ESTATE PLANNING Trademark

Trademark Overview


On Monday, August 24, 2020, a trademark application was filed for ESTATE PLANNING with the United States Patent and Trademark Office. The USPTO has given the ESTATE PLANNING trademark a serial number of 90132874. The federal status of this trademark filing is REGISTERED as of Tuesday, November 22, 2022. This trademark is owned by WealthCounsel Properties, LLC. The ESTATE PLANNING trademark is filed in the Education & Entertainment Services category with the following description:

educational services, namely, providing self-study educational information in the academic field of law on the fundamentals of estate planning, business planning, probate law, and elder law for the purpose of academic study; educational services, namely providing online, nondownloadable articles and webinars in the fields of estate planning, business planning, probate law, and elder law
estate planning

General Information


Serial Number90132874
Word MarkESTATE PLANNING
Filing DateMonday, August 24, 2020
Status700 - REGISTERED
Status DateTuesday, November 22, 2022
Registration Number6903692
Registration DateTuesday, November 22, 2022
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, September 6, 2022

Trademark Statements


Goods and Serviceseducational services, namely, providing self-study educational information in the academic field of law on the fundamentals of estate planning, business planning, probate law, and elder law for the purpose of academic study; educational services, namely providing online, nondownloadable articles and webinars in the fields of estate planning, business planning, probate law, and elder law
Description of MarkThe mark consists of the stacked wording "ESTATE PLANNING" in black to the right of a design of a check mark in blue under a design of a partial document in green with three white horizontal lines in the middle and a white triangle in the upper right portion; all over a transparent background, which is not part of the mark.
Indication of Colors claimedThe color(s) blue, green, black, and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"ESTATE PLANNING"

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, September 25, 2020
Primary Code041
First Use Anywhere DateThursday, April 16, 2020
First Use In Commerce DateThursday, April 16, 2020

Trademark Owner History


Party NameWEALTHCOUNSEL, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressJERSEY CITY, NJ 07302

Party NameWealthCounsel Properties, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDraper, UT 84020

Party NameWealthCounsel Properties, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDraper, UT 84020

Party NameWealthCounsel Properties, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDraper, UT 84020

Trademark Events


Event DateEvent Description
Wednesday, July 19, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, November 22, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, November 22, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, September 6, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 6, 2022PUBLISHED FOR OPPOSITION
Wednesday, August 17, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, July 29, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 20, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 20, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 20, 2022TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, February 3, 2022NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Thursday, February 3, 2022SUBSEQUENT FINAL EMAILED
Thursday, February 3, 2022SUBSEQUENT FINAL REFUSAL WRITTEN
Wednesday, January 19, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 18, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 18, 2022PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Tuesday, January 18, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 18, 2022TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, January 5, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 5, 2022NON-FINAL ACTION E-MAILED
Wednesday, January 5, 2022NON-FINAL ACTION WRITTEN
Thursday, December 2, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 2, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 2, 2021ASSIGNED TO LIE
Monday, November 29, 2021TEAS VOLUNTARY AMENDMENT RECEIVED
Monday, November 29, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 29, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 29, 2021TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, July 6, 2021NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, July 6, 2021FINAL REFUSAL E-MAILED
Tuesday, July 6, 2021FINAL REFUSAL WRITTEN
Thursday, June 3, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 2, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 2, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, December 21, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, December 21, 2020NON-FINAL ACTION E-MAILED
Monday, December 21, 2020NON-FINAL ACTION WRITTEN
Sunday, December 20, 2020ASSIGNED TO EXAMINER
Saturday, September 26, 2020NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, September 25, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, August 27, 2020NEW APPLICATION ENTERED