U.S. federal trademark · Serial No. 97713440 · Reg. No. 8106007
Business planning; 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; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consulting services
Legal advisory services; Legal advisory services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal consultancy in the field of taxation; Legal consultation services; Legal consulting services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal information services; Legal information services in the field of business planning, estate planning, fiduciary services, and tax planning; Legal services; Legal services relating to company formation and registration; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of business law, estate and trust law, and taxation law; Legal services, namely, providing customized legal information, counseling, advice, and litigation services in all areas of law to people and families of modest incomes; Providing information about legal services via a website
Estate planning; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Financial consultancy services, namely, creating personalized strategies for achieving financial independence through estate planning; Providing on-line information in the field of charitable monetary giving through estate planning; Venture capital advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.