Estate Planning Through Gentreo™
Estate planning has never been easier! Create legally binding documents in a simple, secure, and affordable way.
Protect what matters most with Gentreo.
Having an estate plan not only ensures your wishes are carried out but also protects those you love. OTIS Federal Credit Union has partnered with Gentreo to make your estate planning process as seamless as possible – and at an exclusive member rate. For only $100 for the first year and $50/year thereafter, create and store essential documents in a secure digital vault, only accessible to whom you choose.
What Is Gentreo?
Gentreo provides a full suite of life and estate planning services. No matter what life changes may come, Gentreo’s practical tools help you create, manage, and easily access essential documents.
What Is Included?
- Estate Planning Documents: Wills, trusts, powers of attorney (POA), health care proxies, and more! All documents are reviewed by Gentreo’s expert estate planning team, are state-specific, and serve a variety of needs.
- Secure Storage & Sharing: Gentreo’s Digital Vault stores and protects your essential information, such as assets, living trusts, and end-of-life wishes. Share access to whom you choose, and when the time is right.
- Personalized Support: Gentreo’s technical coaches are available to assist you with document questions, making updates, and more!