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

Banking services; Bill payment services; Bill payment services provided through a website; Checking account services; Debit card transaction processing services; Electronic payment services, namely, electronic processing and transmission of bill payment data; Financial information provided by electronic means; On-line banking services; Financial services, namely, banking services, mortgage lending services, mortgage banking services, mortgage brokerage services, loan financing services; Automatic teller machine banking services; Online financial services, namely, providing account holders with account information, account balances, available cash, financial holdings, financial transaction history and financial numeric calculations; Providing information via the internet featuring financial market data, news and securities quotes; Providing computerized on-line financial transaction services, namely, banking, funds transfer and payment of bills; Providing a website featuring financial information from the internet; Banking services provided by mobile telephone connections; Electronic funds transfer; Financial information provided by electronic means; Financing and loan services; Mortgage refinancing; On-line banking services; Payment processing services, namely, credit card and debit card transaction processing services; Savings account services; Charitable fundraising services; Financial administration of scholarship programs; Providing educational scholarships; Financial services, namely, wealth management; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Estate trust management; Investment management; Trust management accounts; Management of a capital investment fund; Individual retirement account services; Financial administration of retirement plans; Financial administration of employee benefit accounts; Management of endowment accounts; Financial services, namely, tax payment management and tax payment reporting