Accounting consultation; Accounting for third parties; Accounting services; 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; Consulting services in the cost management of health care; Forensic accounting services

Estate planning; Estate trust management; Estate trust planning; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Trustee services; Financial services, namely, estate settlement services; Providing counseling and consulting in the field of healthcare insurance benefits; Providing information in the field of estate planning for the elderly

Guardianship services; Conservatorship services, namely, managing the personal affairs or estate of a person who is deemed incapable due to reasons such as age or mental limitations; In-home support services to senior persons, namely, geriatric care management services in the nature of the coordination of necessary services and personal care for older individuals; Providing case management services, namely, coordinating legal, medical, physical, social, personal care and psychological services; Providing case management services, namely, coordinating legal, medical, physical, social, personal care and psychological services for the elderly or disabled