LEGACY PLANNING Trademark
Trademark Overview
On Monday, May 19, 2025, a trademark application was filed for LEGACY PLANNING with the United States Patent and Trademark Office. The USPTO has given the LEGACY PLANNING trademark a serial number of 99192671. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, October 7, 2025. The LEGACY PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial information and advisory services; Financial consultancy
General Information
| Serial Number | 99192671 |
| Word Mark | LEGACY PLANNING |
| Filing Date | Monday, May 19, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, October 7, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advisory and consultancy services; Financial information and advisory services; Financial consultancy |
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, May 19, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 1, 2014 |
| First Use In Commerce Date | Sunday, June 1, 2014 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Beverly Hills, CA 90212 |
Trademark Events
| Event Date | Event Description |
| Monday, May 19, 2025 | NEW APPLICATION ENTERED |
| Monday, May 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 19, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, October 1, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, October 7, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 7, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 7, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 22, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, January 6, 2026 | ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED |
