Real estate management services

Financial services, namely, estate settlement services for the purpose of estimating the likelihood of probated estates, locating probated estates, preparing claims to probated and non-probated estates, and recovering from probated and non-probated estates

Insurance services, namely, underwriting, issuing and administration of life insurance

printed material, namely, books, brochures, pamphlets, booklets, circulares, and flyers concerning estate planning

Financial services, namely, [ banking, brokerage in the fields of securities and commodities, insurance brokerage and administration, annuity underwriting, ] financial consultation in the field of investment advice