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Explanation of Benefits

 

 

Generations Executive Service Plan

Generations
Gold

Generations
Silver

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


LifeBalance


 



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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Foley, Foley & Pearson, P.C. is a full service Estate Planning law firm. We offer our clients services in Probate Administration, Estate Taxes, Wills, Trusts, Disability and Incapacity Planning, Estate Administration, Corporate and Business Law, Business Succession Planning, and Planned Giving and Charitable Bequests.