U.S. federal trademark · Serial No. 75570090
Publications, namely, user manuals published to assist in the use of software products which are used in the fields of estate and financial planning
Consultation services in the field of finance, namely, advising financial planners in the administration of financial planning services
Educational services in the fields of estate and financial planning, namely, continuing education seminars for lawyers and financial planners; personnel training in processes which integrate estate and financial planning
Consultation services, namely, advising financial planners and lawyers in the marketing of financial planning and legal services
Consultation services in the field of law, namely, advising lawyers in the administration of legal services
Computer software, namely, a database management tool for use in the fields of estate planning and financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.