HERITAGE TRUSTEE SERVICES Trademark
Trademark Overview
On Tuesday, March 17, 2026, a trademark application was filed for HERITAGE TRUSTEE SERVICES with the United States Patent and Trademark Office. The USPTO has given the HERITAGE TRUSTEE SERVICES trademark a serial number of 99708440. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 17, 2026. This trademark is owned by Heritage Legal, PC. The HERITAGE TRUSTEE SERVICES trademark is filed in the Insurance & Financial Services category with the following description:
Fiduciary services, namely, trustee or personal representative handling trust or estate settlement and administration performed by a California licensed professional fiduciary
General Information
| Serial Number | 99708440 |
| Word Mark | HERITAGE TRUSTEE SERVICES |
| Filing Date | Tuesday, March 17, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, March 17, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "TRUSTEE SERVICES" |
| Goods and Services | Fiduciary services, namely, trustee or personal representative handling trust or estate settlement and administration performed by a California licensed professional fiduciary |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 17, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Heritage Legal, PC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 57 - NOT AVAILABLE |
| Address | Palm Springs, CA 92262
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 17, 2026 | NEW APPLICATION ENTERED |
| Tuesday, March 17, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 17, 2026 | APPLICATION FILING RECEIPT MAILED |
