CU Offers partners with Gentreo to provide estate planning services to credit union members
Member discount app from Credit Union League of Connecticut, Association of Vermont Credit Unions, and Cooperative Credit Union Association Expands Offerings
MARLBOROUGH, MASSACHUSETTS (May 12, 2022) — CU Offers, a nationwide platform providing thousands of discounts and benefits available to credit union members, recently announced their partnership with Gentreo. The CU Offers app will now include Gentreo’s next-generation estate planning services, which cover all 50 states.
“In the wake of the COVID-19 pandemic, people are more aware of their need to have a plan in place in case something happens, and estate planning fills this need. Gentreo offers more than just the documents people need; providing comprehensive services that protect users throughout their lives,” said Renee Fry, Gentreo’s Founder and CEO. “We’re thrilled to partner with CU Offers to bring easy, accessible, and affordable estate planning to thousands of credit union members who are looking for support in this area.”
CU Offers launched Gentreo’s service, providing members with comprehensive estate planning services including:
* All of the necessary estate planning documents (Will, Trust, Powers of Attorney and more)
* Expert coach-assisted onboarding
* Secure digital storage vault for documents and important information
* 24/7 vault access and sharing so everyone knows where to turn
* Access to Gentreo’s network of third-party estate planning attorneys
* Funeral wishes, memorial messages/videos for loved ones, and more
CU Offers and Gentreo will hold a learning webinar<https://us06web.zoom.us/meeting/register/tZUrcO-oqTkqHdJdn0k2stxGGFaBqgyW45b4%20> for credit unions on June 29, 2022. (https://us06web.zoom.us/meeting/register/tZUrcO-oqTkqHdJdn0k2stxGGFaBqgyW45b4%20)
Gentreo is now available for all credit union members through the CU Offers mobile app or www.cuoffers.com<http://www.cuoffers.com>.
Founded in 2018, Gentreo(tm) is an online estate planning platform that makes estate planning affordable and accessible to all. Based in Boston, Gentreo was created by sisters Renee and Julie Fry with the mission of helping families protect what matters most to them. Through Gentreo, users of all service tiers can create state-specific documents, and securely store and share their documents. What's more, Gentreo offers a suite of extras, such as estate planning coaching, onboarding guidance, legal reviews, funeral planning, and more. Gentreo is not a law firm or a substitute for a law firm or attorney or an attorney's advice or recommendations. For more information, visit www.gentreo.com<http://www.gentreo.com>, or connect with Gentreo on Twitter<https://twitter.com/Gentreo>, Facebook<https://www.facebook.com/Gentreo/>, and LinkedIn<https://www.linkedin.com/company/gentreo>.
About CU Offers
CU Offers is a collaborative member discount and benefit program by the Credit Union League of Connecticut, Association of Vermont Credit Unions, and Cooperative Credit Union Association. With CU Offers, credit union members can access thousands of discounts and deals at restaurants, hotels, theme parks, and much more. Get a free account at www.cuoffers.com<http://www.cuoffers.com>.