How We Help

It is “ surprisingly” typical to find people anxiously thinking for years about getting their estate plan done with little progress. The topic is easy to put off and can be overwhelming, and mixed messages from various advisors contribute to this critical project not getting done. Clients soon find that lawyers, CPAs, and financial advisors generally operate in isolation, yet each has a role in the planning. It is this fragmented approach that exacerbates the problem but opens the door for Generations Legal Services' primary value. Generation Legal Services addresses this problem with a comprehensive, integrated approach, ensuring a smooth process for our clients.

Our six key services work in harmony to guide you through the estate planning process:

• Educational Workshops: We provide informative sessions to help you understand the intricacies of estate planning.
• Complimentary Estate Review: We conduct a thorough review of your current estate to identify any gaps or areas for improvement.
• Plan Design: We collaborate and explore will or trust-based plans to determine which is best for your unique situation.
• Plan Delivery and Funding: We ensure the plan is effectively implemented and properly funded so the family does not experience probate and the payment of unnecessary taxes.
• Philanthropy and Giving: We explore your charitable goals and integrate them into your estate plan to ensure your philanthropic desires are fulfilled.
• Estate Settlement: We provide families a single point of contact and formal project plans to address the mountain of issues and paperwork needed to pass assets to heirs

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