Who owns the THE ESTATE PLANNING INSTITUTE trademark?

The THE ESTATE PLANNING INSTITUTE trademark is owned by The Estate Planning Institute, LLC.

What class is the THE ESTATE PLANNING INSTITUTE trademark registered in?

The THE ESTATE PLANNING INSTITUTE trademark is registered in Class 041 (Education & entertainment services).

What is the serial number for THE ESTATE PLANNING INSTITUTE?

The USPTO serial number for THE ESTATE PLANNING INSTITUTE is 98205743.

What is the registration number for THE ESTATE PLANNING INSTITUTE?

THE ESTATE PLANNING INSTITUTE is registered under USPTO registration number 8024370.

THE

USPTO Trademark Record

REGISTERED

THE ESTATE PLANNING INSTITUTE

SN 98205743·Reg 8024370·Filed Oct 02, 2023

Owner The Estate Planning Institute, LLC

Education; providing of training; entertainment; sporting and cultural activities.

THE ESTATE PLANNING INSTITUTE (Serial No. 98205743), Registration No. 8024370, is a registered US trademark filed on Oct 02, 2023 by The Estate Planning Institute, LLC. This trademark covers Class 041 (Education & entertainment services).

early section 8: November 11, 2031

Mark Intelligence

THE ESTATE PLANNING INSTITUTE (Reg. #8024370) is a registered US trademark that has been protecting its owner, The Estate Planning Institute, LLC, since 2023. The mark covers Class 041 (Education & entertainment services). Goods and services include Education; providing of training; entertainment; sporting and cultural activities.. The mark faced 1 opposition proceeding during prosecution.

FILED

Oct 02, 2023

SERIAL

98205743

REG#

8024370

REGISTERED

Nov 11, 2025

Owner

Applicant

The Estate Planning Institute, LLC

Entity

LLC

State

Address

6401 Eldorado Pkwy STE 327, McKinney, TX, 75070

Country

Attorney

NameBill R. Naifeh

Law firm

Bill R. Naifeh LAW OFFICE OF BILL NAIFEH

Docket

ESTA.01.US1

Address

P.O. BOX 803423, DALLAS, TX 75380, United States

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Filing Information

StatusREGISTERED

Filing DateOct 02, 2023

Serial Number98205743

Registration No.8024370

Registration DateNov 11, 2025

Status DateNov 11, 2025

Published for OppositionSep 24, 2024

Mark TypeDesign with words

Attorney DocketESTA.01.US1

Status DescriptionLive and registered

Filing Signals

FILED

2023

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Nov 28, 2024

First use in commerce: Nov 28, 2024

Education; providing of training; entertainment; sporting and cultural activities.

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

Status History

30 events

REGISTERED-PRINCIPAL REGISTER

Nov 11, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Nov 11, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Oct 20, 2025

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Oct 20, 2025

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

Oct 02, 2025

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

SOU EXTENSION 1 GRANTED

Oct 01, 2025

SOU EXTENSION 1 GRANTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Oct 01, 2025

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Oct 01, 2025

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

May 19, 2025

TEAS STATEMENT OF USE RECEIVED

SOU TEAS EXTENSION RECEIVED

May 19, 2025

SOU TEAS EXTENSION RECEIVED

USE AMENDMENT FILED

May 19, 2025

USE AMENDMENT FILED

SOU EXTENSION 1 FILED

May 18, 2025

SOU EXTENSION 1 FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Nov 19, 2024

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 24, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

PUBLISHED FOR OPPOSITION

Sep 24, 2024

PUBLISHED FOR OPPOSITION

ASSIGNED TO PETITION STAFF

Sep 24, 2024

ASSIGNED TO PETITION STAFF

POST PUBLICATION AMENDMENT - ENTERED

Sep 24, 2024

POST PUBLICATION AMENDMENT - ENTERED

TEAS POST PUBLICATION AMENDMENT RECEIVED

Sep 13, 2024

TEAS POST PUBLICATION AMENDMENT RECEIVED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 04, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 19, 2024

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 15, 2024

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 15, 2024

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 15, 2024

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jun 05, 2024

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 05, 2024

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 05, 2024

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

May 22, 2024

ASSIGNED TO EXAMINER

NOTICE OF DESIGN SEARCH CODE E-MAILED

Oct 13, 2023

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 12, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 05, 2023

NEW APPLICATION ENTERED

THE ESTATE PLANNING INSTITUTE

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