LIVING BENEFIT ESTATE PLAN

Live / Registered — Registered (as of 17 Dec 2024)

What this means for you

Registered since 17 Dec 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97905475
Registration number
7616239
Mark type
Stylized text
Filed
25 Apr 2023
Registered
17 Dec 2024
Attorney of record
Daniel Sineway

Goods and services

  • Class 036 — Insurance and financial services: Financial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies
  • Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections

Owner

Prosecution history

  • 27 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Jun 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 27 Jun 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 17 Dec 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 17 Dec 2024 — REGISTERED-SUPPLEMENTAL REGISTER
  • 22 Nov 2024 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 22 Nov 2024 — USE AMENDMENT ACCEPTED
  • 21 Nov 2024 — ASSIGNED TO EXAMINER
  • 21 Nov 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 21 Nov 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 21 Nov 2024 — ASSIGNED TO LIE
  • 23 Sept 2024 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 20 Sept 2024 — AMENDMENT TO USE PROCESSING COMPLETE
  • 20 Sept 2024 — USE AMENDMENT FILED
  • 20 Sept 2024 — TEAS AMENDMENT OF USE RECEIVED

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