TRUSTED FAMILY ADVISOR Trademark

Serial Number: 98748092 • Registration: 8082496

TRUSTED FAMILY ADVISOR is a trademark filed by Institute for Preparing Heirs, LLC on September 12, 2024. The trademark is classified under Class 41 (Education & Entertainment). The application is currently registered and active.

Trademark Classes

Class 41 - Education & Entertainment

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

Owner Contact Info

Institute for Preparing Heirs, LLC (5 trademarks)

70 S. Lake Ave, Ste. 820
Pasadena, CA 91101

Entity Type: 16

Legal Representation

Attorney of Record

Kyle W. Kellar

32 trademarks filed View all →

Correspondence Address

Kyle W. Kellar Womble Bond Dickinson (US) LLP

P.O. Box 29001

Glendale, CA 91209-9001

United States

Trademark Details

Filing Date

September 12, 2024

Registration Date

December 30, 2025

First Use Anywhere

September 2, 2014

First Use in Commerce

September 2, 2014

Published for Opposition

November 11, 2025

Goods & Services

Business training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth transition; Education services, namely, providing seminars and workshops in the field of wealth transition; Educational services, namely, conducting programs in the field of wealth transition; Educational services, namely, conducting seminars and workshops in the field of wealth transition; Educational services, namely, providing continuing professional education courses in the field of wealth transition; Educational services, namely, providing educational speakers in the field of wealth transition