LEAFPLANNER

Estate planning; Financial services, namely, wealth management services

Software as a service (SAAS) services featuring software for secure archiving of personal documents, financial records, insurance documents, and information pertaining to life, legacy, and estate planning and for secure archiving of end of life plans, funeral plans and other end of life, wealth transfer, or post-mortem arrangements; Software as a service (SAAS) services featuring online nondownloadable software for data collection and document automation and generation; Software as a service (SAAS) services featuring software for education and advisement for estate planning, wealth management, wealth transfers, legacy planning and philanthropic giving