LIVING BENEFIT ESTATE PLAN Trademark

Trademark Overview

On Tuesday, April 25, 2023, a trademark application was filed for LIVING BENEFIT ESTATE PLAN with the United States Patent and Trademark Office. The USPTO has given the LIVING BENEFIT ESTATE PLAN trademark a serial number of 97905475. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Tuesday, June 25, 2024. This trademark is owned by Providence Wealth Systems, Inc.. The LIVING BENEFIT ESTATE PLAN trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies

Software as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections
living benefit estate plan

General Information

Serial Number97905475
Word MarkLIVING BENEFIT ESTATE PLAN
Filing DateTuesday, April 25, 2023
Status645 - FINAL REFUSAL - MAILED
Status DateTuesday, June 25, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial and investment services, namely, private wealth management; financial and investment services, namely, estate planning services; financial and investment services, namely, investment advising services; financial and investment services, namely, financial modeling services; financial and investment services, namely, wealth planning with insurance policies
NOT AVAILABLEESTATE PLAN
Goods and ServicesSoftware as a service (SaaS) services featuring software for financial planning and private wealth management; software as a service (SaaS) services featuring software for estate planning; software as a service (SaaS) services featuring software for investment advising services; software as a service (SaaS) services featuring an online, non-downloadable dashboard for financial modeling and projections

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 2, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, May 2, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameProvidence Wealth Systems, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSmyrna, GA 30080

Trademark Events

Event DateEvent Description
Friday, April 28, 2023NEW APPLICATION ENTERED
Tuesday, May 2, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 23, 2024ASSIGNED TO EXAMINER
Friday, April 26, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 29, 2024NON-FINAL ACTION WRITTEN
Monday, January 29, 2024NON-FINAL ACTION E-MAILED
Monday, January 29, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 26, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 26, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 25, 2024FINAL REFUSAL WRITTEN
Tuesday, June 25, 2024NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, June 25, 2024FINAL REFUSAL E-MAILED

Related Keywords

plan estate benefit living services financial software investment namely planning service featuring saas wealth