THE PREPARED HEIRS PROGRAM Trademark

Serial Number: 99650519

THE PREPARED HEIRS PROGRAM is a trademark filed by Edward J. Bosch, Jr. and Associates, LLC on February 12, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 41 - Education & Entertainment

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

Owner Contact Info

Edward J. Bosch, Jr. and Associates, LLC (4 trademarks)

541 Buttermilk Pike, Suite 305
Crescent Springs, KY 41017

Entity Type: 16

Legal Representation

Attorney of Record

Trevor A. Caudle, Esq.

6,140 trademarks filed View all →

Correspondence Address

Trevor A. Caudle, Esq. Trevor Caudle Law Practice, PC

350 Bay Street, #100-363

San Francisco, CA 94133

United States

Trademark Details

Filing Date

February 12, 2026

Registration Date

October 6, 2026

First Use Anywhere

September 4, 2026

First Use in Commerce

September 4, 2026

Goods & Services

Life coaching services in the field of wealth management; Education services, namely, mentoring in the field of wealth management; Education services, namely, providing online and in-person lessons, meetings, and family forums in the field of wealth management

Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning