U.S. federal trademark · Serial No. 88517573 · Reg. No. 6111109
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
Estate trust management; Investment management; Trust management accounts; Trust services, namely, investment and trust company services; Financial trust administration; Financial trust operations; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.