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 maintain a relationship with an attorney, track their assets, and have the ability to make certain word processing changes to their estate planning documents.

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

Generations Executive is designed for clients with taxable estates, irrevocable trusts, and/or multiple businesses.

	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.