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Appointment reminder services; Business consulting, management, and planning services in the field of estate, end-of-life and financial planning in addition to family communications and planning for retirement, end of life transitions or unexpected events in the form of trainings, workshops and classes, live and recorded, for individual, groups or private parties to provide coaching, consulting, advice, recommendations, reviews and services.; Providing an in-person event, workshop, class, networking, referral or partnerships forum in the field of estate, end-of-life, life milestone, retirement, insurance, financial, funeral and death care.; Providing purchase advisory and consulting services to consumers for the purchase of home and document organizing, legal and financial informations and services, insurance, end of life and legacy services for individuals, couple, families, employers and professional communities.

Educational services, namely, providing online instruction in the field of estate, end-of-life and financial planning in addition to family communications and planning for retirement, end of life transitions or unexpected events in the form of trainings, workshops and classes, live and recorded, for individual, groups or private parties to provide coaching, consulting, advice, recommendations, reviews and services.