MITZI

Downloadable software for estate planning, retirement planning, and financial planning, featuring information, access to educational materials and template documents, document preparation and drafting, data and document storage and management; Downloadable software in the nature of a mobile application for estate planning, retirement planning, and financial planning, featuring information, access to educational materials and template documents, document preparation and drafting, data and document storage and management

Providing a website featuring technology that enables users to manage, track, and obtain information regarding estate planning, retirement planning, financial planning, and enabling users to prepare and draft documents related to the foregoing; Providing on-line non-downloadable software for estate planning, retirement planning, and financial planning, featuring information, access to educational materials and template documents, document preparation and drafting, data and document storage and management; Providing online non-downloadable computer software platforms for estate planning, retirement planning, and financial planning, featuring information, access to educational materials and template documents, document preparation and drafting, data and document storage and management; Cloud computing featuring software for use for estate planning, retirement planning, and financial planning, featuring information, access to educational materials and template documents, document preparation and drafting, data and document storage and management