TrademarkDir
THE ESTATE PLANNING INSTITUTE
LIVE

Serial Number

98205743

Owner

The Estate Planning Institute, LLC

Attorney

Bill R. Naifeh

First Use Date

Nov 28, 2024

Filing Date

Oct 2, 2023

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THE ESTATE PLANNING INSTITUTE Trademark

Serial Number: 98205743 • Registration: 8024370

THE ESTATE PLANNING INSTITUTE is a trademark filed by The Estate Planning Institute, LLC on October 2, 2023. The trademark is classified under Class 41 (Education & Entertainment). The application is currently registered and active.

Owner Contact Info

The Estate Planning Institute, LLC (3 trademarks)

6401 Eldorado Pkwy STE 327
McKinney, TX 75070

Entity Type: 16

Trademark Details

Filing Date

October 2, 2023

Registration Date

November 11, 2025

First Use Anywhere

November 28, 2024

First Use in Commerce

November 28, 2024

Published for Opposition

September 24, 2024

Goods & Services

Providing online and live educational videos, courses in the field of legal estate planning, and distribution of course material in connection therewith; Providing online non-downloadable educational materials being electronic publications in the nature of books, magazines, brochures in the field of legal estate planning

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 11, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 11, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 20, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 20, 2025 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Oct 2, 2025 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Oct 1, 2025 SUPC
SOU EXTENSION 1 GRANTED
Oct 1, 2025 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 1, 2025 AITU
USE AMENDMENT FILED
May 19, 2025 IUAF
SOU TEAS EXTENSION RECEIVED
May 19, 2025 EEXT
TEAS STATEMENT OF USE RECEIVED
May 19, 2025 EISU
SOU EXTENSION 1 FILED
May 18, 2025 EXT1
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 19, 2024 NOAM
POST PUBLICATION AMENDMENT - ENTERED
Sep 24, 2024 CHPB
ASSIGNED TO PETITION STAFF
Sep 24, 2024 APET
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 24, 2024 NPUB
PUBLISHED FOR OPPOSITION
Sep 24, 2024 PUBO
TEAS POST PUBLICATION AMENDMENT RECEIVED
Sep 13, 2024 EPPA
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 4, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 19, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 15, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 15, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 15, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 5, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jun 5, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jun 5, 2024 CNRT
ASSIGNED TO EXAMINER
May 22, 2024 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Oct 13, 2023 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 12, 2023 NWOS
NEW APPLICATION ENTERED
Oct 5, 2023 NWAP

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