TRUSTEE COPILOT
Live / Applied — Non-final action mailed (as of 03 Feb 2026)
What this means for you
Not registered yet, but its 08 Sept 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98739200
- Mark type
- Stylized text
- Filed
- 08 Sept 2024
- Attorney of record
- Jonathan H. Love
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting
- Class 035 — Advertising and business services: Business management and administrative support services for trustees; business support services, namely, providing clerical, secretarial, bookkeeping, and accounting services to trustees; business consulting in the field of estate and trust administration; connecting qualified services providers with trustees to ensure high quality professional services; referral and business networking services for trustees, namely, identifying, evaluating, and connecting trustees with qualified professional service providers in a variety of fields, including but not limited to legal, accounting, real estate, property appraisal, property management, insurance, construction, remediation, and other specialized services necessary to fulfill fiduciary duties; back office support services for trustees, namely, organizing and maintaining estate-related records, preparing and managing task checklists and timelines, coordinating communications with beneficiaries, service providers, financial institutions, and credit bureaus on behalf of the decedent's estate, facilitating the closure of financial accounts, assisting with the consolidation of estate assets, and compiling documentation required for fiduciary reporting and compliance
- Class 042 — Scientific and technological services: Providing online, non-downloadable software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting
Owner
- Trustee Copilot, LLC, Lehi, UT, US
Prosecution history
- 03 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 03 Feb 2026 — NON-FINAL ACTION E-MAILED
- 03 Feb 2026 — NON-FINAL ACTION WRITTEN
- 03 Feb 2026 — LETTER OF PROTEST EVIDENCE REVIEWED - ACTION TAKEN
- 29 Jan 2026 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
- 27 Jan 2026 — WITHDRAWN FROM PUB - OG REVIEW QUERY
- 12 Jan 2026 — LETTER OF PROTEST EVIDENCE FORWARDED
- 09 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 04 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 04 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 04 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 04 Sept 2025 — NOTICE OF REVIVAL - E-MAILED
- 04 Sept 2025 — PETITION TO REVIVE-GRANTED
- 04 Sept 2025 — TEAS PETITION TO REVIVE RECEIVED
- 04 Jul 2025 — ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND