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Owners

Goods & Services

Financial trust planning; trust management; outsource service provider of trust management services; advisory services in the field of estate planning, trust planning and wealth transfer planning; financial planning for wealth transfer; outsource service provider in the field of estate plan administration

Software as a service (SAAS) services featuring software for use in the planning, creation, development, and management of estate planning investment trusts; Software as a service (SAAS) services featuring software for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services; Platform as a service (PAAS) featuring computer software platforms for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services