Trade Mark Journal No.2026/043 23 October 2026

UK00004458421 12 October 2026 (9,35,36,38,41,42,45)

ORDERIST

Class 9: Downloadable software and downloadable applications for creating, maintaining, updating and managing records of an individual's financial accounts, investments, pensions, insurance policies, real estate, personal property and digital assets; downloadable software and downloadable applications for organising, analysing and presenting information relating to an individual's financial accounts, investments, pensions, insurance policies, real estate, personal property and digital assets; downloadable software and downloadable applications for monitoring changes to an individual's financial accounts, investments, pensions, insurance policies, real estate and other personal assets; downloadable software and downloadable applications for managing personal financial and asset information; downloadable software and downloadable applications for storing and managing personal documents and records relating to financial assets, property, insurance, pensions and estate planning; downloadable software for securely sharing information and documents with family members, executors, beneficiaries and trusted contacts; downloadable software and downloadable applications for estate planning; downloadable software and downloadable applications for planning, creating, preparing, managing and updating wills; downloadable software and downloadable applications for creating and managing beneficiary and executor information; downloadable software and downloadable applications for inheritance and succession planning; downloadable software and downloadable applications for recording and managing instructions, wishes and information relating to death or loss of capacity; downloadable software and downloadable applications for managing information concerning an individual's assets and affairs following death or loss of capacity; downloadable software for managing digital accounts and access credentials after death or loss of capacity; downloadable software and downloadable applications for generating reports, alerts, reminders and summaries concerning personal assets, financial affairs and estate planning; downloadable software and downloadable applications incorporating artificial intelligence for organising, analysing and presenting personal asset and financial information; downloadable software for automatically extracting and identifying asset information from emails and documents, including scanning of cloud storage drives and smart search functions; downloadable software and downloadable applications for drafting, uploading, processing, storing, viewing, analysing, managing, comparing, completing, sending and submitting financial and legal documents; downloadable software for receiving read-only open banking account data; application programming interfaces (APIs) and software development kits (SDKs).
Class 35: Compilation, organisation and systemisation of information relating to an individual's financial accounts, investments, pensions, insurance policies, real estate, personal property and digital assets into computer databases; compilation, organisation, systemisation and updating of records relating to an individual's personal assets and financial affairs; compilation, organisation and systemisation of information relating to an individual's financial assets for estate planning purposes; data processing relating to personal asset and financial information; electronic data processing relating to personal asset and financial information; computerised management of records relating to personal assets and financial affairs; administrative management of personal asset records and documents; maintaining records relating to an individual's financial assets, property, insurance, pensions and digital assets; compilation and organisation of information concerning beneficiaries and executors; compilation and organisation of information for inheritance and succession purposes; compilation and organisation of personal records for use in estate planning.
Class 36: Financial information services relating to an individual's personal assets and financial affairs; financial information services relating to personal financial accounts, investments, pensions, insurance policies, real estate, personal property and digital financial assets; provision of information concerning an individual's personal financial accounts, investments, pensions, insurance policies, property and digital assets through software, applications and online platforms; financial account aggregation services; aggregation, consolidation and organisation of information relating to personal financial accounts, investments, pensions, insurance policies, real estate, personal property and digital financial assets; provision of aggregated and consolidated financial and personal asset information through software, applications and online platforms; provision of aggregated and consolidated personal asset information, with the user's consent, to wealth managers, private banks and financial advisers; financial monitoring of personal financial accounts, investments, pensions, insurance policies and other personal financial assets; financial information relating to pensions and pension assets; provision of financial information relating to pensions and pension assets through software, applications and online platforms; provision of insurance information; provision of insurance information through software, applications and online platforms; financial information relating to the transfer of personal and family assets on death; provision of financial information relating to the transfer of personal and family assets on death through software, applications and online platforms; financial information relating to inheritance and succession of personal assets; provision of financial information relating to inheritance and succession of personal assets through software, applications and online platforms; financial information relating to beneficiaries and executors; provision of financial information relating to beneficiaries and executors through software, applications and online platforms; financial information relating to loss of capacity; provision of financial information relating to loss of capacity through software, applications and online platforms; estate planning; provision of financial information relating to estate planning through software, applications and online platforms; financial information relating to the preservation, organisation and transfer of personal and family assets on death or loss of capacity; provision of financial information relating to the preservation, organisation and transfer of personal and family assets on death or loss of capacity through software, applications and online platforms; financial information prepared for wills, inheritance and succession; provision of financial information prepared for wills, inheritance and succession through software, applications and online platforms; ; none of the foregoing being financial advice, financial planning, investment advice or investment management, or services involving the holding or movement of funds.
Class 38: Secure electronic transmission of documents and data between users and their nominated executors, beneficiaries and trusted contacts.
Class 41: Providing non-downloadable educational materials relating to personal asset management, personal financial affairs, financial assets, estate planning, wills, trusts, inheritance and succession; providing online non-downloadable publications, guides and blog articles relating to personal asset management, personal financial affairs, financial assets, estate planning, wills, trusts, inheritance and succession; podcasts and video series in the fields of personal asset management, personal financial affairs, estate planning, wills, trusts, inheritance and succession; publication of guides relating to personal asset management, personal financial affairs, estate planning, wills, trusts, inheritance and succession; providing educational information concerning the organisation and management of personal assets and financial affairs; providing educational information concerning estate planning, inheritance, succession and planning for loss of capacity; conducting events, workshops, seminars and webinars relating to personal asset management, personal financial affairs, estate planning, wills, trusts, inheritance and succession.
Class 42: Providing temporary use of online non-downloadable software and applications for creating, maintaining, updating and managing records of an individual's financial accounts, investments, pensions, insurance policies, real estate, personal property and digital assets; providing temporary use of online non-downloadable software and applications for organising, analysing and presenting information relating to an individual's financial accounts, investments, pensions, insurance policies, real estate, personal property and digital assets; providing temporary use of online non-downloadable software and applications for monitoring changes to an individual's financial accounts, investments, pensions, insurance policies, real estate and other personal assets; providing temporary use of online non-downloadable software and applications for managing personal financial and asset information; providing temporary use of online non-downloadable software and applications for storing and managing personal documents and records relating to financial assets, property, insurance, pensions and estate planning; providing temporary use of online non-downloadable software and applications for estate planning; providing temporary use of online non-downloadable software and applications for creating, preparing, managing and updating wills; providing temporary use of online non-downloadable software and applications for will planning and will building; providing temporary use of online non-downloadable software and applications for creating and managing beneficiary and executor information; providing temporary use of online non-downloadable software and applications for inheritance and succession planning; providing temporary use of online non-downloadable software and applications for recording and managing instructions, wishes and information relating to death or loss of capacity; providing temporary use of online non-downloadable software and applications for managing information concerning an individual's assets and affairs following death or loss of capacity; providing temporary use of online non-downloadable software and applications for generating reports, alerts, reminders and summaries concerning personal assets, financial affairs and estate planning; providing temporary use of online non-downloadable software and applications incorporating artificial intelligence for organising, analysing and presenting personal asset and financial information; providing temporary use of online non-downloadable software and applications for drafting, uploading, processing, storing, viewing, analysing, managing, comparing, completing, sending and submitting financial and legal documents; providing temporary use of online non-downloadable software and applications for electronic storage of personal asset, financial, estate planning and personal records; providing temporary use of APIs; Software as a Service [SaaS] for use in relation to an individual's financial accounts, investments, pensions, insurance policies, real estate, personal property, assets and estate; hosting of databases containing personal asset, financial, estate planning and personal records; providing white-label and co-branded software services for partners; technical support services for software; provision of the aforesaid software and platform services under licence to wealth managers, private banks, law firms, corporate organisations and employee benefit platforms.
Class 45: Provision of legal information relating to the planning and management of personal assets, wills, trusts, estates, probate, inheritance and succession; preparation and organisation of legal information for estate planning and management purposes; services relating to the organisation of legal information concerning beneficiaries and executors; provision of legal information relating to planning for loss of capacity; preparation and organisation of legal information, documents and instructions concerning an individual's wishes following death or loss of capacity; licensing of intellectual property; licensing of software and application software; licensing of software for managing personal assets and financial information; licensing of software for estate planning, will creation, beneficiary and executor management and succession planning; licensing of intellectual property relating to software for personal asset management and estate planning; none of the foregoing being legal advice or legal representation. .

Orderly Solutions Ltd

Representative: Rheia IP Limited