tFEES\u2022 $99.99 first year and $50 each year thereafterREFUND POLICYGentreo offers a full refund if requested within seven days. It also automatically renews in a year if you don\u2019t cancel it.TIME REQUIRED\u2022 20 minutes to draft will and read explanations, plus time to review the completed documents\u2022 5 minutes to complete other documents.\t\t\t\tOur Review Methodology        We may receive a commission if you sign up or purchase through links on this page.  Here's more information.    The co-founder of\u00a0Gentreo, Renee Fry, took her parents to an estate planning lawyer who charged them $10,000 to prepare what she believed were standard documents. She thought: there has to be a better way. And Gentreo was born.It makes sense to have a more affordable alternative, which allows updates to documents without extra costs. However, Gentreo does disclaim that it is \u201cnot a law firm or a substitute for a law firm\u201d and that it simply provides self-help services.With this in mind, this product is an affordable, accessible solution for the average American; Gentreo offers advising partner attorneys at a guaranteed rate.In this Gentreo review, I will give you an overview of what Gentreo has to offer and its pros and cons so you can decide if it is a good fit for you.Related: Get free life insurance quotes in minutes from Prudential, AIG, Mutual of Omaha, Principal, and more!\u00a0 No contact information required — it’s free and easy.Table of ContentsToggleGentreo OverviewWhat You Get with GentreoWho Gentreo Is Good ForWho Gentreo Isn\u2019t Good ForHow to Create Your Plan with GentreoAnswer the QuestionsGentreo Consumer ReviewsGentreo Pros and ConsGentreo Frequently Asked QuestionsAlternatives to GentreoGentreo OverviewHere are the basics behind the Gentreo platform and products.What Is Gentreo?Gentreo \u201cprovides self-help services at your specific direction.\u201d It is a platform that allows you to prepare a will, several other estate planning documents, a revocable living trust, a pet trust, and medical and financial power of attorney.\u00a0Additionally, you can upload and store important documents in the digital vault. You can also store and share digital asset information, funeral plans, medical information, and more.\u00a0How Gentreo WorksMuch like with a tax planning program, you answer a series of questions and type in information specific to your situation.The information that you input replaces the underlined portions in the estate planning documents that are generated. The remainder of the document includes standard boilerplate language that is common on similar documents.Gentreo describes this as a simple three-step process:Step 1: ProtectStep 2: ShareStep 3: RelaxGentreo vs. an AttorneyYou can have your estate planning documents drafted with Gentreo through a simple question-and-answer format. It provides a good template for wills and allows you to input successor beneficiaries for your property as well as specific gifts of tangible property, intangible property, and cash.You can exclude certain beneficiaries if you wish. If you do, it provides clear language stating that this is your wish. It also allows you to name successor guardians and personal representatives and backups for those, too. This format allows three contingencies as well.\u00a0Gentreo also allows you to draft other estate planning documents other than your will, including medical and financial powers of attorney, living trusts, and pet trusts. It also stores your documents safely online.As stated above, Gentreo is not a law firm or a lawyer and you do not have attorney\/client privilege by using the site. Attorneys who provide estate planning services are generally much more expensive than Gentreo.If you have specific concerns or estate planning needs, an attorney would be better equipped to address them and create safeguards.Gentreo documents (wills, powers of attorney, etc.) includ instructions in regards to self-proving affidavits in all allowed jurisdictions.\u00a0Gentre currently provides two types of trusts — a revocable living trust and pet trust– as other do-it-yourself estate planning websites do.If you have special instructions to leave about how your property is managed, a trust might be a better option than a will. Trusts are helpful because you can transfer property to them and likely avoid probate.What You Get with GentreoYou can create estate planning documents with Gentreo. Additionally, you can store and upload documents through its digital vault. You can also share this information with trusted people.The current plan includes:The plan is $100\/year plus tax before any discounts. It includes the following documents:Will: Decide how you want your assets distributed after you pass; nominate guardians for your minor children and nominate an executor, someone to manage your estate.Living Trust: Designate an alternate way of distributing your assets and likely avoid probate.\u00a0Health Care Proxy: Nominate someone to make medical decisions for you.Living Will:\u00a0Explain your wishes for life-sustaining treatment and ongoing medical care if you become terminally ill or permanently unconscious.HIPAA Authorization: Give a trusted person the right to access your private medical records.Power of Attorney:\u00a0Designate a person to handle your financial affairs for a limited time or if you become disabled.Pet Trust: Create and fund a trust to protect your pet(s).Emergency Card: Provide your emergency contact information, current list of medications, a person who has access to your estate planning documents, your health insurance provider and number, your blood type, your medical conditions, your allergies and whether you are a blood donor in case of an emergency.Family Vault: Provide access to your documents to upload, store and share your documents.Unlimited Sharing: Share your documents with as many people as you would like, as many times as you would like.Unlimited Updating: Update your documents wherever you need to.