ESTATE SHERPA Trademark

Trademark Overview


On Monday, April 28, 2025, a trademark application was filed for ESTATE SHERPA with the United States Patent and Trademark Office. The USPTO has given the ESTATE SHERPA trademark a serial number of 99158466. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, January 13, 2026. This trademark is owned by LEGACYWISE LLC. The ESTATE SHERPA trademark is filed in the Advertising, Business and Retail Services, Personal and Legal & Social Services categories with the following description:

Estate document management, namely, assistance in person, on-line, via email, or on the phone in the gathering, organizing, printing, packaging, shipping, mailing of personal records and trust and estate documents in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary; Estate management, namely, assistance in person, on-line, via email, or on the phone in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary; Estate management, namely assistance in person, on-line, via email, or on the phone with the gathering and organization of personal vital and financial records, including title and ownership records for accounts, vehicles, real estate, and property in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary

Legal services in the nature of estate document creation and management, namely, assistance in person, on-line, via email, or on the phone in the drafting of personal records and trust and estate documents, and completing trust and estate documents in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary; Legal services in the nature of estate management, namely, assistance in person, on-line, via email, or on the phone, namely, the assistance with probate court filings for personal vital and financial records, upon death or when otherwise necessary; Legal services in the nature of estate management, namely assistance in person, on-line, via email, or on the phone with transferring title and ownership of accounts, vehicles, real estate, property, and other items
estate sherpa

General Information


Serial Number99158466
Word MarkESTATE SHERPA
Filing DateMonday, April 28, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, January 13, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 13, 2026

Trademark Statements


Goods and ServicesEstate document management, namely, assistance in person, on-line, via email, or on the phone in the gathering, organizing, printing, packaging, shipping, mailing of personal records and trust and estate documents in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary; Estate management, namely, assistance in person, on-line, via email, or on the phone in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary; Estate management, namely assistance in person, on-line, via email, or on the phone with the gathering and organization of personal vital and financial records, including title and ownership records for accounts, vehicles, real estate, and property in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary
NOT AVAILABLE"ESTATE"
Goods and ServicesLegal services in the nature of estate document creation and management, namely, assistance in person, on-line, via email, or on the phone in the drafting of personal records and trust and estate documents, and completing trust and estate documents in conjunction with instructions for handling of such documents by others, upon death or when otherwise necessary; Legal services in the nature of estate management, namely, assistance in person, on-line, via email, or on the phone, namely, the assistance with probate court filings for personal vital and financial records, upon death or when otherwise necessary; Legal services in the nature of estate management, namely assistance in person, on-line, via email, or on the phone with transferring title and ownership of accounts, vehicles, real estate, property, and other items

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 28, 2025
Primary Code035
First Use Anywhere DateTuesday, April 1, 2025
First Use In Commerce DateTuesday, April 1, 2025

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, December 10, 2025
Primary Code045
First Use Anywhere DateTuesday, April 1, 2025
First Use In Commerce DateTuesday, April 1, 2025

Trademark Owner History


Party NameLEGACYWISE LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressConcord, NH 03302

Party NameLEGACYWISE LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressConcord, NH 03302

Trademark Events


Event DateEvent Description
Monday, April 28, 2025NEW APPLICATION ENTERED
Monday, April 28, 2025APPLICATION FILING RECEIPT MAILED
Sunday, September 7, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 17, 2025ASSIGNED TO EXAMINER
Thursday, September 25, 2025NON-FINAL ACTION WRITTEN
Thursday, September 25, 2025NON-FINAL ACTION E-MAILED
Thursday, September 25, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 10, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 10, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 10, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, December 14, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 7, 2026NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 13, 2026PUBLISHED FOR OPPOSITION
Tuesday, January 13, 2026OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED