Who owns the ESTATE PLANNING trademark?

The ESTATE PLANNING trademark is owned by WEALTHCOUNSEL, LLC.

What is the serial number for ESTATE PLANNING?

The USPTO serial number for ESTATE PLANNING is 90132862.

What is the registration number for ESTATE PLANNING?

ESTATE PLANNING is registered under USPTO registration number 6558251.

ESTATE PLANNING - Owned by WEALTHCOUNSEL, LLC - (Class 035, Class 045)

Q: What class is the ESTATE PLANNING trademark registered in?

The ESTATE PLANNING trademark is registered in Class 035 (Advertising, business management & retail services), Class 045 (Legal, security & personal social services).

What to file next

Section 8 declaration of continued use

When: Due between the fifth and sixth anniversary of registration.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed Section 8 cancels the registration, and there is no revival route for it.

How the Section 8 deadline works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Apr 16, 2020

First use in commerce: Apr 16, 2020

Advertising; business management, organization and administration; office functions.

Class 045Legal, security & personal social services

US codes: 100, 101

First use anywhere: Apr 16, 2020

First use in commerce: Apr 16, 2020

Legal services; security services for the physical protection of tangible property and individuals; dating services, online social networking services; funerary services; babysitting.

This description is as filed with the USPTO and defines the scope of trademark protection.

Filing Basis & Declarations

Filed as Use ApplicationUse Application Currently

Status History

35 events

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Nov 26, 2025

Code ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Sep 24, 2025

Code ASCK

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jul 28, 2025

Code COAR

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jul 28, 2025

Code CHAN

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jul 28, 2025

Code REAP

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jul 28, 2025

Code ARAA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jul 28, 2025

Code TCCA

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jul 19, 2023

Code ASGN

CORRECTION UNDER SECTION 7 - PROCESSED

Apr 22, 2022

Code COC.

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 21, 2022

Code APRE

TEAS SECTION 7 REQUEST RECEIVED

Nov 23, 2021

Code ES7R

REGISTERED-PRINCIPAL REGISTER

Nov 16, 2021

Code R.PR

POST PUBLICATION AMENDMENT – NOT ENTERED

Oct 21, 2021

Code CHPN

ASSIGNED TO PETITION STAFF

Oct 20, 2021

Code APET

TEAS POST PUBLICATION AMENDMENT RECEIVED

Oct 14, 2021

Code EPPA

PUBLISHED FOR OPPOSITION

Aug 31, 2021

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 31, 2021

Code NPUB

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 11, 2021

Code NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 23, 2021

Code CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 22, 2021

Code TEME

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Jul 21, 2021

Code ERFR

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 21, 2021

Code CRFA

FINAL REFUSAL WRITTEN

Jul 06, 2021

Code CNFR

FINAL REFUSAL E-MAILED

Jul 06, 2021

Code GNFR

NOTIFICATION OF FINAL REFUSAL EMAILED

Jul 06, 2021

Code GNFN

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 03, 2021

Code TEME

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 02, 2021

Code TROA

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 02, 2021

Code CRFA

NON-FINAL ACTION WRITTEN

Dec 21, 2020

Code CNRT

NON-FINAL ACTION E-MAILED

Dec 21, 2020

Code GNRT

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Dec 21, 2020

Code GNRN

ASSIGNED TO EXAMINER

Dec 20, 2020

Code DOCK

NOTICE OF DESIGN SEARCH CODE E-MAILED

Sep 26, 2020

Code MDSC

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 25, 2020

Code NWOS

NEW APPLICATION ENTERED

Aug 27, 2020

Code NWAP

Other Marks by WEALTHCOUNSEL, LLC

Additional USPTO filings from the same owner.

WEA

WEALTH TRACX

88901307

WEALTHCOUNSEL, LLC

REGISTERED

WEA

WEALTH DOCX

86330645

WEALTHCOUNSEL, LLC

REGISTERED

BUS

BUSINESS DOCX

86330651

WEALTHCOUNSEL, LLC

REGISTERED

GUN

GUN DOCX

97193651

WEALTHCOUNSEL, LLC

REGISTERED

Other Marks in Class 035 — Advertising, business management & retail services

Recently filed and registered marks in the same international class.

LAD

LADIES' ESTATE PLANNING TEA

98472203

Johnson Betts, LLC

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EXC

EXCELLENCE IN ESTATE PLANNING

90208657

Excellence in Estate Planning, LLC

REGISTERED

PLA

PLANNING

98367748

IMC Financial Consulting, LLC

REGISTERED

EST

ESTATE PLANNING AT THE MOVIES

77614034

Schiller, Keith

REGISTERED

Other Marks by Alexis Crawford Douglas

Additional USPTO filings handled by the same attorney of record.

CIR

CIRA

88661335

REGISTERED

BIO

BIOCATCH CONNECT

98175789

REGISTERED

SMS

SMSGLOBAL

98012881

REGISTERED

98815691

REGISTERED

ESTATE PLANNING

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks by WEALTHCOUNSEL, LLC

Other Marks in Class 035 — Advertising, business management & retail services

Other Marks by Alexis Crawford Douglas

Get pre-filing clearance

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