WEALTH TRANSFER GRAPH Trademark

Trademark Overview


On Friday, February 16, 2024, a trademark application was filed for WEALTH TRANSFER GRAPH with the United States Patent and Trademark Office. The USPTO has given the WEALTH TRANSFER GRAPH trademark a serial number of 98408742. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, September 11, 2024. This trademark is owned by Alix, Inc.. The WEALTH TRANSFER GRAPH trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software in the field of estate planning and settlement for estate planning, describing the contents, distribution, and movement of assets from one generation to the next, highlighting the contents of an estate as well as the flow of money as it transitions from descendants to beneficiaries and then to various financial endeavors such as home purchases, education expenses, debt clearance, and investment opportunities
wealth transfer graph

General Information


Serial Number98408742
Word MarkWEALTH TRANSFER GRAPH
Filing DateFriday, February 16, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, September 11, 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 ServicesSoftware as a service (SAAS) services featuring software in the field of estate planning and settlement for estate planning, describing the contents, distribution, and movement of assets from one generation to the next, highlighting the contents of an estate as well as the flow of money as it transitions from descendants to beneficiaries and then to various financial endeavors such as home purchases, education expenses, debt clearance, and investment opportunities

Classification Information


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 DateFriday, February 16, 2024
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAlix, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94107

Trademark Events


Event DateEvent Description
Friday, February 16, 2024NEW APPLICATION ENTERED
Thursday, June 20, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 9, 2024ASSIGNED TO EXAMINER
Wednesday, September 11, 2024NON-FINAL ACTION E-MAILED
Wednesday, September 11, 2024NON-FINAL ACTION WRITTEN
Wednesday, September 11, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED