Educational services, namely, providing courses of instruction in the field of estate planning, the creation and revision of wills, trusts, annuities and other estate documents, and financial and gift planning

'annuiti':21 'cours':5 'creation':15 'document':25 'educ':1 'estat':12,24 'field':10 'financi':27 'gift':29 'instruct':7 'name':3 'plan':13,30 'provid':4 'revis':17 'servic':2 'trust':20 'will':19

Estate planning services, namely, offering assistance in the creation and revision of wills, trusts, annuities and other estate documents and estate and gift planning; financial planning

'annuiti':15 'assist':6 'creation':9 'document':19 'estat':1,18,21 'financi':25 'gift':23 'name':4 'offer':5 'plan':2,24,26 'revis':11 'servic':3 'trust':14 'will':13

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