Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

Financial services, namely, banking; commercial and consumer checking, savings, and on-line cash account services; credit card services; electronic credit card transactions; commercial and consumer lending and financing; estate trust management and consulting related thereto; estate planning; financial services, namely, estate settlement services; financial planning, namely, trust planning and fiduciary planning; fiduciary services, namely, fiduciary representative services; providing secure financial transactions in the nature of electronic cash transactions, electronic credit card transactions, electronic debit transactions, and electronic check processing transactions; providing secure financial transactions in the nature of electronic payment, namely, electronic processing and transmission of bill payment data via a global computer network; insurance brokerage and agency in all lines of personal and commercial insurance