Explanation of Benefits

	Generations Silver	Generations Gold	Generations Executive Service Plan
Amendments to Wills or Living Trusts	Limited	✔	✔
Amendments to Ancillary Plan Documents	✔	✔	✔
Titling Assistance	✔	✔	✔
Asset Tracking	✔	✔	✔
Telephone Consultations	✔	✔	✔
Bank Letters	✔	✔	✔
Continuing Education	✔	✔	✔
Periodic Newsletter	✔	✔	✔
Notice of Changes in the Law	✔	✔	✔
Plan Review	✔	✔	✔
Powers of Attorney for Adult Children	✔	✔	✔
LifeBalance	✔	✔	✔
Post Mortem Administration (fixed fee)	✔	✔	✔
Legal Vault^®		✔	✔
Irrevocable Trust Services		✔	✔
Annual Plan Review with your Advisor Team			✔
Discounted Fee for Corporate Maintenance for LLCs and Corporations			✔
Disability Trust Administration		Fixed Fee	✔
709 Gift Tax Return Preparation and Filing		Discounted Fee	✔

For a complete description of the services provided at each level of Generations, please click on the links below.

With Generations Silver we will assist you in making certain amendments to your Will and Living Trust documents including: changing trustees, successor trustees, personal representatives or guardians; modifications to instructions or personal property memoranda; adding or deleting specific gifts; and other clerical changes that do not modify the substance of the plan or require attorney counseling or plan re-design.

Generations Gold clients receive the same services as Generations Silver clients, and are also entitled to the following additional services:

Generations Executive Service is for clients with multiple business entities, revocable trusts and irrevocable trusts that require additional service, review and care. Generations Executive Service clients are provided the same level of service as Generations Gold clients, and are also entitled to the following additional services: