| Serial Number | 97049163 |
| Word Mark | LEAFPLANNER |
| Filing Date | Tuesday, September 28, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 14, 2023 |
| Registration Number | 6977261 |
| Registration Date | Tuesday, February 14, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 29, 2022 |
| Pseudo Mark | LEAF PLANNER |
| Goods and Services | Estate planning; Financial services, namely, wealth management services |
| Goods and Services | Software as a service (SAAS) services featuring software for secure archiving of personal documents, financial records, insurance documents, and information pertaining to life, legacy, and estate planning and for secure archiving of end of life plans, funeral plans and other end of life, wealth transfer, or post-mortem arrangements; Software as a service (SAAS) services featuring online nondownloadable software for data collection and document automation and generation; Software as a service (SAAS) services featuring software for education and advisement for estate planning, wealth management, wealth transfers, legacy planning and philanthropic giving |
| 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 | Wednesday, October 27, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, April 10, 2021 |
| First Use In Commerce Date | Thursday, May 6, 2021 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 27, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, April 10, 2021 |
| First Use In Commerce Date | Thursday, May 6, 2021 |
| Party Name | LEAFPLANNER, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | SANDY, UT 84090 |
| Party Name | LEAFPLANNER, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | SANDY, UT 84090 |
| Party Name | LEAFPLANNER, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | SANDY, UT 84090 |
| Party Name | Family Enterprise Solutions, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sandy, UT 84090 |
| Event Date | Event Description |
| Tuesday, February 14, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 14, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 29, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 29, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 9, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 25, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 3, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 2, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 2, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 29, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 29, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 29, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 28, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, May 11, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, April 29, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, April 29, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, April 29, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, April 29, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, April 29, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, October 27, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 1, 2021 | NEW APPLICATION ENTERED |