Legal Representation
Attorney
Jeff Holman
Application History
4 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Feb 1, 2026 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jan 30, 2026 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 9, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Sep 9, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Estate planning; Estate trust planning; Estate trust management; Financial advice; Financial consulting; Financial planning; Financial planning consultation; Financial trust planning; Providing financial information; Financial advisory services; Providing financial information via a website; Providing financial information and financial advice via a website
Class 042
Software as a service (SAAS) services featuring software for financial planning and estate planning; Providing subscription-based temporary use of on-line non-downloadable software for use in aggregating and integrating information, including financial information and trust and estate information
Classification
International Classes
036
042