U.S. federal trademark · Serial No. 86752083 · Reg. No. 4955523
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
Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust administration; Financial trust operations; Financial trust planning; Individual retirement account services; Investment management; Maintaining escrow accounts for investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Real estate escrow services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Trust management accounts; Trust services, namely, investment and trust company services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.