NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
record initialized not assigned to examiner
on 08 Sep 2024
Last Applicant/ Owned by
4811 N Aspen Wood Loop
Lehi
UT
84043
Serial Number
98739200 filed on 08th Sep 2024
Registration Number
N/A
Correspondent Address
Lehi, UT 84043
United States
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
TRUSTEE COPILOT
In the future, Trustee Copilot aims to develop proprietary software to streamline and track trustee responsibilities, streamline payment approval and disbursement, facilitate mandatory reporting duties, and track progress against best practices for settling amdn managing estates, and track overall Trustee responsibilities with greater efficiency. Our mission is to empower trustees by providing the Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
In the future, Trustee Copilot aims to develop proprietary software to streamline and track trustee responsibilities, streamline payment approval and disbursement, facilitate mandatory reporting duties, and track progress against best practices for settling amdn managing estates, and track overall Trustee responsibilities with greater efficiency. Our mission is to empower trustees by providing the tools and resources necessary to oversee trusts with confidence and competence.
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Our services provide comprehensive non-legal support to trustees, including back-office assistance, bookkeeping, and beneficiary reporting. We facilitate the trustee's duties by connecting them with pre-vetted service providers for accounting, real estate transactions, and property appraisals or valuations. Additionally, we offer guidance in securing real property and disposing of assets, and we recommend fiduciary financial advisors to ensure the trustee's financial responsibilities are met effectively.
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [035]
Advertising, Business & Retail Services
Trustee Copilot is a comprehensive service platform designed to support non-professional trustees in managing their fiduciary responsibilities effectively. Our services encompass non-legal assistance, including back-office support, accounting services, and access to specialized software. We connect trustees with vetted vendors to ensure high-quality professional services. In the future, Trustee Copilot aims to develop proprietary software to streamline and track trustee responsibilities, facilitating mandatory reporting duties with greater efficiency. Our mission is to empower trustees by providing the tools and resources necessary to oversee trusts with confidence and competence.
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98739200
Mark Type
No Service Mark
Attorney Docket Number
No
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 08th Sep 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 08th Sep 2024 | NEW APPLICATION ENTERED |