ESTATE PLANNING
Protect the people, pets, and things you love
My CU Benefits is partnered with Gentreo to provide an affordable online estate planning solution. Gentreo provides a fast, secure, and cost-effective way for individuals and families to create essential estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies—all without the need for expensive legal fees.
Whether you need an estate plan, medical instructions, last wishes, a will for a parent or more, Gentreo is with you every step of the way, helping you protect the people, pets, and things you love.
Membership Includes:
- Critical Documents – State-specific Wills, Health Care Proxies, Powers of Attorney, Living Trusts, pet documents and more
- Digital Vault – A secure home for all life’s important information like assets, accounts, end of life wishes, or documents
- Grows with You – Unlimited revisions, help through life’s milestones, annual reviews
- Community – Share documents or information with whom you choose, Gentreo Instant Share for emergencies
- A Helping Hand – Access to technical coaches, partner lawyers, and outstanding member service
Without an estate plan in place…
- 3-8% of your net worth could be lost to courts and lawyer fees.
- Courts make decisions for you and your family, like who takes care of your children, who inherits what assets or what happens to your pets.
- Even when you’re living, you could lose control over your healthcare wishes if incapacitated.
- Uncertainty can lead to family feuds that could permanently damage relationships.
