Gentreo vs Trust & Will

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.

Trust & Will is an online platform for creating or updating wills, trusts and other estate planning documents. The Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will and Power of Attorney. The Trust Plan adds a revocable living trust, pour-over will, schedule of assets and certification of trust. Estate plan creation is available through a free option without ongoing membership; the Will Plan starts at $199 and the Trust Plan starts at $499. Optional Attorney Support costs $299 as a flat fee for one year of phone access to a licensed estate planning attorney, with some state exclusions. Members can review documents and track assets in the iOS and Android app, but document editing and plan updates take place on the website. The company says its plans are state-specific and must be signed and notarized after receipt or download to be legally binding. Trust & Will says it is not a law firm and does not provide legal advice; its forms are not a substitute for an attorney.