019066334

Digital Succession Plan

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August 8, 2024

Trademark Summary

The trademark application Digital Succession Plan was filed by René La Barre, a national of the Swiss Confederation (the "Applicant"). Application under examination.

The application was filed in English (French was selected as the second language).

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Goods And Services

• The mark was filed in class 36 with following description of goods:
  
  1. Financial services
  2. Cryptocurrency services
  3. Virtual currency services
  4. Digital currency services
  5. Financial services relating to blockchain assets
  6. Computerised financial and investment advisory and information services
  7. Trading and brokerage services in the field of cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs)
  8. Providing an online searchable database featuring financial information about cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs)
  9. Financial investment research services
  10. Providing information and research in the field of finance and financial investments
  11. Providing information on fund investment services
  12. Financial advisory services in relation to cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs)
  13. Economic financial research services
  14. Financial analysis
  15. Financial consultancy
  16. Online digital currency transfers
  17. Electronic transfer of funds and cash equivalents by means of telecommunications networks
  18. Providing cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs) for use by members of an online community via a global computer network
  19. Electronic funds transfer provided via blockchain technology
  20. Cash management, namely, facilitating transfers of cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs)
  21. Electronic transmission of cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs) via computer terminals and electronic devices, namely, personal digital assistants, electronic organizers, electronic notepads, touch screen tablet computers and smart phones
  22. Electronic financial services, namely, services for receiving and disbursing remittances in digital currencies over a computer network
  23. Financial transaction verification services
  24. Financial management and administration services relating to cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs)
  25. Electronic wallet services in relation to cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs)
  26. Cryptocurrency payment processing services
  27. Electronic payment processing services
  28. Estate planning services
  29. Estate trust planning
  30. Trust services
  31. Trust administration and management services
  32. Financial administration of trusts and foundations
  33. Financial succession planning
  34. Fiduciary services
  35. Fund investment
  36. Investment consultancy
  37. Administration of funds, including cryptocurrency, digital and virtual currency funds
  38. Financial risk management consultancy
  39. Financial advisory services relating estate and succession planning.
• The mark was filed in class 45 with following description of goods:
  
  1. Legal services relating to entity formation, registration and management, including foundation and trust formation and management
  2. Regulatory compliance consultancy services in the field of personal succession planning relating to cryptocurrency, virtual currency, digital currency, blockchain assets, digital tokens and non-fungible tokens (NFTs)
  3. Advisory services relating estate and succession planning (legal services)
  4. Advice relating to the administration and management of any documents relating to death or in readiness of death
  5. Verification of personal identity services
  6. Authentication services
  7. Advice relating to the planning and preparation of estates
  8. Advisory services relating to wills, probate and estates
  9. Certification of legal documents
  10. Advice relating to powers of attorney.