Generations Benefits

For a complete description of the services provided at each level of Generations, please click on the links below.

Generations Silver is designed for clients that want to ensure that their trusts are properly funded and maintained for probate avoidance and for proper distribution to the trust beneficiaries.

Read More

Generations Gold is designed for clients that want to maintain an annual relationship with an attorney. 

Read More

Generations Executive is designed for clients with taxable estates, irrevocable trusts, and/or multiple businesses. Such estate plans require additional review and care. 

Read More

 Generations SilverGenerations GoldGenerations Executive
Amendments to Wills or Living TrustsLimited**
Amendments to Ancillary Plan Documents
Titling Assistance/Discounted Deed Prep
Asset Tracking****
Telephone Consultations
Bank Letters
Continuing Education
Periodic Newsletter
Plan ReviewEvery 3 yearsAnnualAnnual
Powers of Attorney for Adult Children
Post Mortem Administration (fixed fee)
Post-Mortem Administration (discounted hourly rate) 
Client Document Portal 
Incapacity Trust Administration (discounted hourly rate) 
Amendments to Estate Tax Funding ClausesDiscounted Hourly Rate
Irrevocable Trust Services
Irrevocable Trust Administration at discounted rates
Annual Plan Review with your Advisor Team
Maintenance for LLCs and Corporations at discounted rate
709 Gift Tax Return Review
Trust Protector Services

*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.
If you would like to move to a different service level, please contact Sharon Speedy at (907) 522-2272.