LEGACY ADVISOR STRATEGIES

What this means for you

This application is over — abandoned 09 May 2016. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

86698786

Mark type

Stylized text

Filed

20 Jul 2015

Abandoned

09 May 2016

Attorney of record

Paul Nardulli

Goods and services

• Class 009 — Scientific and electric apparatus: Computer software that provides web-based access to legacy planning applications and services for financial professionals and estate planning attorneys through a web operating system or portal interface; downloadable documents and tools in the fields of legacy planning, estate planning and financial planning provided via a website; downloadable electronic publications in the nature of instructional manuals, guides, whitepapers, magazines, and newsletters in the field of legacy planning and family history
• Class 036 — Insurance and financial services: Providing on-line information and tools such as guides, marketing and collateral material, event ideas, invitations and templates, to financial services professionals and estate planning attorneys for the purpose of assisting in client legacy planning; legacy planning services, namely, assisting client families with personalized plans for creating a meaningful legacy and transferring family values, not wealth; providing an online resource center for financial professional and estate planning attorneys to assist their clients in the field of legacy planning and family history with a multi-generational reach and planning approach

Owner

• Davis, Mark, San Diego, CA, US

Prosecution history

• 17 Jun 2016 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
• 17 Jun 2016 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
• 06 Nov 2015 — NON-FINAL ACTION MAILED
• 05 Nov 2015 — NON-FINAL ACTION WRITTEN
• 29 Oct 2015 — ASSIGNED TO EXAMINER
• 25 Jul 2015 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 23 Jul 2015 — NEW APPLICATION ENTERED