Guides, instructional texts, pamphlets, notebooks, files, planners and workbooks, in digital format, related to the collection, compilation, recordation, and/or maintenance of financial, legal, and/or estate planning information and documents, in conjunction with instructions for the handling of such information and documents by others, including executors, trustees and attorneys, upon death or when otherwise necessary

'and/or':19,24 'attorney':48 'collect':16 'compil':17 'conjunct':31 'death':50 'digit':11 'document':29,41 'estat':25 'executor':45 'file':6 'financi':22 'format':12 'guid':1 'handl':36 'includ':44 'inform':27,39 'instruct':2,33 'legal':23 'mainten':20 'necessari':54 'notebook':5 'other':43 'otherwis':53 'pamphlet':4 'plan':26 'planner':7 'record':18 'relat':13 'text':3 'truste':46 'upon':49 'workbook':9

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