| Serial Number | 86692598 |
| Word Mark | LEGACYSHIELD |
| Filing Date | Tuesday, July 14, 2015 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, September 19, 2025 |
| Registration Number | 4940084 |
| Registration Date | Tuesday, April 19, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 2, 2016 |
| Pseudo Mark | LEGACY SHIELD |
| Goods and Services | Providing a web site featuring technology that allows users to upload, exchange, store and share data and documents with others and to create and manage plans for financial planning, retirement planning, estate planning, and insurance planning, and for managing intergenerational issues and strengthening family relationships; Providing a web site featuring technology that allows users to share data and documents and to communicate with family members and advisors, namely, financial advisors, lawyers, life insurance agents and accountants; Computer services, namely, providing an interactive web site featuring technology that allows users to collect, store, manage, deliver and showcase electronic and paper-based content |
| 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 | Monday, July 20, 2015 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, April 15, 2015 |
| First Use In Commerce Date | Wednesday, April 15, 2015 |
| Party Name | LEGACYSHIELD SOLUTIONS, INC. |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Woburn, MA 01801 |
| Party Name | LEGACYSHIELD, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PONTE VEDRA BEACH, FL 32082 |
| Party Name | INSOL GROUP LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Basking Ridge, NJ 07920 |
| Party Name | INSOL GROUP LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Basking Ridge, NJ 07920 |
| Party Name | INSOL GROUP LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Basking Ridge, NJ 07920 |
| Event Date | Event Description |
| Thursday, October 29, 2015 | NON-FINAL ACTION WRITTEN |
| Friday, July 17, 2015 | NEW APPLICATION ENTERED |
| Monday, July 20, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 21, 2015 | NOTICE OF PSEUDO MARK E-MAILED |
| Friday, October 23, 2015 | ASSIGNED TO EXAMINER |
| Thursday, October 29, 2015 | NON-FINAL ACTION E-MAILED |
| Thursday, October 29, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, November 20, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 20, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, February 2, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Friday, November 20, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 20, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 23, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 13, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 2, 2016 | PUBLISHED FOR OPPOSITION |
| Friday, May 23, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, September 19, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, April 19, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 22, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, April 19, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 28, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, September 16, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, December 17, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, December 17, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, December 17, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, April 19, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, September 19, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, September 19, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, September 19, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |