ESTATE GURU

Administration of employee benefit plans concerning estate planning; Attorney referrals; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

Estate planning; Estate trust management; Estate trust planning; Financial services, namely, estate settlement services; Financial trust planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning

Legal document preparation and research services for attorneys; Legal document preparation services; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of estate planning