78560088
Feb 3, 2005
Mar 21, 2006
Estate planning relating to business and management, namely, preparing documents tailored to help people better connect their money to their life mission by linking the document closely with legal documents such as legal wills, living wills, health care directives, and powers of attorney, to result in an integrated planning tool that communicates the user's values to their family and others and is connected to the user's estate plan through their legal documents
Insurance and Financial