U.S. federal trademark · Serial No. 87072682
Downloadable software in the nature of a mobile application for use in education savings, retirement savings, insurance consultation, brokerage and administration, estate planning, generating estate planning documents, wills and trusts, management of trusts, trustee services, enabling trustees to provide service, and gifting of specific items to individuals
Online brokerage services, namely, insurance and mortgage brokerage services; estate planning; estate planning services accessible by means of downloadable mobile applications, namely, generating estate planning documents, trusts, management of trusts, trustee services, enabling trustees to provide service, and gifting of specific items to individuals; Insurance consultation, insurance and mortgage brokerage and administration by means of downloadable mobile applications; Insurance consultation, brokerage and administration
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.