Sample Intellectual Property Inventory Forms

Note: These are sample Intellectual Property Inventory Forms (patent inventory or trade secret inventory) that are the property of Not Just Patents. Not Just Patents gives no claims for fitness for use. Your needs will differ, depending on your circumstances. Not Just Patents can prepare forms specifically for your use, call us at 1-651-500-7590.




Date:

Person completing form:


Sample Intellectual Property Inventory form for patents or trade secrets

(Use one for each Patent or Trade Secret development project)




Activity: Description, location, participating departments, approximate date of conception,   ending date (actual or predicted), status, future use (manufacture, license, cross-license, assign, etc.)



Background Technology (prior art):



Pending Patents: Patent application numbers, description of patent, advantages, relevant prior art



Issued Patents: Patent numbers, description of patent, advantages, relevant prior art



Potential infringement issues and licensing issues:



Nondisclosure of patent application until (i.e. product launch, publication, issue, other):



Trade secret methods being used to protect invention (i.e., nondisclosure agreements, general physical measures, document control, employee controls, computer protection, etc.):



Additional methods of keeping confidential needed:



Valuation and valuation method:



Notes:




Sample Trademark or Service Mark Inventory Form

Date:

Person completing form:



Use one for each Trademark or Service Mark


USPTO info. or state info.

Show Word Mark or Design


USPTO info.

ID of Goods and Services (list all):


USPTO info.

Filing Date:



Date of first use in commerce:



List any state registrations with date and reg. #:


USPTO info.

Pending USPTO registration?:


USPTO info.

USPTO Registration Number:


USPTO info.

Registration Date:


USPTO info.

Owner of Record:


USPTO info.

Attorney of Record:


USPTO info.

Type of Mark:


USPTO info.

Register (Principal or Supplemental):


USPTO info.

Live or Dead:


Follow-up required

Affidavit of Use due date (between 5th & 6th yr after registration)


Follow-up required

Renewal due date (between 9th & 10th yr after registration)


Follow-up required

Affidavit of Incontestability due date (if Principal Register) (between 5th & 6th yr)


Business use

List of places mark is being used:


Business use

Potential new uses for mark under current goods and services


Business use

Potential new uses for mark under new goods and services



Potential infringement issues and licensing issues:


Business use

Valuation and valuation method:


Business use

Notes:



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TMk® Email W@TMK.law best or call 1-651-500-7590   (Calls are screened for ‘trademark’ and other applicable reasons for the call) for U.S. Licensed Attorney for Trademark Searches and Applications; File or Defend an Opposition or Cancellation; File or Defend an Expungement or Reexamination of a trademark registration; Trademark Refusal; Brand Positioning

For more information from Not Just Patents, see our other pages and sites:      

USPTO TESS Trademark Product Line  TMPL.US.com

TEAS application TEAS Plus  Where to trademark search?

Trademark e Search  Strong Trademark  

Common Law Trademarks   Trademark A-Z

Grounds for Refusal  ITU unit action

Tm1a.com: Why 1(a)? Tm1b.com: Why 1(b) trademark?

Trademark Disclaimers Trademark/Patent Assignment

 Examples of Disclaimers FREE Resources

Patent, Trademark & Copyright Inventory Forms

Trademark Search Method TEAS Standard application

How to Trademark Search

Are You a Content Provider-How to Pick an ID  Specimens: webpages

Self-authenticating specimen?   

Trademark ID manual

Using Slogans (Taglines), Model Numbers as Trademarks

Which format? When Should I  Use Standard Characters?

Change Trademark or Patent Ownership    

 Opposition Proceeding    

TTAB Discovery Conference Checklist

Lack of standing is not an Affirmative Defense

Trademark Register FAQ  Definition: Clearance Search

teas plus vs teas standard  approved for pub - principal register

Amend to Supplemental Register?


Trademark Search Hack-Use the same method as USPTO   

Experience appearing before the Board (TTAB)

Trademark Specimen  Statement of Use (SOU)

How To Show Acquired Distinctiveness Under 2(f)

Trademark  Refusal  Opposition Period

Which TEAS application is less likely to be refused?

Examples of Composite or Unitary Marks  

TEAS Plus refusal rate  tesssearch  Brand Positioning Help

What Does ‘Use in Commerce’ Mean?    

Grounds for Opposition & Cancellation

Notice of Opposition trademark sample

What is a trademark specimen?     Trademark Searching


TBMP 309 Grounds Opposition/Canc.  

Examples and General Rules for Likelihood of Confusion

   DuPont Factors

What are Dead or Abandoned Trademarks?

Can I Use An Abandoned Trademark?  

3D Marks Trade Dress TTAB Extension of Time  

Can I Abandon a Trademark During An Opposition?

Differences between TEAS Plus and TEAS Standard  

Extension of Time to Oppose

 tess search  Examples of Unusual Trademarks

  Extension of time to answer  

What Does Published for Opposition Mean?

What to Discuss in the Discovery Conference

Overcoming Merely Descriptive Refusal  TmkApp Checklist

Likelihood of Confusion 2d  TMK.law–Knowing the law matters

Acquired Distinctiveness Examples  2(f) or 2(f) in part

Definition: Likelihood of confusion

Merely Descriptive Trademarks  Merely Descriptive Refusals

Definition of Related goods and services for trademarks

ID of Goods and Services see also Headings (list) of International Trademark Classes How to search ID Manual

How to TESS trademark search-Trademark Electronic Search System

   Extension of Time to Oppose

Geographically Descriptive or Deceptive

Change of Address with the TTAB using ESTTA

Likelihood of confusion-Circuit Court tests  Trademark Glossary

Pseudo Marks    How to Reply to Cease and Desist Letter

Why Hire A Private Trademark Attorney?

 Merely Descriptive Refusal   Overcome Likelihood Confusion

Common Law Rights for Domain Names

Steps in a Trademark Opposition Process   

Published for Opposition  What is Discoverable in a TTAB Proceeding Affirmative Defenses  

What is the Difference between Principal & Supplemental Register?   

What is a Family of Marks? What If Someone Files An Opposition Against My Trademark? Statutory Cause of Action (aka Standing)

Tips for responding to tm Refusal  

DIY Overcoming Merely Descriptive Refusals

TESS Trademark Trademark Registration Answers TESS database  

Trademark Searching Using TESS  Trademark Search Tips

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