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
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.
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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:
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