Gentreo was founded in 2018 by sisters Renee and Julie Fry and is headquartered in Boston, Massachusetts. The platform was built around the idea that estate planning should be ongoing and accessible, not a one-time event handled by attorneys at high cost. Gentreo provides a complete estate plan — including will, living trust, power of attorney, health care proxy, and pet trust — for a flat annual fee starting at $150 for the first year, with renewals at $50 per year, making it one of the most affordable full-document options on the market.
The platform generates legally valid estate planning documents through a guided questionnaire and stores them in a secure digital vault. Users can update documents at any time as life circumstances change, and Gentreo notifies members when relevant state laws change that may affect their plans. The digital vault also captures non-legal information such as financial account details, digital assets, medical information, and funeral planning notes that families need at time of death.
Gentreo is designed for families and individual consumers who want to establish a complete estate plan without attorney fees, as well as those who have existing documents and need a secure place to store and share them with loved ones. The platform also connects users to licensed attorneys in all 50 states for situations requiring professional review, and offers optional one-on-one coaching sessions through Gentreo-trained advisors.
Compared to single-document will services, Gentreo's inclusion of trusts, multiple agent designations, and a full digital vault in one subscription positions it as a more comprehensive consumer estate planning solution. Its annual subscription model encourages document maintenance over time rather than a set-and-forget approach that leaves plans outdated.
Hands-on review pending.
