U.S. federal trademark · Serial No. 90328053 · Reg. No. 7031582
Financial trust planning; outsourced service provider of trust management services; advisory services in the field of estate planning, trust planning and wealth transfer planning; financial planning for wealth transfer; outsourced service provider in the field of estate plan administration
Software as a service (SAAS) services featuring software for use in the planning, creation, development, and management of estate planning investment trusts; Software as a service (SAAS) services featuring software for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services; Platform as a service (PAAS) featuring computer software platforms for use in estate planning, trust planning and wealth transfer planning, namely, operating an exchange for the outsourcing of trust management and administration services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.