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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, October 17, 2025. 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 | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, October 17, 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 | 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 | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Reno, NV 89501 |
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 |
