Assisting Clients
Throughout Alaska


The Generations Program

What is Generations?

It is our experience that the two most common reasons why estate plans do not meet the goals and expectations of clients are:

  • The plans have not been properly funded (titling of assets), or
  • The plans have not been updated and maintained as assets, families and goals change.

Foley & Pearson has developed an estate planning updating and maintenance program for clients who have living trust-based estate plans. We call this program Generations. This program has been so well received by our clients that we have expanded the program to provide our clients with a choice of three levels of service. Clients are charged an annual fee to participate in the Generations program, based on their choice of service level.

For a comparison of the three levels of Generations services, and detailed descriptions of the services provided, please click on the button below.

Explanation of Benefits