SUNSET

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 12 Dec 2025 filing date already counts against anyone who files later.

Record

Serial number

99545583

Mark type

Design + words

Filed

12 Dec 2025

Published for opposition

09 Jun 2026

Attorney of record

Alyssa M. Worsham

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software for discovering, securing, closing and transferring financial accounts and assets after a person's death, namely, retirement accounts, savings accounts, checking accounts, stocks, bonds, life insurance, funeral insurance, credit cards, properties, vehicles, cryptocurrency, businesses, pensions, Health Savings Accounts (HSAs), and Certificates of Deposits (CDs); Downloadable software for end-of-life management of personal arrangements, namely, administrative, legal, and financial information; Downloadable software for financial and estate settlement; Downloadable software for generating probate documents that meet specific state and county requirements; Downloadable software for filing for an Employer Identification Number (EIN) for estates and setting up estate bank accounts; Downloadable software for distributing funds from estate bank accounts to beneficiaries; Downloadable software for enabling electronic and online identity verification and fraud prevention; Downloadable software for managing financial accounts and investments; Downloadable application programming interface (API) software
• Class 036 — Insurance and financial services: (Based on Use) Financial services, namely, estate settlement services; Providing information via the internet in the field of estate planning and general estate planning information regarding probate of wills and intestate estates, excluding legal information; Providing financial information relating to financial management of personal end-of-life arrangements (Based on Intent to Use) Financial planning and consulting; Financial advisory services and investment management of funds for others
• Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software for discovering, securing, closing and transferring financial accounts and assets after a person's death, namely, retirement accounts, savings accounts, checking accounts, stocks, bonds, life insurance, funeral insurance, credit cards, properties, vehicles, cryptocurrency, businesses, pensions, Health Savings Accounts (HSAs), and Certificates of Deposits (CDs); Providing temporary use of non-downloadable software for end-of-life management of personal arrangements, namely, administrative, legal, and financial information; Providing temporary use of non-downloadable software for financial and estate settlement; Providing temporary use of non-downloadable software for generating probate documents that meet specific state and county requirements; Providing temporary use of non-downloadable software for filing for an Employer Identification Number (EIN) for estates and setting up estate bank accounts; Providing temporary use of non-downloadable software for distributing funds from estate bank accounts to beneficiaries; Providing temporary use of non-downloadable software for enabling electronic and online identity verification and fraud prevention; Providing temporary use of non-downloadable software for managing financial accounts and investments; Identity theft and fraud prevention services relating to online transactions, namely, electronic monitoring of personally identifying information to detect identity theft via the internet and electronic monitoring of credit card and banking activity to detect fraud via the internet
• Class 045 — Legal and security services: Providing legal information relating to management of personal end-of-life arrangements; Providing legal information relating to estate planning and probate of wills in the context of end-of-life management services

Owner

• Sunset Software, Inc., Salt Lake City, UT, US
• Sunset Software, Inc., Salt Lake City, UT, US

Prosecution history

• 04 Aug 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 09 Jun 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 09 Jun 2026 — PUBLISHED FOR OPPOSITION
• 03 Jun 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 12 May 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 11 May 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 11 May 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 11 May 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 22 Apr 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 22 Apr 2026 — NON-FINAL ACTION E-MAILED
• 22 Apr 2026 — NON-FINAL ACTION WRITTEN
• 16 Apr 2026 — ASSIGNED TO EXAMINER
• 06 Apr 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 06 Apr 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 12 Dec 2025 — APPLICATION FILING RECEIPT MAILED