U.S. federal trademark · Serial No. 97680199
Downloadable business process automation and workflow management software in the fields of estate planning, trust planning, and charitable gift planning; Downloadable software for the collection, editing, organizing, modifying, book marking, transmission, storage, and sharing of data and information in the fields of estate planning, trust planning, and charitable gift planning; Downloadable software for data analytics and recommending next best actions based upon data analysis in the fields of estate planning, trust planning, and charitable gift planning; Downloadable business risk management software in the fields of estate planning, trust planning, and charitable gift planning; Downloadable business decision tree generation software in the fields of estate planning, trust planning, and charitable gift planning; Downloadable electronic publications, namely, written articles, brochures, pamphlets, and instructional guides in the fields of estate planning, trust planning, and charitable gift planning
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