Platform as a service (PaaS) services featuring software platforms, for use by financial advisors, for coordinating, recommending, and connecting clients with vetted home care providers, geriatric health care managers, senior move coordinators, hospice and palliative care professionals, death doulas, and grief support experts

Software as a service (SaaS) services featuring software for the creation of personal property assets database and creation of an estate plan for purposes of notifying beneficiaries of allocated assets, tracking asset value, and facilitating sale of personal property assets

Estate planning

Estate planning