TRUSTEE COPILOT Trademark
Trademark Overview
On Sunday, September 8, 2024, a trademark application was filed for TRUSTEE COPILOT with the United States Patent and Trademark Office. The USPTO has given the TRUSTEE COPILOT trademark a serial number of 98739200. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, February 3, 2026. This trademark is owned by Trustee Copilot, LLC. The TRUSTEE COPILOT trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, and Computer & Software Services & Scientific Services categories with the following description:
Business management and administrative support services for trustees; business support services, namely, providing clerical, secretarial, bookkeeping, and accounting services to trustees; business consulting in the field of estate and trust administration; connecting qualified services providers with trustees to ensure high quality professional services; referral and business networking services for trustees, namely, identifying, evaluating, and connecting trustees with qualified professional service providers in a variety of fields, including but not limited to legal, accounting, real estate, property appraisal, property management, insurance, construction, remediation, and other specialized services necessary to fulfill fiduciary duties; back office support services for trustees, namely, organizing and maintaining estate-related records, preparing and managing task checklists and timelines, coordinating communications with beneficiaries, service providers, financial institutions, and...
Downloadable computer software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting
Providing online, non-downloadable software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting
General Information
| Serial Number | 98739200 |
| Word Mark | TRUSTEE COPILOT |
| Filing Date | Sunday, September 8, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, February 3, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Business management and administrative support services for trustees; business support services, namely, providing clerical, secretarial, bookkeeping, and accounting services to trustees; business consulting in the field of estate and trust administration; connecting qualified services providers with trustees to ensure high quality professional services; referral and business networking services for trustees, namely, identifying, evaluating, and connecting trustees with qualified professional service providers in a variety of fields, including but not limited to legal, accounting, real estate, property appraisal, property management, insurance, construction, remediation, and other specialized services necessary to fulfill fiduciary duties; back office support services for trustees, namely, organizing and maintaining estate-related records, preparing and managing task checklists and timelines, coordinating communications with beneficiaries, service providers, financial institutions, and credit bureaus on behalf of the decedent's estate, facilitating the closure of financial accounts, assisting with the consolidation of estate assets, and compiling documentation required for fiduciary reporting and compliance |
| Goods and Services | Downloadable computer software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting |
| NOT AVAILABLE | "TRUSTEE" |
| Goods and Services | Providing online, non-downloadable software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, September 8, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, September 8, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Sunday, September 8, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Trustee Copilot, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lehi, UT 84043
US |
Trademark Events
| Event Date | Event Description |
| Sunday, September 8, 2024 | NEW APPLICATION ENTERED |
| Sunday, September 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 11, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, March 18, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 18, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 4, 2025 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Friday, July 4, 2025 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Thursday, September 4, 2025 | TEAS PETITION TO REVIVE RECEIVED |
| Thursday, September 4, 2025 | PETITION TO REVIVE-GRANTED |
| Thursday, September 4, 2025 | NOTICE OF REVIVAL - E-MAILED |
| Thursday, September 4, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, September 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 4, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 9, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, January 12, 2026 | LETTER OF PROTEST EVIDENCE FORWARDED |
| Tuesday, January 27, 2026 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Thursday, January 29, 2026 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, February 3, 2026 | LETTER OF PROTEST EVIDENCE REVIEWED - ACTION TAKEN |
| Tuesday, February 3, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 3, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 3, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 27, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, April 27, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
