U.S. federal trademark · Serial No. 50000354
Downloadable mobile applications for secure document storage and management, matter and workflow management, role-based access control and permissions management, client intake, record-keeping, secure communication and collaboration among authorized users, and organizing, storing, managing, and sharing estate-related information, all in the fields of estate planning, estate administration, probate, trust administration, guardianship, and fiduciary matters
Software as a service (SAAS) services featuring software for secure document storage and management, matter and workflow management, role-based access control and permissions management, client intake, record-keeping, secure communication and collaboration among authorized users, and organizing, storing, managing, and sharing estate-related information, all in the fields of estate planning, estate administration, probate, trust administration, guardianship, and fiduciary matters
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.