Legal Representation
Attorney
Matthew Yospin
USPTO Deadlines
Next Deadline
70 days remaining
Non-Final Action E-Mailed
Due Date
April 14, 2026
Extension Available
Until July 14, 2026
Application History
11 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jan 14, 2026 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jan 14, 2026 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jan 14, 2026 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jan 13, 2026 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 13, 2026 | ZZZX | Z | PREVIOUS ALLOWANCE COUNT WITHDRAWN | Loading...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 21, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 21, 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, and the wording HEIRLOOM to the right of the circle.
Classification
International Classes
042