Explanation of Benefits

	Generations Silver	Generations Gold	Generations Executive Service
Amendments to Wills or Living Trusts	Limited	✔	✔
Amendments to Ancillary Plan Documents	✔	✔	✔
Titling Assistance	✔	✔	✔
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 rate)		✔	✔
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 Review			✔

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: