U.S. federal trademark · Serial No. 99383346
Estate planning; Estate trust planning; Estate trust management; Financial advice; Financial consulting; Financial planning; Financial planning consultation; Financial trust planning; Providing financial information; Financial advisory services; Providing financial information via a website; Providing financial information and financial advice via a website
Software as a service (SAAS) services featuring software for creating financial plans and estate plans; Providing subscription-based temporary use of on-line non-downloadable software for use in aggregating financial information and trust and estate information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.