Financial planning, namely, providing digital tools and guidance for structuring and managing estate, legacy, and wealth transfer plans; creating personalized strategies for asset distribution, beneficiary designation, and financial legacy planning

'asset':23 'beneficiari':25 'creat':19 'design':26 'digit':5 'distribut':24 'estat':13 'financi':1,28 'guidanc':8 'legaci':14,29 'manag':12 'name':3 'person':20 'plan':2,18,30 'provid':4 'strategi':21 'structur':10 'tool':6 'transfer':17 'wealth':16

Computer programming services, namely, design and development of software; providing temporary use of non-downloadable software for digital estate planning, legacy management, data lifecycle governance, financial planning coordination, and AI-assisted guidance; providing online non-downloadable software for managing user-defined policies, role-based access control, secure storage, and controlled disclosure of digital assets and information

'access':50 'ai':32 'ai-assist':31 'asset':59 'assist':33 'base':49 'comput':1 'control':51,55 'coordin':29 'data':24 'defin':45 'design':5 'develop':7 'digit':19,58 'disclosur':56 'download':16,39 'estat':20 'financi':27 'govern':26 'guidanc':34 'inform':61 'legaci':22 'lifecycl':25 'manag':23,42 'name':4 'non':15,38 'non-download':14,37 'onlin':36 'plan':21,28 'polici':46 'program':2 'provid':10,35 'role':48 'role-bas':47 'secur':52 'servic':3 'softwar':9,17,40 'storag':53 'temporari':11 'use':12 'user':44 'user-defin':43

LEGASEE

Owner

Goods & Services