WealthCounsel, LLC

BUSINESSCOUNSEL

Education services, namely, providing live, online and pre-recorded video classes, seminars, workshops, tutoring and mentoring in the fields of business formation, operations, and succession planning, tax planning, and legal and interdisciplinary professional office management and legal marketing; publication of books, journals and other printed materials such as books, newsletters, magazines, user manuals, etc., in the fields of business formation, operations, and succession planning, tax planning, and legal and interdisciplinary professional office management and marketing; training in the use of software in the area of business formation, operations, and succession planning, tax planning, and legal and interdisciplinary professional office management and legal marketing;Computer software and legal and interdisciplinary professional office management and marketing software for professionals in the fields of business formation, operations, and succession planning and tax planning;Printed publications, namely, books, newsletters, magazines, user manuals, etc., in the fields of business formation, operations, and succession planning, and tax planning;BUSINESS COUNSEL;Business consulting services, namely, assisting business professionals with organizing and setting up their organizations and businesses to offer business formation, operations, and succession planning and tax planning services, and assisting business professionals with office management and marketing;BUSINESS;Computer services, namely, developing, modifying, improving and updating computer software in the fields of business formation, operations, and succession planning, tax planning, and legal and interdisciplinary professional office management and marketing; technical support services for computer systems and programs, namely, troubleshooting of computer problems in the nature of diagnosing the source of the improper function and assisting customers with identifying and implementing solutions necessary to resolve those improper functions of provided software and products and providing software modifications, upgrades and improvements; data automation and collection service using proprietary software to evaluate, analyze and collect service data;

CERTIFIED COLLABORATIVE ADVISOR

Private designation to be given to interdisciplinary professionals who have successfully completed a series of courses emphasizing an interdisciplinary, client-centered team approach to estate, business, tax, and succession planning;CERTIFIED OR ADVISOR;

CHARITYDOCX

Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, philanthropic planning, charity entity formation, operations, and termination, tax planning, and legal and interdisciplinary professional office management and marketing in those areas;CHARITY DOCX; CHARITY DOCS; CHARITY DOCUMENTS;

ESTATEPLANNING.COM

Educational services, namely, providing self study educational information on the fundamentals of estate planning, business planning, probate law, elder law, and similar legal fields for the purpose of academic study; providing virtual seminars, namely, providing online seminars in estate planning and wealth management; providing global computer network links to conferences and seminars in the fields of estate planning, business planning, probate law, elder law, and similar legal fields;ESTATE PLANNING;Providing self study information, namely, online articles, webinars, answers to frequently asked questions, and detailed information in the form of summaries on the fundamentals of estate planning, business planning, probate law, elder law, and similar fields; promoting and advertising virtual seminars of others; promoting and advertising global computer network links to professionals in the fields of estate planning, business planning, probate law, elder law, and similar fields, through an online directory;

FUNDINGCOUNSEL

Computer software and instruction manuals sold as a unit for use in the areas of tax planning and estate planning;FUNDING COUNSEL;Business consulting services, namely, assisting legal professionals in organizing and setting up their practices for offering tax planning and estate planning;

GUN DOCX

GUN DOC X;GUN;Web-hosted, non-downloadable computer software for document assembly and word processing, namely, non-downloadable software for use in the preparation and formation of trusts that outline the use, possession, and transfer of firearms;

PETDOCX

Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning and caretaker instructions for individuals' pets as part of the estate planning process, tax planning, and legal and interdisciplinary professional office management and marketing in those areas;PET DOCX; PET DOCS; PET DOCUMENTS;

PROBATEDOCX

Downloadable computer software for document assembly and word processing, namely, in the areas of probate and guardianship-related court action, communications, and legal and interdisciplinary services, and interdisciplinary professional office management and marketing in those areas;PROBATE DOCX; PROBATE DOCS; PROBATE DOCUMENTS;

SETTLEMENTCOUNSEL

Computer software and instruction manuals sold as a unit for use in the areas of tax planning and estate planning;SETTLEMENT COUNSEL;

SETTLEMENTDOCX

Downloadable computer software for document assembly and word processing, namely, in the areas of trust and estate settlement, estate management and distribution, and trust management and distribution, estate succession planning, tax planning, and legal and interdisciplinary professional office management and marketing in those areas;SETTLEMENT DOCX; SETTLEMENT DOCS; SETTLEMENT DOCUMENTS;

THE ADVISORS FORUM

Publications, namely, books, newsletters, magazines, user manuals, and marketing content in the areas of estate and business planning, operations, transition, and succession, tax planning, and legal and other professional office management and marketing;Publications, namely, books, newsletters, magazines, user manuals, and marketing content in the fields of estate and business planning, operations, transition, and succession, tax planning, and legal and other professional office management and marketing;The provision of planning and diagnostic software and legal and interdisciplinary education in the areas of estate and buisness planning, operations, transition, and succession, tax planning, and legal and other professional office management and marketing;

THE ADVISORS FORUM PLANNER

Downloadable computer software for the creation and development of presentations related to estate planning strategy illustrations and explanations;ADVISORS AND PLANNER;

THE WEALTH ADVISOR

Regularly distirbuted newsletter containing articles and information in the areas of estate and business planning, operations, transition and succession, tax planning, and legal and other professional office management and marketing;WEALTH OR ADVISOR;

THE WEALTH COUNSELOR

Regularly distributed newsletter containing articles and information in the areas of estate and business planning, operations, transition, and succession, tax planning, and legal and other professional office management and marketing;WEALTH OR COUNSELOR;

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 settlement;THE WEALTH COUNSEL ASSET TRANSFER SYSTEM;ASSET TRANSFER SYSTEM;

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;THE WEALTH COUNSEL ESTATE SETTLEMENT SYSTEM;Business consulting services, namely, assisting legal professionals in organizing and setting up their practices for offering tax planning, estate planning, and estate settlement;ESTATE SETTLEMENT SYSTEM;

TRANSFERDOCX

Computer software, namely, document assembly software for facilitating the transfer of assets, tax and estate planning, and estate settlement;TRANSFER DOCUMENTS;

W WEALTH DOCX

The mark consists of the stylized letter W inside a shaded circle, adjacent to the wording WEALTH DOCX.;Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management;Color is not claimed as a feature of the mark.;WEALTH;Web-hosted, non-downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management;