Filed Nov. 1, 2026

Serial No. 50193774

Class Software as a service (SAAS) services featuring software for managing estate planning and estate administration matters, namely, organizing client information, documents, assets, and beneficiary designations, visualizing how assets pass under wills, trusts, account titling, and beneficiary designations, and securely storing estate planning and estate administration documents; Software as a service (SAAS) services featuring software for managing estate planning and estate administration matters, namely, providing task checklists for estate planning and estate settlement, tracking statutory deadlines and tasks, sending notifications of approaching and missed deadlines, generating forms and letters for estate administration, and providing secure communication and scheduling of periodic estate plan reviews between estate planning and estate administration professionals and their clients; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for drafting correspondence and generating visual summaries of estate plans, in the field of estate planning and estate administration; 100; 101

Case Type Service mark