LEGACY PLANNERS CREATING ESTATE PLANS THAT WORK Trademark
Trademark Overview
On Monday, August 19, 2024, a trademark application was filed for LEGACY PLANNERS CREATING ESTATE PLANS THAT WORK with the United States Patent and Trademark Office. The USPTO has given the LEGACY PLANNERS CREATING ESTATE PLANS THAT WORK trademark a serial number of 98706427. The federal status of this trademark filing is REGISTERED as of Tuesday, February 3, 2026. This trademark is owned by Riley, Kendra L. R.. The LEGACY PLANNERS CREATING ESTATE PLANS THAT WORK trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Estate planning using blockchain technology; Estate trust planning; Providing information in the field of estate planning
General Information
| Serial Number | 98706427 |
| Word Mark | LEGACY PLANNERS CREATING ESTATE PLANS THAT WORK |
| Filing Date | Monday, August 19, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 3, 2026 |
| Registration Number | 8130021 |
| Registration Date | Tuesday, February 3, 2026 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 1, 2025 |
Trademark Statements
| Indication of Colors claimed | The color(s) teal, green, lime green and white is/are claimed as a feature of the mark. |
| NOT AVAILABLE | Legacy Planners |
| Goods and Services | Estate planning; Estate planning using blockchain technology; Estate trust planning; Providing information in the field of estate planning |
| Description of Mark | The mark consists of a white tree with leaves the colors of teal, green and lime green on the left. To the right of the tree is the word "Legacy" in white above the word "PLANNERS" in green. Below the tree and the word "PLANNERS" is the wording "CREATING ESTATE PLANS THE WORK" in white. The color black represents background or transparent areas and is not a feature of the mark. |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, August 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 9, 2024 |
| First Use In Commerce Date | Friday, August 30, 2024 |
Trademark Owner History
| Party Name | Riley, Kendra L. R. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Plata, MD 20646 |
| Party Name | Riley, Kendra L. R. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Plata, MD 20646 |
| Party Name | Riley, Kendra L. R. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | La Plata, MD 20646 |
Trademark Events
| Event Date | Event Description |
| Monday, August 19, 2024 | NEW APPLICATION ENTERED |
| Monday, March 3, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 3, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, March 4, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, March 5, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 5, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 5, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, March 9, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, March 9, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Sunday, March 9, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 10, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 26, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 27, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, July 7, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Friday, January 9, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, July 7, 2025 | USE AMENDMENT FILED |
| Saturday, January 10, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, January 12, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, January 12, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, February 3, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 3, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
