THE ESTATE PLANNING INSTITUTE Trademark

Trademark Overview


On Monday, October 2, 2023, a trademark application was filed for THE ESTATE PLANNING INSTITUTE with the United States Patent and Trademark Office. The USPTO has given the THE ESTATE PLANNING INSTITUTE trademark a serial number of 98205737. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Wednesday, May 7, 2025. This trademark is owned by The Estate Planning Institute, LLC. The THE ESTATE PLANNING INSTITUTE trademark is filed in the Education & Entertainment Services category with the following description:

Providing online educational videos in the field of legal estate planning
the estate planning institute

General Information


Serial Number98205737
Word MarkTHE ESTATE PLANNING INSTITUTE
Filing DateMonday, October 2, 2023
Status645 - FINAL REFUSAL - MAILED
Status DateWednesday, May 7, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding online educational videos in the field of legal estate planning

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, October 12, 2023
Primary Code041
First Use Anywhere DateThursday, November 28, 2024
First Use In Commerce DateThursday, November 28, 2024

Trademark Owner History


Party NameThe Estate Planning Institute, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMcKinney, TX 75070

Trademark Events


Event DateEvent Description
Thursday, October 5, 2023NEW APPLICATION ENTERED
Thursday, August 15, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Thursday, October 12, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 22, 2024ASSIGNED TO EXAMINER
Wednesday, June 5, 2024NON-FINAL ACTION WRITTEN
Wednesday, June 5, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 5, 2024NON-FINAL ACTION E-MAILED
Thursday, August 15, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Friday, November 29, 2024TEAS AMENDMENT OF USE RECEIVED
Saturday, November 30, 2024USE AMENDMENT FILED
Saturday, November 30, 2024AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, December 3, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 2, 2024USE AMENDMENT ACCEPTED
Tuesday, December 3, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 3, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 4, 2024NON-FINAL ACTION WRITTEN
Wednesday, December 4, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, December 4, 2024NON-FINAL ACTION E-MAILED
Tuesday, March 4, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 4, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 7, 2025FINAL REFUSAL E-MAILED
Wednesday, May 7, 2025FINAL REFUSAL WRITTEN
Wednesday, May 7, 2025NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, March 4, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED