Our all-in-one complete platform allows you to create, maintain and build upon your Estate Plan and Inheritance Plan.
A set of legal documents which outline how your assets will be managed if you become incapacitated (i.e., unable to manage your own assets after an illness or injury) or pass away.
Most Estate Plans consist of a Will or Trust, a Durable Power of Attorney, a Healthcare Power of Attorney, and a guardianship designation if you have minor children.
Without a plan, a court may decide on the distribution of your assets.
Furthermore, your inheritors may encounter lengthy and expensive probate to have your Will legally recognized and authenticated.
Probate also includes a review of your assets to determine the inheritors. In some states, Probate may be expedited if the value of the estate is below a certain level.
Either way, having a legally-valid estate plan can help your inheritors avoid this frustration.
In life, one thing is constant – change! Marriages, divorce, births and deaths are all times when you will want to relook at your estate plan.
With GEN Trust, you can easily make changes to any of your important documents at any time.
Bought a new house? Be sure to update your plan. With 24/7 access, make changes on your time.
GEN Trust
ONE PLATFORM, ONE PRICE, ALL FEATURES INCLUDED.
Everything you need, all in one place.
Our platform offers the most comprehensive set of documents for your estate plan as well other features that let you determine who will receive your assets.
With in-line help and instructions written in simple English, you can easily create all the legal documents you need and gain the peace of mind in knowing that your assets will go to the people and causes you care about after you are gone.
You can also create special memories for them that can include photos, writings or even audio or video. Leave your legacy your way.
Safe, Secure. Private.
With bank-grade security that protects and encrypts your data you can feel confident that your personal information is safe. And rest assured that the documents are legally valid in 50 states and DC.
We’ve worked with practicing attorneys to ensure compliance and completeness and include state-specific terminology and provisions where applicable and necessary. And we will never share your information with anyone else.
What can you do with GEN Trust?
Create essential documents
- Create a Will
- Establish a Trust
- Develop an Advance Directive – (Healthcare Power of Attorney)
- Designate Guardianship for children
- Powers of Attorney
- Define Wishes for Pet Care
- Make Provisions for Sentimental items
Store documents and memories
- Keep all of your docs in a Digital vault
- Create a memory library with letters, photos, audio or video
- Upload documents to make life easier for your Executor
- Share access to documents as desired
- View “Smart” notifications indicating which documents need updating
Use Helpful Tools to Evaluate your Plan
- Estimate state inheritance and estate taxes (fed & state)
- Optimize probate with the probate tracker
- Bypass probate with the Trust Funding Tracker
- Visualize your plan & distribution
- Run a plan health checkup
- Conduct a plan audit
Mobile Banking
Log into Online Banking or the GFCU Mobile App to get started with GEN Trust.
Pricing
With GEN Trust, you pay a fraction of what you would pay through an attorney’s office or other Will and Estate Planning services.
Standard Pricing: $199 for the first year AND $39 per annum thereafter.
Our platform seamlessly accommodates changes in your life situation. You may require a Basic Will today and choose to progress to a Custom Will in a few months or to a Revocable Trust thereafter. We charge one low price…whatever you need.