LEGATA

What this means for you

Not registered yet, but its 02 Jul 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99920064

Mark type

Stylized text

Filed

02 Jul 2026

Attorney of record

Batur H. Oktay

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software for estate planning and estate administration; downloadable software for generating estate planning documents, including wills, trusts, powers of attorney, healthcare directives; downloadable software for creating and managing irrevocable life insurance trusts (ILITs); downloadable software for tracking and cataloging financial and personal assets for estate planning purposes; downloadable software for storing, organizing, and sharing estate planning documents and personal records; downloadable software for estate tax estimation and financial planning related to estate administration; downloadable software for monitoring legal developments and life events affecting estate plans and providing alerts and reminders; downloadable software for trust administration, namely, software for generating and managing beneficiary notices and trust administration records; downloadable software for facilitating communication and document sharing among users and their legal, financial, and insurance advisors.
• Class 036 — Insurance and financial services: Financial planning services in the field of estate and wealth transfer planning; providing online financial calculators for estimating estate tax exposure; financial advisory and consultation services relating to life insurance planning and trust funding strategies; insurance referral services; providing information in the field of life insurance and estate-related financial planning.
• Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring non-downloadable software for estate planning and estate administration; providing temporary use of non-downloadable software for generating customizable templates for estate planning documents, namely, wills, trusts, powers of attorney, healthcare directives, and HIPAA authorizations; providing temporary use of non-downloadable software for creating and managing irrevocable life insurance trusts (ILITs); providing temporary use of non-downloadable software for tracking and cataloging financial and personal assets for estate planning purposes; providing temporary use of non-downloadable software for storing, organizing, and sharing estate planning documents and personal records; providing temporary use of non-downloadable software featuring estate tax estimation calculators for financial planning related to estate administration; providing temporary use of non-downloadable software for monitoring changes in laws and life events affecting estate plans and providing alerts and reminders; providing temporary use of non-downloadable software for trust administration, namely, generating beneficiary notices and managing trust administration records; providing temporary use of non-downloadable software for facilitating communication and document sharing among users and their legal, financial, and insurance advisors; providing temporary use of non-downloadable software for managing estate planning information, documents, and related tasks through an online dashboard.
• Class 045 — Legal and security services: Providing information in the field of estate planning; online provision of information, guides, and resources relating to wills, trusts, estate administration, and wealth transfer planning; providing a website featuring information about the establishment and administration of trusts, including irrevocable life insurance trusts; providing an online database of estate planning resources and educational materials; providing information regarding legal processes relating to wills, trusts, powers of attorney, and advance healthcare directives; providing online non-downloadable publications in the nature of articles and guides in the field of estate planning.

Owner

• Legata Inc., Bellevue, WA, US

Prosecution history

• 02 Jul 2026 — APPLICATION FILING RECEIPT MAILED
• 02 Jul 2026 — NEW APPLICATION ENTERED