PLANNING THAT WORKS
LIVE

Serial Number

99449425

Owner

FAMILY WEALTH PLANNING INSTITUTE, LLC

Attorney

SARAH MCMULLIN

First Use Date

Jun 12, 2025

Filing Date

Oct 17, 2025

Add to watchlist:

No watchlists yet
View on USPTO

PLANNING THAT WORKS Trademark

Serial Number: 99449425 • Registration: 8262199

PLANNING THAT WORKS is a trademark filed by FAMILY WEALTH PLANNING INSTITUTE, LLC on October 17, 2025. The trademark is classified under Class 45 (Legal & Security Services). The application is currently registered and active.

Owner Contact Info

FAMILY WEALTH PLANNING INSTITUTE, LLC

348 Mill Street
Reno, NV 89501

Entity Type: 16

Trademark Details

Filing Date

October 17, 2025

Registration Date

May 19, 2026

First Use Anywhere

June 12, 2025

First Use in Commerce

June 12, 2025

Published for Opposition

March 31, 2026

Goods & Services

Legal services; Legal consultancy; Legal support services; Legal information services; Providing legal services in the field of estate planning

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 2, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 2, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 2, 2026 REAP
NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 19, 2026 NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 19, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
May 19, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 31, 2026 NPUB
PUBLISHED FOR OPPOSITION
Mar 31, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 25, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 5, 2026 CNSA
ASSIGNED TO EXAMINER
Mar 5, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 17, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Oct 17, 2025 MAFR
NEW APPLICATION ENTERED
Oct 17, 2025 NWAP