U.S. federal trademark · Serial No. 87754462 · Reg. No. 5634448
Computer software for document assembly and preparation of legal documents in the fields of estate planning, estate settlement, financial planning, gift planning, life and retirement planning and management, creation of trusts and estates, trust and estate management and administration, probate law, risk management, asset management, and family governance and education, tax planning, and wealth management; Downloadable computer software for document assembly and preparation of legal documents in the areas of estate planning, estate settlement, financial planning, gift planning, life and retirement planning and management, creation of trusts and estates, trust and estate administration and management, probate law, risk management, asset management, family governance and education, tax planning, and wealth management
Legal services and legal counseling services in the field of estate planning, estate settlement, financial planning, gift planning, life and retirement planning and management, creation of trusts and estates, trust and estate administration and management, probate law, risk management, asset management, family governance and education, tax planning, and wealth management; Providing a website featuring information in the field of legal services in the nature of estate planning, estate settlement, financial planning, gift planning, life and retirement planning and management, creation of trusts and estates, trust and estate administration and management, probate law, risk management, asset management, family governance and education, tax planning, and wealth management; Providing an internet website portal in the field of legal services in the nature of estate planning, estate settlement, financial planning, gift planning, life and retirement planning and management, creation of trusts and estates, trust and estate administration and management, probate law, risk management, asset management, family governance and education, tax planning, and wealth management
Computer services, in the nature of developing, modifying, improving and updating computer software, namely, design, maintenance, development and updating of computer software in the fields of estate planning, estate settlement, financial planning, gift planning, life and retirement planning and management, creation of trusts and estates, trust and estate administration and management, probate law, risk management, asset management, family governance and education, tax planning, and wealth management; Providing web-hosted, non-downloadable computer software for document assembly and preparation of legal documents in the areas of estate planning, estate settlement, financial planning, gift planning, life and retirement planning and management, creation of trusts and estates, trust and estate administration and management, probate law, risk management, asset management, family governance and education, tax planning, and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.