EXPERTS FOCUSED ON YOUR BEST INTERESTS Trademark

Trademark Overview


On Friday, April 11, 2025, a trademark application was filed for EXPERTS FOCUSED ON YOUR BEST INTERESTS with the United States Patent and Trademark Office. The USPTO has given the EXPERTS FOCUSED ON YOUR BEST INTERESTS trademark a serial number of 99132417. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, March 5, 2026. This trademark is owned by Fiduciary Trust Company. The EXPERTS FOCUSED ON YOUR BEST INTERESTS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

tax planning; family office services, namely, tax planning and advisory services

Financial services, namely, financial planning, research and advisory services; estate planning, estate trust management, financial trust administration and estate settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, financial trust planning, estate planning, investment consultation, advisory and management, and financial philanthropic gift planning
experts focused on your best interests

General Information


Serial Number99132417
Word MarkEXPERTS FOCUSED ON YOUR BEST INTERESTS
Filing DateFriday, April 11, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, March 5, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and Servicestax planning; family office services, namely, tax planning and advisory services
Goods and ServicesFinancial services, namely, financial planning, research and advisory services; estate planning, estate trust management, financial trust administration and estate settlement services; investment consultation, advisory and management; financial analysis, consultation, and management; financial planning for retirement; custodial banking services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; corporate trustee services; financial planning services, namely, developing and managing charitable gifts; bill payment services; family office services, namely, financial planning and advisory services, financial trust planning, estate planning, investment consultation, advisory and management, and financial philanthropic gift planning

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 2, 2026
Primary Code035
First Use Anywhere DateSunday, December 31, 2023
First Use In Commerce DateSunday, December 31, 2023

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 11, 2025
Primary Code036
First Use Anywhere DateSunday, December 31, 2023
First Use In Commerce DateSunday, December 31, 2023

Trademark Owner History


Party NameFiduciary Trust Company
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressBoston, MA 02109
US

Trademark Events


Event DateEvent Description
Friday, April 11, 2025APPLICATION FILING RECEIPT MAILED
Friday, April 11, 2025NEW APPLICATION ENTERED
Friday, April 11, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 8, 2025ASSIGNED TO EXAMINER
Thursday, September 18, 2025TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, September 18, 2025PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Tuesday, December 2, 2025ASSIGNED TO EXAMINER
Saturday, December 6, 2025NON-FINAL ACTION WRITTEN
Saturday, December 6, 2025NON-FINAL ACTION E-MAILED
Saturday, December 6, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 2, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 2, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 2, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 5, 2026NON-FINAL ACTION WRITTEN
Thursday, March 5, 2026NON-FINAL ACTION E-MAILED
Thursday, March 5, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED