U.S. federal trademark · Serial No. 86726508 · Reg. No. 4954906
Estate planning; Estate trust management; Estate trust planning; Financial consulting; Financial management; Financial planning; Financial services, namely, estate settlement services; Financial services, namely, wealth management services; Trustee services
Accounting consultation; Accounting services; 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; Financial records management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.