U.S. federal trademark · Serial No. 99433382
Providing online non-downloadable software for end-of-life estate and legacy planning and post-death estate settlement and administration, namely, automated task tracking and workflow management for estate and trust organization and settlement support, digital document collection, organization, and secure storage, tools for identifying, cataloging, and tracking estate assets and financial accounts, automated notifications and correspondence to third-party institutions, coordinating communication among family members, attorneys, accountants, and financial institutions, and providing informational resources relating to grief, bereavement, and end-of-life planning.
Downloadable mobile applications for end-of-life estate and legacy planning and post-death estate settlement and administration, namely, automated task tracking and workflow management for estate and trust organization and settlement support, digital document collection, organization, and secure storage, tools for identifying, cataloging, and tracking estate assets and financial accounts, automated notifications and correspondence to third-party institutions, coordinating communication among family members, attorneys, accountants, and financial institutions, and providing informational resources relating to grief, bereavement, and end-of-life planning.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.