HEIRPLAN Trademark

Trademark Overview


On Monday, July 1, 2013, a trademark application was filed for HEIRPLAN with the United States Patent and Trademark Office. The USPTO has given the HEIRPLAN trademark a serial number of 85974371. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 14, 2021. This trademark is owned by Center for Retirement Security, Inc.. The HEIRPLAN trademark is filed in the Insurance & Financial Services category with the following description:

financial and estate planning services, namely, asset analysis and advice with regards to ownership and beneficiary provisions on financial and other assets, namely, insurance and annuities, securities, equities, and bank accounts for estate planning; estate planning management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling such documents by others, namely, beneficiaries, executors and attorneys, upon death or when otherwise necessary
heirplan

General Information


Serial Number85974371
Word MarkHEIRPLAN
Filing DateMonday, July 1, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, May 14, 2021
Registration Number4618897
Registration DateTuesday, October 7, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and Servicesfinancial and estate planning services, namely, asset analysis and advice with regards to ownership and beneficiary provisions on financial and other assets, namely, insurance and annuities, securities, equities, and bank accounts for estate planning; estate planning management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling such documents by others, namely, beneficiaries, executors and attorneys, upon death or when otherwise necessary
Pseudo MarkHEIR PLAN

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, May 14, 2021
Primary Code036
First Use Anywhere DateMonday, June 17, 2013
First Use In Commerce DateMonday, June 17, 2013

Trademark Owner History


Party NameCenter for Retirement Security, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSpring Hill, FL 34608

Party NameCenter for Retirement Security, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSpring Hill, FL 34608

Trademark Events


Event DateEvent Description
Friday, May 14, 2021CANCELLED SEC. 8 (6-YR)
Monday, October 7, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 7, 2014REGISTERED-SUPPLEMENTAL REGISTER
Sunday, August 31, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, August 30, 2014ASSIGNED TO LIE
Wednesday, August 20, 2014APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, August 19, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 19, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 19, 2014TEAS REQUEST FOR RECONSIDERATION RECEIVED
Wednesday, August 13, 2014NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, August 12, 2014USE AMENDMENT ACCEPTED
Tuesday, August 12, 2014AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, August 12, 2014USE AMENDMENT FILED
Monday, August 11, 2014TEAS AMENDMENT OF USE RECEIVED
Wednesday, April 30, 2014NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, April 30, 2014FINAL REFUSAL E-MAILED
Wednesday, April 30, 2014FINAL REFUSAL WRITTEN
Wednesday, March 5, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 5, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 5, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 16, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 16, 2013NON-FINAL ACTION E-MAILED
Wednesday, October 16, 2013NON-FINAL ACTION WRITTEN
Thursday, October 10, 2013ASSIGNED TO EXAMINER
Tuesday, July 16, 2013NOTICE OF PSEUDO MARK E-MAILED
Monday, July 15, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, July 4, 2013NEW APPLICATION ENTERED IN TRAM