Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs. Estate planning provides an opportunity for individuals to make their wishes known and to name the person(s) who will be responsible for carrying out those directives. Tools available during the estate planning process include a Last Will and Testament, durable power of attorney for health care, durable financial power of attorney and a directive to physicians such as a living will, natural death directive or other state-recognized document. A revocable living trust may also be appropriate in some circumstances.

Programs that are responsible for administering living trusts, family trusts, marital trusts, dynasty trusts, IRA rollover trusts, trusts for minors and any of a wide variety of other individual trusts that have been set up to meet a client's specific needs. Services include managing the portfolio, paying out income and principal, preparing and filing tax returns, and overseeing special concerns such as real estate, partnerships and closely held business interests while meeting the individual's goals and objectives and complying with all relevant legal and regulatory requirements.

People who identify as part of the gender and sexually expansive community that includes people who are lesbian, gay, bisexual, transgender, two-spirit, queer, pansexual, intersex, asexual, bigender, genderqueer, third gender, pangender, nonbinary, gender nonconforming, agender or allied, or who are in the process of coming out or questioning their sexual orientation or gender identity.

Programs that provide information and/or services that deal with topics relating to the gender and sexually expansive community that includes those who are lesbian, gay, bisexual, transgender, queer, two-spirit or coming out or questioning their sexual orientation or gender identity.