\u00a0Features\u00a0With Gentreo, you can download information and documents shared with you and can create a family vault to share with other members of your family.You can also invite friends and family to join your team for free and choose which documents to share with specific individuals. You receive alerts when there are changes in your state\u2019s estate planning laws.Additionally, you can input important information, upload documents and share information with others, including contact information, legal and business contacts, medical information, financial information, real estate, and critical assets and digital accounts to streamline your information and keep it in one convenient place.Ongoing PlanningGentreo allows you to make unlimited changes to your estate plan for one year at no additional cost.The model is subscription-based, and you are charged annually. It renews annually for $50.\t\t\tIf you like the idea of having your entire estate plan stored digitally, Gentreo may be the option for you.4\/5 Rating\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t.st3-31955.btn.btn-default:hover{border-color: #4db848;color: #4db848;background: #fff !important;}\t\t\t\t\tVisit GentreoWe earn a commission on this offer.\t\t\tWho Gentreo Is Good ForPeople who would likely get the most out of Gentreo include:People Who Want to Share Information with OthersGentreo is ideal for people who want one repository to store all of their important documents, including their estate plan.People Who Have PetsGentreo asks whether the customer has pets and allows you to leave a separate designation for a pet agent and a pet caretaker.People with Basic Estate Planning NeedsGentreo can generate legally binding documents that contain standard provisions and who do not need truly customized documents.Who Gentreo Isn\u2019t Good ForWhile Gentreo offers several attractive features, it is not ideal for everyone, such as:People with High WealthGentreo is not designed to assist high wealth individuals in protecting their assets from estate tax. Currently the federal estate tax exemption is over 11 million dollars. So if you have that amount in estate, it is prudent to seek legal counsel.\u00a0How to Create Your Plan with GentreoGentreo provides a simple interface and helpful suggestions along the way that don\u2019t require you to have a law degree to use.Create Your AccountThere are several \u201cGet Started\u201d buttons on the home page, under \u201cPricing\u201d and under \u201cFamily Plan.\u201dYou will input your name and email address and then verify your account. Prepare an account by answering the questions and inputting the relevant information.Select the Document You Want to CreateClick on the \u201cStart\u201d button beside the document you want to create.Read the DescriptionRead the description for the document you click on.Answer the QuestionsSome questions you will click on \u201cyes\u201d or \u201cno\u201d while others you will input information.Read the helpful hints as you go along that appear with a \u201cGentreo Note.\u201dRead the Descriptions on Each PageDepending on the answers you provide, you may come across longer descriptions. Read through this information and make sure you understand it.Make DecisionsYou will need to make some decisions along the way, such as what specific gifts to leave to people, who to nominate as the guardian of your minor child, and whom to appoint as your personal representative.Print Your DocumentsWhen you finish, you can download your documents. Then you can print them.Read the Finalization InstructionsGentreo provides you with specific instructions on how to make your documents official, such as having them witnessed and notarized. It also gives you instructions on how to share your documents with others.Return to Your Dashboard and Prepare another DocumentReturn to your dashboard and prepare the next document of your choosing. There is a helpful progress bar on the right side of your screen to show where you are at in the process.It will also remind you to upload your finalized documents.Other DocumentsYou can also store and share other external documents and upload documents from your digital vault, making it easy for your appointed agents to manage your healthcare and financial choices.\u00a0Gentreo Consumer ReviewsBetter Business BureauGentreo does not currently have a Better Business Bureau rating.User ReviewsUsers like how quickly they can get their estate planning documents in order and being able to immediately download them. They also feel peace of mind of knowing that the documents are safely stored, including family archives like important documents and photos.Customer SupportGentreo includes a \u201ccontact us\u201d link on its site and a phone number to reach customer support. Gentreo offers a 15-minute free session with a customer service agent for those who have questions about the software,For those who need legal advice, Gentreo offers partner attorneys who will provide their services at a discounted rate.