PLAN FOR WHAT'S IMPORTANT Trademark
Trademark Overview
On Tuesday, February 10, 2026, a trademark application was filed for PLAN FOR WHAT'S IMPORTANT with the United States Patent and Trademark Office. The USPTO has given the PLAN FOR WHAT'S IMPORTANT trademark a serial number of 99644573. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, July 7, 2026. This trademark is owned by EP Wealth Advisors, LLC. The PLAN FOR WHAT'S IMPORTANT trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related services
General Information
| Serial Number | 99644573 |
| Word Mark | PLAN FOR WHAT'S IMPORTANT |
| Filing Date | Tuesday, February 10, 2026 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 7, 2026 |
| 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 | Tuesday, July 7, 2026 |
Trademark Statements
| Pseudo Mark | PLAN FOR WHAT IS IMPORTANT |
| Goods and Services | Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related services |
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 | Tuesday, February 10, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, October 1, 2023 |
| First Use In Commerce Date | Sunday, October 1, 2023 |
Trademark Owner History
| Party Name | EP Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Torrance, CA 90503
US |
| Party Name | EP Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Torrance, CA 90503
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 10, 2026 | NEW APPLICATION ENTERED |
| Tuesday, February 10, 2026 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, June 9, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 10, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, June 10, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 1, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 7, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 7, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
