Tax Season is a Great Time to Create or Update Your Estate Plan – And We’re Here to Help

As tax season approaches, you’re already organizing your financial documents. But while you’re checking off your tax to-do list, there’s another critical step you should take—creating or updating your estate plan.

Tax season is a time when many people take a closer look at their finances—gathering documents, reviewing assets, and planning for the future. It’s also the perfect opportunity to ensure those assets are protected with a proper estate plan. That’s why Chelsea Employees FCU has partnered with Gentreo, a trusted digital estate planning solution, to help our members create, store, and share essential documents like wills, powers of attorney, and healthcare proxies—ensuring their families are secure for the long term.

With Gentreo, you can create, store, and share legally binding estate planning documents, including a will, power of attorney, and healthcare proxy—all online, in the comfort of your own home.

And with the Gentreo Digital Vault, you can securely store and share only what you choose with the right people—exactly when they need it. You can save all your tax documents and back-up in the Gentreo Digital Vault too so they are never lost.

Why Estate Planning & Tax Season Go Hand in Hand

✅ You’re Already Organizing Your Financial Information

Tax season requires gathering financial records, making it the ideal time to review and update your estate plan with accurate financial data. And, you can save all of this data in your Gentreo Digital Vault so you can easily find it any time!

✅ Align Your Beneficiaries with Your Financial Goals

Retirement accounts, life insurance policies, and annuities have designated beneficiaries. Tax season is a great time to review and update them to ensure they reflect your current wishes.

✅ Protect & Share Your Documents with the Gentreo Digital Vault

Estate planning documents are only useful if they are accessible when needed. With the Gentreo Digital Vault, you can:
✔️ Securely store your will, power of attorney, healthcare proxy, and other key documents
✔️ Choose exactly who gets access to each document—your family, financial advisor, or attorney
✔️ Make updates at any time as your life changes

As a member, you now have access to Gentreo’s exclusive estate planning platform at reduced prices. And we’ll notarize your documents for free! This means you can:

✔️ Create a legally valid will, power of attorney, and healthcare proxy in minutes
✔️ Store and organize documents and important information in the Gentreo Digital Vault
✔️ Share access securely with loved ones, ensuring they have what they need, when they need it

Take advantage of this exclusive credit union member benefit today! Click on the link below.

📲 Start your estate plan now:  www.Gentreo.com/ChelseaEFCU

City of Chelsea Employees can learn more at the Chelsea Lunch & Learn at City Hall on March 18, 2026 at 11 AM in the City Council Chambers.

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