Trademark Overview
On Monday, July 20, 2015, a trademark application was filed for LEGACY ADVISOR STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the LEGACY ADVISOR STRATEGIES trademark a serial number of 86698786. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Friday, June 17, 2016. The LEGACY ADVISOR STRATEGIES trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:
Computer software that provides web-based access to legacy planning applications and services for financial professionals and estate planning attorneys through a web operating system or portal interface; downloadable documents and tools in the fields of legacy planning, estate planning and financial planning provided via a website; downloadable electronic publications in the nature of instructional manuals, guides, whitepapers, magazines, and newsletters in the field of legacy planning and family history
Providing on-line information and tools such as guides, marketing and collateral material, event ideas, invitations and templates, to financial services professionals and estate planning attorneys for the purpose of assisting in client legacy planning; legacy planning services, namely, assisting client families with personalized plans for creating a meaningful legacy and transferring family values, not wealth; providing an online resource center for financial professional and estate planning attorneys to assist their clients in the field of legacy planning and family history with a multi-generational reach and planning approach
