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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 28, 2025. This trademark is owned by LEGACYWISE LLC. The ESTATE SHERPA trademark is filed in the Advertising, Business and Retail Services category with the following description:

Estate document creation and management, namely, assistance in person, on-line, via email, or on the phone in the drafting, gathering, organizing, printing, packaging, shipping, mailing 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; 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 and assistance with probate court filings, upon death or when otherwise necessary; 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
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, April 28, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEstate document creation and management, namely, assistance in person, on-line, via email, or on the phone in the drafting, gathering, organizing, printing, packaging, shipping, mailing 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; 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 and assistance with probate court filings, upon death or when otherwise necessary; 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

Trademark Owner History


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