Assisting Clients
Throughout Alaska
Serving Alaskans

Explanation of Benefits


Generations Silver

Generations Gold

Generations Executive

Amendments to Wills or Living Trusts



Amendments to Ancillary Plan Documents

Titling Assistance / Discounted Deed Preparation Fee

Asset Tracking

Telephone Consultations

Bank Letters

Continuing Education

Periodic Newsletter

Plan Review

Every 3 Years



Powers of Attorney for Adult Children

Post-Mortem Administration (fixed fee)

Post-Mortem Administration (discounted hourly rate)


Client Document Portal


Amendments to Estate Tax Funding Clauses

 Discounted Hourly Rate

Incapacity Trust Administration (discounted hourly rates)


Trust Protector Services

Fixed Fee

Irrevocable Trust Services

Irrevocable Trust Administration at discounted rates

Annual Plan Review with your Advisor Team

Corporate Maintenance for LLCs and Corporations at discounted rates

709 Gift Tax Return Preparation and Filing

*Excludes estate tax planning.

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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4300 B Street, Suite 400, Anchorage, AK 99503
| Phone: 907-522-2272

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