| Serial Number | 87397826 |
| Word Mark | THE FAMILY ESTATE & LEGACY PROGRAM |
| Filing Date | Tuesday, April 4, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, May 3, 2024 |
| Registration Number | 5328839 |
| Registration Date | Tuesday, November 7, 2017 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 22, 2017 |
| Description of Mark | The mark consists of the words "Family Estate & Legacy" in between horizontal lines, below the word "The" and above the word "Program", all to the right of a tree design with three curved lines swept in front of the tree. |
| Certificate of Correction for Registration | In the statement, Page 1, line 2, "C/o Sheppard, brett, stewart, hersch, Et Al" should be deleted, and c/o Sheppard, Brett, Stewart, Hersch, et al should be inserted. |
| Pseudo Mark | THE FAMILY ESTATE AND LEGACY PROGRAM |
| Goods and Services | Financial planning, wealth management and estate planning services; estate trust management, namely, probate and trust administration; financial services, namely, estate settlement services; trust services, namely, investment and trust company services; trust management accounts; financial management consulting services in the field of asset protection and financial wealth management |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Legal services, namely, providing customized legal information, legal counseling, legal advice, legal document preparation, and litigation services in all areas of planning for tax, wills, trusts, asset protection, estate planning, estate trust management, probate and trust administration, and estate settlement; providing a website that features legal information on asset protection and estate planning |
| NOT AVAILABLE | "THE FAMILY ESTATE & LEGACY PROGRAM" |
| 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 | Monday, April 10, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, May 31, 2015 |
| First Use In Commerce Date | Sunday, May 31, 2015 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 10, 2017 |
| Primary Code | 045 |
| First Use Anywhere Date | Sunday, May 31, 2015 |
| First Use In Commerce Date | Sunday, May 31, 2015 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Ft. Meyers, FL 33919 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Ft. Meyers, FL 33919 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Ft. Meyers, FL 33919 |
| Event Date | Event Description |
| Tuesday, April 11, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, April 7, 2017 | NEW APPLICATION ENTERED |
| Monday, April 10, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 26, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, June 28, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, June 28, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 28, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 28, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 28, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 2, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 22, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 22, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 7, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, December 13, 2017 | TEAS SECTION 7 REQUEST RECEIVED |
| Monday, January 8, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, January 16, 2018 | CORRECTION UNDER SECTION 7 - PROCESSED |
| Monday, November 7, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, May 3, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, May 3, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, May 4, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, November 5, 2023 | TEAS SECTION 8 & 15 RECEIVED |