U.S. federal trademark · Serial No. 87287726 · Reg. No. UK0000320377
estate trust planning; financial services, namely, wealth management services; assessing insurance claims; investment services, namely, asset acquisition, consultation, development and management services; consulting and information concerning insurance; financial consultancy for estate planning purposes and insurance consultancy; financial evaluation for insurance purposes; insurance claims processing; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; asset and portfolio management, namely, on-line financial planning services; financial asset management; financial portfolio management; fiscal valuations and assessments; valuation services, namely, financial portfolio analysis services; and providing an on-line searchable database featuring financial information about assets
attorney services, namely, representation of clients in wills regarding financial affairs in the course of estate planning; compiling inventories of personal items for others for insurance or security purposes to meet the needs of individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.