Legal Representation
Attorney
Matthew Yospin
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 28, 2026 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Jan 8, 2026 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Jan 5, 2026 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 4, 2026 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jan 4, 2026 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 15, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 15, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SAAS) services featuring software for financial planning, financial advice, and preparation of financial plans; Software as a service (SAAS) services featuring software for estate planning, advice and consultations on estate plans and estate planning, and preparation of estate plans; Software as a service (SAAS) services featuring software for support of estate plans and administration of estate plans
Additional Information
Design Mark
The mark consists of a circle with two concentric ovals inside the circle.
Classification
International Classes
042