Downloadable software for discovering, securing, closing and transferring financial accounts and assets after a person’s death, namely, retirement accounts, savings accounts, checking accounts, stocks, bonds, life insurance, funeral insurance, credit cards, properties, vehicles, cryptocurrency, businesses, pensions, Health Savings Accounts (HSAs), and Certificates of Deposits (CDs); Downloadable software for end-of-life management of personal arrangements, such as administrative, legal, and financial information; Downloadable software for financial and estate settlement; Downloadable software for generating probate documents that meet specific state and county requirements; Downloadable software for filing for an Employer Identification Number (EIN) for estates and setting up estate bank accounts; Downloadable software for distributing funds from estate bank accounts to beneficiaries; Downloadable software for enabling electronic and online identity verification and fraud prevention; Downloadable software for managing financial accounts and investments; Downloadable application programming interface (API) software

(Based on Use) Financial and estate settlement services; Providing online information regarding general estate planning, probate of wills and intestate estates (Based on Intent to Use) Financial planning and consulting; Financial advisory services and investment management of funds for others

Providing temporary use of non-downloadable software for discovering, securing, closing and transferring financial accounts and assets after a person’s death, namely, retirement accounts, savings accounts, checking accounts, stocks, bonds, life insurance, funeral insurance, credit cards, properties, vehicles, cryptocurrency, businesses, pensions, Health Savings Accounts (HSAs), and Certificates of Deposits (CDs); Providing temporary use of non-downloadable software for end-of-life management of personal arrangements, such as administrative, legal, and financial information; Providing temporary use of non-downloadable software for financial and estate settlement; Providing temporary use of non-downloadable software for generating probate documents that meet specific state and county requirements; Providing temporary use of non-downloadable software for filing for an Employer Identification Number (EIN) for estates and setting up estate bank accounts; Providing temporary use of non-downloadable software for distributing funds from estate bank accounts to beneficiaries; Providing temporary use of non-downloadable software for enabling electronic and online identity verification and fraud prevention; Providing temporary use of non-downloadable software for managing financial accounts and investments; Identity theft and fraud prevention services relating to online transactions, namely, electronic monitoring of personally identifying information to detect identity theft and fraud

End-of-life management of personal arrangements, such as administrative, legal, and financial information