TRUSTFUNDER

What this means for you

Not registered yet, but its 10 May 2026 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

99814383

Mark type

Stylized text

Filed

10 May 2026

Attorney of record

JALISSA BAUMAN HORNE

Goods and services

• Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for client onboarding and intake, customer relationship management, trust funding guidance and management, asset recording and management, trust and estate administration management, financial and estate document collection, management, and reporting, tracking and facilitating the transfer of assets to trusts, automated reminders and status updates, and secure communication between law firms and their clients; Platform as a service (PAAS) featuring computer software platforms for client onboarding and intake, customer relationship management, asset recording and management, estate administration management, financial and estate document collection, management and reporting, tracking and facilitating the transfer of assets between accounts, automated reminders and status updates, and secure communication between law firms and their clients; Providing a web site featuring temporary use of non-downloadable software for client onboarding and intake, customer relationship management, asset recording and management, estate administration management, financial and estate document collection, management and reporting, tracking and facilitating the transfer of assets between accounts, automated reminders and status updates, and secure communication between law firms and their clients

Owner

• Legacy Track, Inc., Scottsdale, AZ, US

Prosecution history

• 10 Sept 2026 — ASSIGNED TO EXAMINER
• 31 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 10 May 2026 — APPLICATION FILING RECEIPT MAILED
• 10 May 2026 — NEW APPLICATION ENTERED