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.
Generations Gold is designed for clients that want to maintain an annual relationship with an attorney.
Generations Executive is designed for clients with taxable estates, irrevocable trusts, and/or multiple businesses. Such estate plans require additional review and care.
| Generations Silver | Generations Gold | Generations Executive | |
| Amendments to Wills or Living Trusts | Limited* | ✔* | ✔ |
| Amendments to Ancillary Plan Documents | ✔ | ✔ | ✔ |
| Titling Assistance/Discounted Deed Prep | ✔ | ✔ | ✔ |
| Asset Tracking | ✔** | ✔** | ✔ |
| Telephone Consultations | ✔ | ✔ | ✔ |
| Bank Letters | ✔ | ✔ | ✔ |
| 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 rate) | ✔ | ✔ | |
| Client Document Portal | ✔ | ✔ | ✔ |
| Incapacity Trust Administration (discounted hourly rate) | ✔ | ✔ | |
| Amendments to Estate Tax Funding Clauses | Discounted 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.