Software as a service (SAAS) services featuring software for users to self-generate estate planning documents for personal financial planning purposes, including revocable living trusts, pour-over wills, certificates of trust, and related estate planning documentation; financial information and consultation services provided via a website featuring estate planning information; estate planning information services.

Online non-downloadable software for users to self-generate legal documents, namely, revocable living trusts, pour-over wills, certificates of trust, durable powers of attorney, and advance healthcare directives; providing a website featuring information regarding estate planning and self-directed legal document preparation for personal use; legal document preparation services for self-directed users.