Filed June 17, 2026

Serial No. 99890202

Class Software as a service (SAAS) services featuring software for trust administration, estate administration, and probate administration; featuring software for estate planning, including the organization, preparation support, and management of wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, beneficiary designations, and related estate-planning documents; fiduciary and trustee recordkeeping, accounting, compensation calculation, and generation of administration and compliance records;; Software as a service (SAAS) services featuring software for identifying asset-protection-sensitive and other legal issues for attorney review, statutory-deadline and task tracking, document management and storage, beneficiary and client communication, and workflow management for law firms and fiduciaries; providing temporary use of online non-downloadable software for artificial-intelligence-assisted review and analysis of trust, estate, and estate-planning documents under attorney supervision.; 100; 101

Case Type Service mark