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**The Generations Program**

Providing ongoing support to keep your plan current and funded.

Supporting Your Family’s Estate Planning for Years to Come

Your estate plan should work as intended not just when it’s signed, but for years to come. Over time, changes in your assets, family circumstances, or the law can affect how your plan functions. Our Generations program was created to help clients maintain their Living Trust-based estate plans so they remain up-to-date, fully funded, and aligned with their goals.

Generations Benefits

Ongoing Guidance

Regular reviews with an attorney or paralegal to confirm your plan still reflects your intentions and complies with current law.

Asset Tracking & Funding Support

Assistance with asset titling, tracking, and funding so your trust is positioned to carry out your wishes.

Education & Resources

Access to our workshops, newsletters, and educational materials for you, your family, and your Successor trustees.

**Why the Generations Program Matters for Your Family and Future**

In our experience, the two most common reasons estate plans fail are:

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Assets are not properly titled or transferred into the plan.
The plan is not updated as life and laws change.

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Generations addresses both issues by providing structured, ongoing maintenance. With regular reviews, asset tracking, and proactive guidance from our attorneys and paralegals, you can be confident your plan will beready when it’s needed most.

Choose the Service Level That Fits Your Needs

Generations offers three levels of service: Silver, Gold, and Executive, so you can select the right level of ongoing support.

01

Generations Silver

Designed for clients who want to maintain a relationship with an attorney, track assets, and make limited updates to estate planning documents.

Learn More About Silver

02

Generations Gold

Ideal for clients seeking annual meetings with a partner attorney, expanded update options, and discounted rates for certain estate planning services and administration.

learn more About Gold

03

Generations Executive

Best suited for clients with taxable estates, irrevocable trusts, and/or multiple businesses—includes advanced planning, advisor team meetings, and corporate maintenance services at discounted rates.

Learn More About Executive

Service Comparison

	Generations Silver	Generations Gold	Generations Executive
Amendments to Wills or Living Trusts	Limited*	✔*	✔
Amendments to Ancillary Plan Documents	✔	✔	✔
Titling Assistance / Discounted Deed Preparation Fee	✔	✔	✔
Asset Tracking	✔**	✔**	✔
Telephone Consultations	✔	✔	✔
Bank Letters	✔	✔	✔
Client Document Portal	✔	✔	✔
Continuing Education	✔	✔	✔
Periodic Newsletter	✔	✔	✔
Plan Review	Every 3 years	Annual	Annual
Powers of Attorney for Adult Children	✔	✔	✔
Post Mortem Administration (fixed fee)***	✔	✔	✔
Post-Mortem Administration (discounted hourly rates)***		✔	✔
Amendments to Estate Tax Funding Clauses		Discounted Hourly Rate	✔
Incapacity Trust Administration (discounted hourly rates)***		✔	✔
Irrevocable Trust Services (discounted hourly rates)***			✔
Irrevocable Trust Administration (discounted hourly rates)***			✔
Periodic Plan Review with your Advisor Team			✔
Corporate Maintenance for LLCs and Corporations (discounted hourly rates)****			✔
Excludes estate tax planning. Covers revisions outlined in the service summaries for Generations Gold Level and Generations Silver Level. Excludes tracking of assets held in an irrevocable trust. Signed fee agreement required prior to representation. Does not include Corporate Transparency Act filings. If you would like to move to a different service level, please contact Sharon Speedy at (907) 522-2272**.

**Your Generations Tools**

Access Your Client Portal here

Securely view documents, upload forms, and stay in touch with our team.

Meet Your Generations Guide

Your dedicated paralegal is your point of contact for updates, questions, and keeping your plan on track.

Meet Alex Quast

How to Use Your Generations Portal

Watch our short video to learn how to log in, navigate, and use your portal features.

Watch the Video

Looking Years Ahead, Together

Your estate plan is a long-term safeguard for you and your loved ones. By enrolling in Generations, you gain a structured process for keeping your plan accurate, funded, and ready for the future.