WEALTHDOCS
Computer software for database and information management, and document assembly for word processing; Computer software…
Owned by: WealthCounsel, LLC
Serial Number: 76524770
THE WEALTHCOUNSEL ASSET TRANSFER SYSTEM
Computer software and instruction manuals sold as a unit for use in the areas of tax planning, estate planning, and estate…
Owned by: WealthCounsel, LLC
Serial Number: 77424293
SETTLEMENTCOUNSEL
Computer software and instruction manuals sold as a unit for use in the areas of tax planning and estate planning
Owned by: WealthCounsel, LLC
Serial Number: 77424321
FUNDINGCOUNSEL
Computer software and instruction manuals sold as a unit for use in the areas of tax planning and estate planning
Owned by: WealthCounsel, LLC
Serial Number: 77424349
THE WEALTHCOUNSEL ESTATE SETTLEMENT SYSTEM
Computer software and instruction manuals sold as a unit for use in the areas of tax planning and estate planning
Owned by: WealthCounsel, LLC
Serial Number: 77424355
WEALTHDOCS
Computer software for legal database and legal information management and document assembly for word processing; computer…
Owned by: WealthCounsel, LLC
Serial Number: 78656477
THE ADVISORS FORUM
Publications, namely, books, newsletters, magazines, user manuals, and marketing content in the fields of estate and business…
Owned by: WealthCounsel, LLC
Serial Number: 85534310
THE ADVISORS FORUM PLANNER
Downloadable computer software for the creation and development of presentations related to estate planning strategy illustrations…
Owned by: WealthCounsel, LLC
Serial Number: 85534311
CERTIFIED COLLABORATIVE ADVISOR
Private designation to be given to interdisciplinary professionals who have successfully completed a series of courses emphasizing…
Owned by: WealthCounsel, LLC
Serial Number: 85534313
CHARITYDOCX
Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, philanthropic…
Owned by: WealthCounsel, LLC
Serial Number: 85534314
ESTATEPLANNING.COM
Providing self study information, namely, online articles, webinars, answers to frequently asked questions, and detailed…
Owned by: WealthCounsel, LLC
Serial Number: 85534316
PETDOCX
Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning and caretaker…
Owned by: WealthCounsel, LLC
Serial Number: 85534318
PROBATEDOCX
Downloadable computer software for document assembly and word processing, namely, in the areas of probate and guardianship…
Owned by: WealthCounsel, LLC
Serial Number: 85534320
SETTLEMENTDOCX
Downloadable computer software for document assembly and word processing, namely, in the areas of trust and estate settlement…
Owned by: WealthCounsel, LLC
Serial Number: 85534321
THE WEALTH ADVISOR
Regularly distirbuted newsletter containing articles and information in the areas of estate and business planning, operations…
Owned by: WealthCounsel, LLC
Serial Number: 85534322
THE WEALTH COUNSELOR
Regularly distributed newsletter containing articles and information in the areas of estate and business planning, operations…
Owned by: WealthCounsel, LLC
Serial Number: 85534323
BUSINESSCOUNSEL
Computer software and legal and interdisciplinary professional office management and marketing software for professionals…
Owned by: WealthCounsel, LLC
Serial Number: 85534862
TRANSFERDOCX
Computer software, namely, document assembly software for facilitating the transfer of assets, tax and estate planning,…
Owned by: WealthCounsel, LLC
Serial Number: 85585212
W WEALTH DOCX
Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning…
Owned by: WealthCounsel, LLC
Serial Number: 86330636
