PLANNING THAT WORKS Trademark
Trademark Overview
On Friday, October 17, 2025, a trademark application was filed for PLANNING THAT WORKS with the United States Patent and Trademark Office. The USPTO has given the PLANNING THAT WORKS trademark a serial number of 99449425. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, March 31, 2026. This trademark is owned by FAMILY WEALTH PLANNING INSTITUTE, LLC. The PLANNING THAT WORKS trademark is filed in the Personal, Legal & Social Services category with the following description:
Legal services; Legal consultancy; Legal support services; Legal information services; Providing legal services in the field of estate planning
General Information
| Serial Number | 99449425 |
| Word Mark | PLANNING THAT WORKS |
| Filing Date | Friday, October 17, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 31, 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, March 31, 2026 |
Trademark Statements
| Goods and Services | Legal services; Legal consultancy; Legal support services; Legal information services; Providing legal services in the field of estate planning |
Classification Information
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 17, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | Thursday, June 12, 2025 |
| First Use In Commerce Date | Thursday, June 12, 2025 |
Trademark Owner History
| Party Name | FAMILY WEALTH PLANNING INSTITUTE, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reno, NV 89501
US |
| Party Name | FAMILY WEALTH PLANNING INSTITUTE, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reno, NV 89501
US |
Trademark Events
| Event Date | Event Description |
| Friday, October 17, 2025 | NEW APPLICATION ENTERED |
| Friday, October 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, October 17, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 5, 2026 | ASSIGNED TO EXAMINER |
| Thursday, March 5, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 25, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 31, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 31, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
