Assisting Clients
Throughout Alaska
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Serving Alaskans
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Explanation of Benefits

 

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

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

 

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. 

Read More

 



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| Phone: 907-522-2272

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