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.

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.

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