U.S. federal trademark · Serial No. 77345804 · Reg. No. 3741536
Administrative estate management services, namely, activating revocable living trust, transferring title of real estate to trust, conducting annual reviews, and assisting trustees at time of estate settlement; Consulting services concerning administrative matters in the estate planning field, namely, preparing clients for consultation with estate planning attorney
Estate planning services to protect clients' heirs from having to submit estates to probate based on attorney-prepared estate planning documents such as revocable living trusts, wills, health care powers of attorney, durable powers of attorney, and quit claim deeds; Financial services, namely, assisting with assessing of estate assets and estate settlement services
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