WEALTHCOUNSEL Trademark

Trademark Overview


On Thursday, July 29, 2010, a trademark application was filed for WEALTHCOUNSEL with the United States Patent and Trademark Office. The USPTO has given the WEALTHCOUNSEL trademark a serial number of 85095917. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, January 18, 2022. This trademark is owned by WEALTHCOUNSEL PROPERTIES, LLC. The WEALTHCOUNSEL trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, Clothing & Apparel Products, Advertising, Business and Retail Services, Communication Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

Publications, namely, books, newsletters, magazines and user manuals in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing

[ Computer software in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; Computer software featuring instruction in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing ]

[ Providing electronic bulletin boards for transmission of messages among users in the fields of estate planning, estate settlement, tax planning, law office management and legal marketing ]

[ Computer services, namely, developing, modifying, improving and updating computer software in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; technical support services for computer systems and programs, namely, troubleshooting of computer problems in the nature of diagnosing the source of improper function of WealthCounsel provided software and products and assisting customers with identifying and implementing solutions necessary to resolve those improper functions of WealthCounsel provided software and products and providing software modifications, upgrades and improvements; data automation and collection service using proprietary software to evaluate, analyze and collect service data ]

Education services, namely, providing live, online and pre-recorded video classes, seminars, workshops, tutoring and mentoring in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; publication of books, journals and other printed material in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; training in the use of software in the area of estate planning, estate settlement, tax planning, law office management and legal marketing

[ Business consulting services, namely, assisting legal professionals with organizing and setting up their practices to offer estate planning, estate settlement and tax planning, and assisting legal professionals with law office management and legal marketing ]

Apparel, namely, shirts, jackets, hats, visors
wealthcounsel

General Information


Serial Number85095917
Word MarkWEALTHCOUNSEL
Filing DateThursday, July 29, 2010
Status800 - REGISTERED AND RENEWED
Status DateTuesday, January 18, 2022
Registration Number3973193
Registration DateTuesday, June 7, 2011
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 22, 2011

Trademark Statements


Goods and ServicesPublications, namely, books, newsletters, magazines and user manuals in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing
Goods and Services[ Computer software in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; Computer software featuring instruction in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing ]
Pseudo MarkWEALTH COUNSEL
Goods and Services[ Providing electronic bulletin boards for transmission of messages among users in the fields of estate planning, estate settlement, tax planning, law office management and legal marketing ]
Goods and Services[ Computer services, namely, developing, modifying, improving and updating computer software in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; technical support services for computer systems and programs, namely, troubleshooting of computer problems in the nature of diagnosing the source of improper function of WealthCounsel provided software and products and assisting customers with identifying and implementing solutions necessary to resolve those improper functions of WealthCounsel provided software and products and providing software modifications, upgrades and improvements; data automation and collection service using proprietary software to evaluate, analyze and collect service data ]
Goods and ServicesEducation services, namely, providing live, online and pre-recorded video classes, seminars, workshops, tutoring and mentoring in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; publication of books, journals and other printed material in the fields of estate planning, estate settlement, tax planning, and law office management and legal marketing; training in the use of software in the area of estate planning, estate settlement, tax planning, law office management and legal marketing
Goods and Services[ Business consulting services, namely, assisting legal professionals with organizing and setting up their practices to offer estate planning, estate settlement and tax planning, and assisting legal professionals with law office management and legal marketing ]
Goods and ServicesApparel, namely, shirts, jackets, hats, visors

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateTuesday, January 18, 2022
Primary Code009
First Use Anywhere DateFriday, December 1, 2000
First Use In Commerce DateFriday, December 1, 2000

International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateMonday, August 2, 2010
Primary Code016
First Use Anywhere DateFriday, December 1, 2000
First Use In Commerce DateFriday, December 1, 2000

