Protecting What Matters Most Starts Here!
Somerville Municipal Federal Credit Union is proud to offer our members an easy, convenient, and affordable estate planning solution through our partnership with Gentreo. Whether you need a Will, Living Trust, Health Care Proxy, or Power of Attorney, everything is included. Plus, Gentreo provides a secure Digital Vault to store and share your important documents and information. Protect your loved ones and ensure your wishes are honored with this award-winning estate planning service.
All Somerville Municipal Federal Credit Union members, along with their family and friends, can join Gentreo at 50% off the standard price.
How Gentreo Works
All Documents Included
Gentreo lets you create the estate planning documents you need, including state-specific Wills, Power of Attorney, Health Care Proxies, even Pet Trusts and more—all stored in one secure digital location.
Unlimited Updates
Life changes, and so should your estate plan. With Gentreo, you can update your documents anytime as your circumstances evolve.
Store and Share
Your estate plan should be accessible to those who need it. Gentreo makes it easy to securely share your documents with trusted loved ones, financial advisors, and healthcare providers.
Help Along the Way
Gentreo provides access to helpful resources, partner attorneys, and customer support to ensure you have the assistance you need at every step.
Need more information?
Visit Gentreo for more information or call Gentreo at (617) 804-1451.
Member Pricing
- $75 per year (originally $150) – Includes all estate planning documents such as Wills, Living Trusts, Digital Vault, Life Events, and more.
- Annual Renewal (Year 2 and Beyond): $50/year
Why Do You Need an Estate Plan?
Be Prepared for Life’s Unexpected Events
Each year, 1 in 5 people visit the emergency room, and 1 in 20 people experience the loss of a loved one.
Protect All That You Love
Your estate isn’t just about money—it’s about ensuring your loved ones are cared for, your pets have a home, and your wishes are honored. Estate planning gives you the power to decide who receives what and provides peace of mind that everything is in order.
Take Control of Your Decisions
Without a plan, critical decisions about your healthcare, finances, and property could be left to strangers in the court system. An estate plan ensures you stay in control, even if you’re unable to make decisions yourself.
Protect and Organize Your Family
An estate plan makes it easy for your family to handle your affairs without unnecessary stress, legal battles, or high attorney fees. With proper planning, you can avoid delays and confusion, ensuring your loved ones are supported when they need it most.
Frequently Asked Questions
Everyone over the age of 18 should have an estate plan, regardless of marital status, wealth, or family structure.
It’s a great idea to take a look at your estate plan every year. You should revise your plan after major life events, such as marriage, divorce, having children, moving states, or significant financial changes.
Trusted family members, your executor, financial advisors, and healthcare proxies might be people who you want to share access to your estate plan so they can act on your behalf if needed.
Choosing the right beneficiaries is crucial. Learn more about best practices for selecting and updating beneficiaries to align with your financial goals and family needs.
