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SPECIFICTION
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Gentreo

gentreo.com

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Spec score 7.8 #15 of 29 in Legal Forms Software

What it is

Gentreo provides guided online estate planning and life milestone support for individuals and families. Its documents include a Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, Health Care Proxy, and pet documents, with access to a Digital Family Vault. The company 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 choose what to share with Gentreo Circle members, who get 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 to finalize them. The all-inclusive plan is $150 a year, billed $150 for the first year and then $50/year, and includes unlimited updates. Gentreo is web-based; its responsive site works on phones and tablets, but there is no mobile app. The company says it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.

Spec sheet

Product
Gentreo provides guided online estate planning and life milestone support for individuals and families.Read 7 Oct 2026 · gentreo.com
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.Read 7 Oct 2026 · gentreo.com
Security
Gentreo says vault data is encrypted, uses bank-level security, and cites SOC 2 certified security standards.Read 7 Oct 2026 · gentreo.com
Support
Institutional partners can receive onboarding, training, co-branded materials, educational resources, and a dedicated account manager.Read 7 Oct 2026 · gentreo.com
Headquarters
Quincy, Massachusetts, United StatesRead 28 Sep 2026 · gentreo.com
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.Read 7 Oct 2026 · gentreo.com
Free creation
The site says users can start creating documents for free and pay when ready to finalize them.Read 7 Oct 2026 · gentreo.com
Legal limitation
Gentreo states it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.Read 7 Oct 2026 · gentreo.com
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.Read 7 Oct 2026 · gentreo.com
Sharing
Users choose which documents and information to share with Gentreo Circle members, who receive free Team Memberships with view and download access.Read 7 Oct 2026 · gentreo.com
State coverage
Its guided process creates state-specific documents described as valid across all 50 states and Washington, DC.Read 7 Oct 2026 · gentreo.com
Vault
The Digital Family Vault stores estate, medical, financial, property, and pet-care information, as well as legacy videos.Read 7 Oct 2026 · gentreo.com
Who it serves
Gentreo says organizations including employers, financial services firms, insurance companies, nonprofits, unions, and membership organizations can offer it as a benefit.Read 7 Oct 2026 · gentreo.com

Plans and prices

All-inclusive estate planning $150 a year $150 / first year; then $50/year Will or pour-over Will · Revocable Living Trust · Power of Attorney · Health Care Proxy · Pet documents · Digital Family Vault · Unlimited updates Read 7 Oct 2026 · gentreo.com
Business / partner licensing Priced on request Custom pricing; contact Gentreo Discounted seat licensing or referral discounts · Onboarding support and marketing materials Read 7 Oct 2026 · gentreo.com

Every Gentreo plan and price →

Strong points and limits

Strong points

  • Guided documents are described as state-specific.
  • Vault supports estate, medical, and pet-care records.
  • Circle members get free view and download access.
  • Users can start document creation for free.

Limits

  • There is no mobile app.
  • Gentreo does not provide legal advice.
  • Legal sufficiency and completeness are not reviewed.

Who it suits

Gentreo suits individuals and families seeking guided estate documents and a vault for related records. Organizations can also offer it as a benefit through partner licensing.

Verdict

Gentreo brings estate documents, a family information vault, and sharing controls into a web service. Its stated legal limitations are important: it is not a law firm and does not review documents for legal sufficiency or completeness.

Where Specifiction places it

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