estate trust planning; financial services, namely, wealth management services; assessing insurance claims; investment services, namely, asset acquisition, consultation, development and management services; consulting and information concerning insurance; financial consultancy for estate planning purposes and insurance consultancy; financial evaluation for insurance purposes; insurance claims processing; financial custody services, namely, maintaining possession of financial assets for others ...

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