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 NON-FINAL ACTION - MAILED as of Thursday, June 18, 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
the prepared heirs program

General Information

Serial Number99650519
Word MarkTHE PREPARED HEIRS PROGRAM
Filing DateThursday, February 12, 2026
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, June 18, 2026
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 ServicesLife 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 ServicesFinancial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 12, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, February 12, 2026
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameEdward J. Bosch, Jr. and Associates, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCrescent Springs, KY 41017
US

Trademark Events

Event DateEvent Description
Thursday, February 12, 2026NEW APPLICATION ENTERED
Thursday, February 12, 2026APPLICATION FILING RECEIPT MAILED
Thursday, February 12, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, June 8, 2026ASSIGNED TO EXAMINER
Thursday, June 18, 2026NON-FINAL ACTION WRITTEN
Thursday, June 18, 2026NON-FINAL ACTION E-MAILED
Thursday, June 18, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

program heirs prepared services wealth management field namely financial education planning forums advisory