THE PREPARED HEIRS PROGRAM Trademark
Trademark Overview
On Thursday, February 12, 2026, a trademark application was filed for THE PREPARED HEIRS PROGRAM with the United States Patent and Trademark Office. The USPTO has given the THE PREPARED HEIRS PROGRAM trademark a serial number of 99650519. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Monday, June 8, 2026. This trademark is owned by Edward J. Bosch, Jr. and Associates, LLC. The THE PREPARED HEIRS PROGRAM trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Life coaching services in the field of wealth management; Education services, namely, mentoring in the field of wealth management; Education services, namely, providing online and in-person lessons, meetings, and family forums in the field of wealth management
Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning
General Information
| Serial Number | 99650519 |
| Word Mark | THE PREPARED HEIRS PROGRAM |
| Filing Date | Thursday, February 12, 2026 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Monday, June 8, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Life coaching services in the field of wealth management; Education services, namely, mentoring in the field of wealth management; Education services, namely, providing online and in-person lessons, meetings, and family forums in the field of wealth management |
| Goods and Services | Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning |
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 | Thursday, February 12, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 12, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Edward J. Bosch, Jr. and Associates, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Crescent Springs, KY 41017
US |
Trademark Events
| Event Date | Event Description |
| Thursday, February 12, 2026 | NEW APPLICATION ENTERED |
| Thursday, February 12, 2026 | APPLICATION FILING RECEIPT MAILED |
| Thursday, February 12, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 8, 2026 | ASSIGNED TO EXAMINER |
