U.S. federal trademark · Serial No. 87479080 · Reg. No. 5378667
accounting services, namely, tax filing services, tax advisory services, personal accounting services, tax and taxation planning, advice, information and consultancy services, and tax preparation services provided via telephone, email, Internet, and in-person; estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary
financial services, namely, estate trust management, financial planning services, and wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.