Customized Estate Planning With Gentreo.
MIT Federal Credit Union has partnered with Gentreo to offer our members an exclusive offer on their next-generation, modern solution to estate planning. Fully customizable and affordably priced, Gentreo fills an important void in your financial plan, supporting you every step of the way throughout your life and beyond.
From time to time, you will receive direct mail from Gentreo. This may include announcements about special offers. If you receive a mailing from this company, please know they are being sent according to our information sharing program. As with all our emails, each mailing will provide opportunities to opt out of any future direct mail promotions. Just scroll to the bottom of the email and click on the unsubscribe button.
Did you know less than 20% of Americans have an Estate Plan? An initial set of Estate Planning documents created through traditional methods can cost upwards of $10,000, and doesn’t include edits or amendments. Missing, outdated, or incomplete estate plans cause the average estate to lose 3-8% of its value.
Gentreo: Redefining Estate Planning
How Does It Work?
More than just documents, Gentreo is the modern, fully customizable estate planning solution designed to meet your unique needs and support you throughout your life and beyond.
Create, update, store, share all from one secure location, so everyone knows where to turn. Bring your documents to your MIT Federal Credit Union branch to get them notarized for free.
Access Gentreo’s award winning platform and support network through an exclusive partnership with MIT Federal Credit Union.
What's Included?
Free education. Free updates. Free support.
Your Gentreo membership includes a full set of standard estate planning documents including: Will, Revocable Living Trust, Power of Attorney, Health Care Proxy/Living Will, Pet Power of Attorney, Pet Trust for one flat, annual rate.
- Create your documents with 1:1 support from Gentreo’s team of experts
- Store your documents in a single, centralized location in your secured Digital Family Vault
- Share your documents with trusted family and friends
- Update your documents as frequently as life and laws dictate
Upcoming Events
Health Care Proxies, Powers of Attorney & More: Making Your Wishes Known.
Join us on July 22nd at 12:00 pm to learn about the essential documents and tools that help loved ones make decisions on your behalf if you become unable to speak for yourself.
Organize, Store & Share: Bringing Your Estate Plan to Life.
Join us on October 22nd at 12:00 pm as we walk you through how to organize, securely store, and share your estate plan so it’s accessible when it’s needed most.
View Recorded Webinars from Gentreo
Estate Planning 101
Find out the process of estate planning, why everyone needs an estate plan, what happens if you don't have one, and more!
Aging & Estate Planning
As seniors live longer and healthcare and long-term costs escalate, estate planning is essential in protecting your assets.
Marriage & Estate Planning
Explore the common misconceptions of marriage as it pertains to estate planning.
Protecting Your Pets
Learn about the importance of planning ahead for both your family and your family's furry friends.