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 REVIVED - AWAITING FURTHER ACTION as of Thursday, September 4, 2025. This trademark is owned by Trustee Copilot, LLC. The TRUSTEE COPILOT trademark is filed in the Advertising, Business and Retail Services, Computer & Software Products & Electrical & Scientific Products, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable computer software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting.

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...

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.
trustee copilot

General Information


Serial Number98739200
Word MarkTRUSTEE COPILOT
Filing DateSunday, September 8, 2024
Status616 - REVIVED - AWAITING FURTHER ACTION
Status DateThursday, September 4, 2025
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 ServicesDownloadable computer software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting.
Goods and ServicesBusiness 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.
NOT AVAILABLETRUSTEE
Goods and ServicesProviding 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 Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, September 8, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, September 4, 2025
Primary Code009
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 DateSunday, September 8, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameTrustee Copilot, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLehi, UT 84043

Trademark Events


Event DateEvent Description
Sunday, September 8, 2024NEW APPLICATION ENTERED
Tuesday, March 18, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 4, 2025ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Sunday, September 8, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 11, 2025ASSIGNED TO EXAMINER
Tuesday, March 18, 2025NON-FINAL ACTION WRITTEN
Tuesday, March 18, 2025NON-FINAL ACTION E-MAILED
Friday, July 4, 2025ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Thursday, September 4, 2025NOTICE OF REVIVAL - E-MAILED
Thursday, September 4, 2025TEAS PETITION TO REVIVE RECEIVED
Thursday, September 4, 2025PETITION TO REVIVE-GRANTED
Thursday, September 4, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 4, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 4, 2025TEAS/EMAIL CORRESPONDENCE ENTERED