financial and estate planning services, namely, asset analysis and advice with regards to ownership and beneficiary provisions on financial and other assets, namely, insurance and annuities, securities, equities, and bank accounts for estate planning; estate planning management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling such documents by others, namely, beneficiaries, executors and attorneys, upon death or when otherwise necessary

'account':31 'advic':10 'analysi':8 'annuiti':26 'asset':7,22 'assist':39 'attorney':65 'bank':30 'beneficiari':16,62 'conjunct':52 'death':67 'document':58 'equiti':28 'estat':3,33,35 'executor':63 'financi':1,19,49 'gather':42 'handl':56 'instruct':54 'insur':24 'manag':37 'name':6,23,38,61 'necessari':71 'organ':44 'other':60 'otherwis':70 'ownership':14 'person':46 'plan':4,34,36 'provis':17 'record':50 'regard':12 'secur':27 'servic':5 'upon':66 'vital':47

HEIRPLAN

Owners

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