Gentreo vs Rocket Lawyer Estate Planning

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.

Rocket Lawyer Estate Planning helps people prepare documents for illness or loss, including a Last Will and Testament, Living Will, and Power of Attorney. Its questions are tailored to the user’s state, and its planning scope also includes trusts and beneficiary planning. Users can personalize, sign, share, and store documents. An AI legal assistant answers legal questions and can help identify documents that may fit a person’s needs. Members can send an attorney a question with relevant documents for a written response within one business day, or arrange a live 20-minute call. Standard costs $149 per year, Plus $249 per year, and Pro $349 per year; all include unlimited AI legal Q&A, contract reviews, documents, and e-signatures, with different allowances for attorney questions and live consultations. A 7-day trial is listed. The service is available on iOS and the web. Rocket Lawyer says it is not a law firm and does not provide legal representation; Legal Advice Sessions are provided by independent, licensed attorneys.