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.

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

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

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 Generations SilverGenerations GoldGenerations Executive
Amendments to Wills or Living TrustsLimited
Amendments to Ancillary Plan Documents
Titling Assistance
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 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 ServicesFixed Fee