Gentreo is an organization that aims to help individuals create and manage their estate planning online. As your life changes and the United States laws change, it’s important to stay apprised of your estate planning. Lawyers designed Gentreo’s estate planning services to be comprehensive and state-specific while providing the necessary legal documents and self-help services. If you need a specific direction for your estate plan, or if you want peace of mind when handling estate planning documents, Gentreo’s free trial is for you.
Are you struggling to implement an attorney’s advice? Do you have too many estate planning documents to count? Would online integrations help you out? That’s where Gentreo comes in. When you sign up for a Gentreo free trial, you get to explore all the special offers, promotions, and features. It’s a great way to have a service helping you every step of the way.
For many, estate planning is an overwhelming process. You have to learn about terms like “power of attorney,” “health care proxy,” and “probate.” You also have to handle a wide variety of legal documents that can often seem confusing. When you’re planning an estate, you need to not only understand the ins and outs of the process but find ways to avoid making any mistakes. That’s why there are helpful planning and management services, such as Gentreo. This platform allows third parties to handle their estate planning online, so you can minimize the number of documents and processes you have to manage.
The founder of Gentreo, Renee Fry, wanted to create an operating system that could help users manage important documents, business outcomes, and more. While the service doesn’t replace a law firm or any other kind of legal advice, the operating system makes it easy to manage every aspect of your estate planning. The service can also help you learn about attorney-client privilege and concepts like “pet power of attorney.” It’s an incredibly beneficial service, no matter how familiar you are with estate planning.
The best part is that Gentreo offers a trial period before the paid membership kicks in. If you’re enjoying Gentreo’s features, you can always upgrade your membership whenever you’d like. However, the brand makes it easy to cancel if the service isn’t for you. If you want to start planning and managing your estate, here’s what you need to know about signing up for a Gentreo trial period.
When you visit the site, you’re presented with quite a bit of information. From a handful of dropdown menus that can help you learn more about the service to a banner detailing the site’s use of cookies and cookies from third parties, there’s plenty to take in. Luckily, you only need the signup button. There are two on the homepage, one in the top right corner and one closer to the center of the page. Click either button to continue the signup process.
Once you’ve clicked that button, it’ll take you to the signup page. You can either create a login with your Google or Facebook accounts or do so with your email address. For this example, we’re using an email address, but either way works. Once you’ve chosen a signup method, click the “Sign Up” button to continue.
When you’re done entering your email for your signup, you’ll be prompted to verify your provided address. Go to the email provider you selected, and log into your account. All you need to do is look for an email from Gentreo. Depending on the email provider you use, it might be in your spam or your promotions folder. Once you’ve found the email, click it. The link inside the email will let you verify your address and move on to the next step.
In the next step, Gentreo is going to ask you for some basic personal information. Before you give out any personal data, it’s a good idea to review the terms of service and privacy policy. The privacy policy, in particular, will give you some insight into how the site uses your info and protects it against advanced threats. When you’re ready, fill out the form. It asks for your full name, your state of residence, and to create a strong password. When you’ve thought up a good password, you’re ready to move on to the next step in the signup process.
Once you’ve signed up for the Gentreo free account, you’re ready to take a look at everything that the platform has to offer. Immediately, you’ll visit a “thank you” screen that breaks down some of the service’s key features. These include your emergency card, a health care proxy, a power of attorney, a pet power of attorney, last will development and management, your living trust and pour-over will, and the digital family vault. You can explore all of these services and more as you move through the site. Now, click the button at the bottom of the page that says “Let’s Get Started.”
This will give you the option to tell the service a bit more about yourself. This includes whether you’re married, a caretaker for a parent, or you have children. Choose the applicable descriptors, and click them. This will take you to the Gentreo dashboard, which is where you can really start exploring. You can create your emergency card, your health care proxy, and more. You can also purchase a full plan with a credit card if you want.
With the Gentrio free period, you have access to various planning and management tools that can make your life that much easier. Whether you’re overwhelmed by legal documents, or you’re trying to create an emergency card, Gentreo can help. Sign up for a trial today.
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