Tax preparation

Trust services, namely, investment and trust company services; personal trustee services; financial trust administration, namely, estate trust administration and estate trust management services; fiduciary representative services; financial trust operations; trust management accounts; trusteeship representative services; investment advisory, consultation, and management services; financial portfolio management services; fiduciary tax payment processing services; financial and investment consultation services; financial trust administration, namely, foundation and endowment trust administration; financial management and financial planning services in connection with foundation and endowment trusts; trustee services; financial custodial services, namely, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; financial guardianship and financial conservatorship services, namely, financial management for persons deemed incapable; financial services in the nature of estate settlement services; custody services relating to financial assets, namely, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; insurance consultation; bill payment services; providing online trust services, namely, investment and trust company services provided via a global computer or communication network; providing financial information for others, namely, trust management account and financial account information, trust account balances, and trust account portfolio information