U.S. federal trademark · Serial No. 85373203
Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice, namely, budget planning
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; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.