Estate Planning (Gentreo)

Take control of your future with a simple, affordable solution from Gentreo, now available at a special rate for Dirigo Federal Credit Union members.

Make a smart investment in your peace of mind with Estate Planning from Gentreo, now just $75 the first year and $50 a year thereafter for Dirigo Federal Credit Union members.

Keep all your important documents and personal information in one secure online “Vault.” Using high-level encryption, Gentreo ensures that only the people you choose can access your documents. When life changes, simply update your plan and share it with the right people at the right time.

Why choose Gentreo?

Create a will to distribute your assets and name guardians for any dependents. Establish a trust to protect and manage your assets, reduce probate, and ensure financial clarity for your loved ones.

Put aside funds for future expenses, ensuring the well-being of your furry family members for years to come.

Appoint someone you trust to handle finances and legal matters if you’re unable. You can also set up a Pet POA to ensure your pets are cared for if you can’t do it yourself.

Name a trusted individual to make medical decisions on your behalf.

Bank Better, Bank Local

Educational Videos

Looking to build financial fluency? You’re in the right spot.