FUTUREFUND
Filed: April 8, 1991
computer program used for estate planning purposes to calculate various taxes applicable to retirement plans, along with…
Owned by: Viewplan, Inc.
Serial Number: 74154864
FACTUARY
Filed: April 8, 1991
computer programs for use in estate planning and program manuals, all sold as a unit
Owned by: Viewplan, Inc.
Serial Number: 74154865
"TRACKRECORD"
Filed: April 8, 1991
computer program used to organize client data for estate planning purposes and accompanying user's manual, all sold as a…
Owned by: Viewplan, Inc.
Serial Number: 74154866
BENEFACTS
Filed: February 14, 1992
computer software used for analyzing charitable gift planning techniques, and user manual, all sold as a unit
Owned by: Viewplan, Inc.
Serial Number: 74246332
VIEWPLAN STEPONE
Filed: June 15, 1992
computer program and user's manual used for estate planning purposes
Owned by: Viewplan, Inc.
Serial Number: 74284677
FUTUREFUND
Filed: March 22, 1993
computer software used for estate planning purposes to calculate various taxes applicable to employee retirement plans,…
Owned by: Viewplan, Inc.
Serial Number: 74370289
WINDOWS ON THE FUTURE
Filed: July 6, 1993
computer software used for estate planning and other finance related purposes and accompanying user's manuals, with each…
Owned by: Viewplan, Inc.
Serial Number: 74409259
TRACKRECORD
Filed: May 16, 1994
computer software used to organize client data for estate planning purposes and accompanying user's manual, all sold as…
Owned by: Viewplan, Inc.
Serial Number: 74525224
VISTA
Filed: June 6, 1994
computer software used for estate planning and accompanying user's manual, all sold as a unit
Owned by: Viewplan, Inc.
Serial Number: 74533341
VIEWPLAN STEPONE
Filed: June 9, 1994
computer program and user's manual used for estate planning purposes all sold as a unit
Owned by: Viewplan, Inc.
Serial Number: 74535232
ESTATE EXPRESS
Filed: August 15, 1994
computer software used primarily for estate planning purposes and accompanying user's manual, all sold as a unit
Owned by: Viewplan, Inc.
Serial Number: 74561156
CHARITABLE PLANNING PRIMER
Filed: April 17, 1995
information booklet on the aspects of charitable planning, containing tax and related information for charitable planning…
Owned by: Viewplan, Inc.
Serial Number: 74661940
BENETRACK
Filed: July 28, 1995
software program to report charitable gifts and donors
Owned by: Viewplan, Inc.
Serial Number: 74707837
CHARITABLE GIVING PRIMER
Filed: July 28, 1995
textbook for planned giving officers
Owned by: Viewplan, Inc.
Serial Number: 74707838
ESTATE PLANNING PRIMER
Filed: November 2, 1995
information booklet on the aspects of estate planning, containing tools and techniques for estate planning
Owned by: Viewplan, Inc.
Serial Number: 75014136
BACKERTRACKER
Filed: May 28, 1996
software programs designed to assist primarily in organizing, gathering, compiling, processing and displaying information…
Owned by: Viewplan, Inc.
Serial Number: 75110053
ESTATE EXPRESS
Filed: May 12, 1997
computer software used for estate planning, and accompanying user's manual all sold as a unit
Owned by: Viewplan, Inc.
Serial Number: 75289813
TEXTULATOR
Filed: May 12, 1997
computer software which provides text and/or graphical explanations of legal, estate planning and other topics, and organizes…
Owned by: Viewplan, Inc.
Serial Number: 75290250
FUTUREFUND
Filed: May 12, 1997
computer program used for financial analysis of retirement plans, along with accompanying user's manual, all sold as a unit…
Owned by: Viewplan, Inc.
Serial Number: 75290417
