Assisting Clients
Throughout Alaska
Serving Alaskans

Explanation of Benefits




Generations Executive Service Plan

Amendments to Wills or Living Trusts


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:

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

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