\u00a0Gentreo Pros and ConsGentreo ProsAffordable. The cost to create a will is much more affordable than hiring a lawyer. You can also create essential estate planning documents for $100.User friendly. The program is easy to use and the site uses layman\u2019s terms. You can draft a will within 20 minutes and other estate planning documents in as little as 5 minutes.Instant download. Once finished, you can instantly download your documents and take the next steps to make them legally binding.Detailed directions. When your documents are ready, a letter details your next steps to make them legally binding and provides suggestions about to whom to give your documents and how to store them.Gentreo ConsLack of customization. Gentreo only allows you a few options for dividing your estate in a will and does not yet offer the ability to make a trust.Limited ability to leave instructions. You cannot leave detailed instructions on how your property should be managed because you cannot make a trust and the power of attorney provides broad powers with no option to remove certain powers. However, the health care power of attorney provides greater flexibility for detailed instructions.Annual charge. Gentreo automatically renews your membership each year unless you cancel.Gentreo Frequently Asked Questions.accordion-list .accordion-title:hover{color: #4db848;}Can I change my documents at a later date? Yes. You can make changes any time while you have an active membership.How secure is Gentreo? Gentreo allows you to safely secure your documents and uses encryption. Are the documents state-specific?Yes. Alternatives to Gentreo.btn.btn-blue.dift:hover, .btn.btn-default.dift:hover {color: #4db848;border-color: #4db848;background: #fff !important;}\t\t\t GentreoTrust & WillQuicken WillMaker PlusUS Legal Wills \t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tSee Pros and Cons\t\t\t\t\t\t\t\t\t\tLearn More\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tRead Review\t\t\t\t\t\t\t\t\t\tLearn More\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tLearn More\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tRead Review\t\t\t\t\t\t\t\t\t\tLearn More\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tBestFor\t\t\t\t\t\t\tPeople who want basic estate planning to store and share \t\t\t\t\t\t\t\t\t\t\t\t\tPeople who want peace of mind of having a basic estate plan in place\t\t\t\t\t\t\t\t\t\t\t\t\tPeople who want more control over their documents and their creation\t\t\t\t\t\t\t\t\t\t\t\t\tPeople who want to make a simple will for cheap or have a lawyer review their will for a low price\t\t\t\t\t\tCostforWill\t\t\t\t\t\t\t$100\/year\t\t\t\t\t\t\t\t\t\t\t\t\t$69\t\t\t\t\t\t\t\t\t\t\t\t\t$89.99\t\t\t\t\t\t\t\t\t\t\t\t\t$39.95\t\t\t\t\t\tCostforTrust\t\t\t\t\t\t\tIncluded\t\t\t\t\t\t\t\t\t\t\t\t\t$399\t\t\t\t\t\t\t\t\t\t\t\t\t$89.99\t\t\t\t\t\t\t\t\t\t\t\t\tNot currently available\t\t\t\t\t\tLawyerInvolvement\t\t\t\t\t\t\tGentreo has lawyers on its team who helped develop the forms, but since it is a self-help software, it specifically states that it \u201ccannot provide any kind of legal advice, explanation opinion or recommendations.\u201d\t\t\t\t\t\t\t\t\t\t\t\t\tTrust & Will hired a team of lawyers to draft the documents to be compliant in all states, but there is no current option to receive advice from a lawyer while preparing your documents.\t\t\t\t\t\t\t\t\t\t\t\t\tFor complex questions, you can use the \u201cfind a lawyer\u201d option to find a licensed lawyer in your area, but you would need to pay for his or her services separately.\t\t\t\t\t\t\t\t\t\t\t\t\tYou can pay $69 to have your will reviewed by a lawyer.\t\t\t\t\t\tDigitalDownload\t\t\t\t\t\t\tYes. You can immediately download a PDF of your documents.  Once you print them, sign them, have them witnessed and notarized, you can upload the official version to your digital vault.\t\t\t\t\t\t\t\t\t\t\t\t\tYou can view a PDF of your documents, but they have \u201cdraft\u201d in the background. You need to wait for the official documents to ship to you.\t\t\t\t\t\t\t\t\t\t\t\t\tYes. You download the program to use it and can then print your documents after you draft them.\t\t\t\t\t\t\t\t\t\t\t\t\tYes. You can download the documents after you draft them.\t\t\t\t\t\tFreeRevisions\t\t\t\t\t\t\tYes, during the time of your membership\t\t\t\t\t\t\t\t\t\t\t\t\tUp to one year\t\t\t\t\t\t\t\t\t\t\t\t\tYes\t\t\t\t\t\t\t\t\t\t\t\t\tUp to one year\t\t\t\t\t\tOtherDocumentsAvailable \t\t\t\t\t\t\tHIPAA authorization, health care proxy, living will, emergency card power of attorney for finances, power of attorney for pets, digital vault, pet trust, pour over will\t\t\t\t\t\t\t\t\t\t\t\t\tPour-over will, HIPAA authorization, living will, guardianship nomination, power of attorney\t\t\t\t\t\t\t\t\t\t\t\t\tLiving will, health care power of attorney, durable power of attorney for finances, final arrangements plan\t\t\t\t\t\t\t\t\t\t\t\t\tLiving will, power of attorney\t\t\t\t\t\tCustomerSupport\t\t\t\t\t\t\tYou can call or email support. Partner attorneys and a resource center are available.\t\t\t\t\t\t\t\t\t\t\t\t\tYou can chat with support while you are drafting your documents.\t\t\t\t\t\t\t\t\t\t\t\t\tOnline technical support is available to registered customers throughout the year that they purchased the product.\t\t\t\t\t\t\t\t\t\t\t\t\tThe service provides a \u201cknowledge base\u201d for FAQs and offers customer service through phone, email, mail and a customer support portal\t\t\t\t\t\t\t\t\t \t\t"},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Personal Finance","item":"https:\/\/moneydoneright.com\/personal-finance\/#breadcrumbitem"},{"@type":"ListItem","position":2,"name":"Estate Planning","item":"https:\/\/moneydoneright.com\/personal-finance\/\/estate-planning\/#breadcrumbitem"},{"@type":"ListItem","position":3,"name":"Gentreo Review 2025: Honest Review by an Attorney","item":"https:\/\/moneydoneright.com\/personal-finance\/estate-planning\/gentreo-review\/#breadcrumbitem"}]}]