LEADERS IN THE ESTATE PLANNING COMMUNITY

Live / Applied — Non-final action mailed (as of 21 Feb 2026)

What this means for you

Not registered yet, but its 27 Aug 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99361467
Mark type
Stylized text
Filed
27 Aug 2025
Attorney of record
John M. Manion

Goods and services

  • Class 041 — Education and entertainment services: Educational services, namely, providing incentives to professionals to demonstrate excellence in the field of estate planning, providing incentives to professionals to demonstrate excellence in the field of estate planning through the issuance of awards, and organizing and conducting programs in the field of estate planning to recognize, celebrate, and record the achievements of estate planners
  • Class 042 — Scientific and technological services: Association services, namely, promoting the interests of professionals in the field of estate planning

Owner

Prior registrations

Prosecution history

  • 21 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 21 Feb 2026 — NON-FINAL ACTION E-MAILED
  • 21 Feb 2026 — NON-FINAL ACTION WRITTEN
  • 19 Jan 2026 — ASSIGNED TO EXAMINER
  • 16 Jan 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 27 Aug 2025 — APPLICATION FILING RECEIPT MAILED
  • 27 Aug 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy