Gentreo

Gentreo is the web-enabled software solution that makes estate planning easy, affordable, and accessible. In practice that means writing and editing documents together with comments and versions.

It makes the most sense for teams that produce a lot of documents. Alongside the main category they mention Document Management. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Gentreo is based in Quincy, Massachusetts. You can read more at gentreo.com.

Our checklist for this category: offline access, permissions, and export formats. Get the renewal terms in writing before the first invoice.

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