U.S. federal trademark · Serial No. 97341977
Software as a service (SAAS) services featuring software for use in the planning, creation, development, and management of estate planning investment trusts; Software as a service (SAAS) services featuring software for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services; Platform as a service (PAAS) featuring computer software platforms for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services
Trust services, namely, investment and trust company services; financial trust planning; trust management; outsource service provider of trust management services; advisory services in the field of estate planning, trust planning and wealth transfer planning; financial planning for wealth transfer; outsource service provider in the field of estate plan administration
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