SUNSET

Live / Applied — New application — not yet assigned to an examiner (as of 12 Dec 2025)

What this means for you

Not registered yet, but its 12 Dec 2025 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
99545583
Mark type
Design + words
Filed
12 Dec 2025
Attorney of record
Alyssa M. Worsham

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for discovering, securing, closing and transferring financial accounts and assets after a person’s death, namely, retirement accounts, savings accounts, checking accounts, stocks, bonds, life insurance, funeral insurance, credit cards, properties, vehicles, cryptocurrency, businesses, pensions, Health Savings Accounts (HSAs), and Certificates of Deposits (CDs); Downloadable software for end-of-life management of personal arrangements, such as administrative, legal, and financial information; Downloadable software for financial and estate settlement; Downloadable software for generating probate documents that meet specific state and county requirements; Downloadable software for filing for an Employer Identification Number (EIN) for estates and setting up estate bank accounts; Downloadable software for distributing funds from estate bank accounts to beneficiaries; Downloadable software for enabling electronic and online identity verification and fraud prevention; Downloadable software for managing financial accounts and investments; Downloadable application programming interface (API) software
  • Class 036 — Insurance and financial services: (Based on Use) Financial and estate settlement services; Providing online information regarding general estate planning, probate of wills and intestate estates (Based on Intent to Use) Financial planning and consulting; Financial advisory services and investment management of funds for others
  • Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software for discovering, securing, closing and transferring financial accounts and assets after a person’s death, namely, retirement accounts, savings accounts, checking accounts, stocks, bonds, life insurance, funeral insurance, credit cards, properties, vehicles, cryptocurrency, businesses, pensions, Health Savings Accounts (HSAs), and Certificates of Deposits (CDs); Providing temporary use of non-downloadable software for end-of-life management of personal arrangements, such as administrative, legal, and financial information; Providing temporary use of non-downloadable software for financial and estate settlement; Providing temporary use of non-downloadable software for generating probate documents that meet specific state and county requirements; Providing temporary use of non-downloadable software for filing for an Employer Identification Number (EIN) for estates and setting up estate bank accounts; Providing temporary use of non-downloadable software for distributing funds from estate bank accounts to beneficiaries; Providing temporary use of non-downloadable software for enabling electronic and online identity verification and fraud prevention; Providing temporary use of non-downloadable software for managing financial accounts and investments; Identity theft and fraud prevention services relating to online transactions, namely, electronic monitoring of personally identifying information to detect identity theft and fraud
  • Class 045 — Legal and security services: End-of-life management of personal arrangements, such as administrative, legal, and financial information

Owner

Prosecution history

  • 12 Dec 2025 — APPLICATION FILING RECEIPT MAILED
  • 12 Dec 2025 — NEW APPLICATION ENTERED

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