99507270
Nov 20, 2025
Trustee services, namely, financial trust administration and management of trust accounts for individual trustees; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial asset custody for estate trust management purposes, and financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial asset custody for estate trust management purposes, and financial administration, distribution, and management of estate trusts; representative services as a trustee, namely, trustee services; services related to administration and custody of assets, namely, financial asset management; providing financial custody services to investment advisors and their clients, namely, maintaining possession of financial assets for others for financial management purposes; bill payment services for individuals; trustee services in the nature of acting as financial representative under powers of attorney
Insurance and Financial