International Class025 - Clothing, footwear, headgear.
US Class Codes022, 039
Class Status Code6 - Active
Class Status DateMonday, August 2, 2010
Primary Code025
First Use Anywhere DateSunday, December 31, 2000
First Use In Commerce DateSunday, December 31, 2000

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateFriday, December 9, 2016
Primary Code035
First Use Anywhere DateFriday, December 1, 2000
First Use In Commerce DateFriday, December 1, 2000

International Class038 - Services allowing people to communicate with another by a sensory means.
US Class Codes100, 101, 104
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateTuesday, January 18, 2022
Primary Code038
First Use Anywhere DateFriday, December 1, 2000
First Use In Commerce DateFriday, December 1, 2000

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, August 2, 2010
Primary Code041
First Use Anywhere DateFriday, December 1, 2000
First Use In Commerce DateFriday, December 1, 2000

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateFriday, December 9, 2016
Primary Code042
First Use Anywhere DateFriday, December 1, 2000
First Use In Commerce DateFriday, December 1, 2000

Trademark Owner History


Party NameELDER COUNSEL LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWASHINGTON, DC 20036

Party NameWEALTHCOUNSEL, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressJERSEY CITY, NJ 07302

Party NameWEALTHCOUNSEL PROPERTIES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSALT LAKE CITY, UT 84171

Party NameWealthCounsel, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53713

Party NameWealthCounsel, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53713

Party NameWealthCounsel, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMadison, WI 53713

Party NameLAWLYTICS, INC.
Party Type33 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressTUCSON, AZ 85710

Party NameWEALTHCOUNSEL PROPERTIES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWASHINGTON, DC 20036

Trademark Events


Event DateEvent Description
Monday, August 2, 2010NEW APPLICATION ENTERED
Monday, August 2, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, August 3, 2010NOTICE OF PSEUDO MARK MAILED
Wednesday, November 10, 2010ASSIGNED TO EXAMINER
Wednesday, November 17, 2010NON-FINAL ACTION WRITTEN
Wednesday, November 17, 2010NON-FINAL ACTION E-MAILED
Wednesday, November 17, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 7, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 7, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 8, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, December 17, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 7, 2011ASSIGNED TO LIE
Friday, January 7, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 7, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 18, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 19, 2011PREVIOUS ALLOWANCE COUNT WITHDRAWN
Friday, January 21, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 24, 2011ASSIGNED TO LIE
Thursday, January 27, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, February 4, 2011WITHDRAWN FROM PUB - OG REVIEW QUERY
Thursday, February 10, 2011PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, February 15, 2011EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 15, 2011EXAMINERS AMENDMENT E-MAILED
Tuesday, February 15, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 15, 2011EXAMINER'S AMENDMENT ENTERED
Tuesday, February 15, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 16, 2011PREVIOUS ALLOWANCE COUNT WITHDRAWN
Wednesday, February 16, 2011EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 16, 2011EXAMINERS AMENDMENT E-MAILED
Wednesday, February 16, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, February 16, 2011EXAMINER'S AMENDMENT ENTERED
Wednesday, February 16, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, February 17, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, March 22, 2011PUBLISHED FOR OPPOSITION
Tuesday, March 22, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, May 19, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 7, 2011REGISTERED-PRINCIPAL REGISTER
Thursday, July 9, 2015TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, July 9, 2015ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 19, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 19, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, June 7, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 6, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 23, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, September 29, 2016TEAS SECTION 8 & 15 RECEIVED
Friday, December 9, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, December 9, 2016REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, December 9, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, December 9, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, December 9, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, March 14, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 14, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 20, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sunday, June 7, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, June 7, 2021TEAS SECTION 8 & 9 RECEIVED
Monday, October 18, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 18, 2021POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Monday, January 17, 2022TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, January 18, 2022REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
Tuesday, January 18, 2022REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
Tuesday, January 18, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, January 18, 2022NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, July 19, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, July 28, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, July 28, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, July 28, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 28, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 28, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 24, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 26, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 26, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP