Assisting Clients
Throughout Alaska
Serving Alaskans

Gold Level

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

  • Unlimited Amendments to Basic Plan Documents. 
    We will amend your living trust, will, health care documents, power of attorney, or related documents at any time at no charge.  These changes include any substantive changes in the documents.
  • Legal Vault®.
    Secure Internet access to electronic copies of your estate planning documents. Electronic copies of your documents are available to you 24/7 by logging into the Foley & Pearson website with a personalized password. Your electronic documents may include your trust, will, power of attorney, health care documents, certificate of trust or other documents which you want to be able to access electronically. When you meet with one of our attorneys to amend or update your documents, we will upload the new documents to Legal Vault®, and remove the prior documents, so that your current estate planning documents are always available.
  • Irrevocable Trust Services.
    Irrevocable trust services include document interpretation, asset tracking and titling, gifting to trust, exercise of powers of appointment, drafting certifications of trust and assistance with preparation and distribution of "Crummey Notices".

The following services are also offered to our Generations Gold clients at an additional, discounted fee:

  • Disability Trust Administration.
    We will assist Generations Gold clients and their successor trustees with the implementation of trustee succession upon the disability of a Trustmaker or a current Trustee of a revocable or irrevocable trust.  We will charge a maximum fixed fee of $1,500 for this service, which includes preparation of: Certifications of Disability for disability panel members or physicians; Affidavits or Certifications of successor trustees; termination and nomination of successor trustees; instructions for the removal of resigning Trustees and the addition of successor trustees as signers on existing accounts.
  • 709 Gift Tax Return preparation and filing.
    Foley, Foley & Pearson will prepare and file 709 Gift Tax returns. The discounted fee for this service is $500 per return. 

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

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