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Official data from USPTO

TRUSTED FAMILY ADVISOR

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

TRUSTED FAMILY ADVISOR

ST13

US500000098748092

Class

41

Filing

98748092

Registration

8082496

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

21

Latest update

12/31/2025

Trademark type

Word

Nice classes

41

Filing date

09/12/2024

Registration date

12/30/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/30/2025

Last transaction

12/31/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

09/02/2014

First use in commerce

09/02/2014

Drawing code

4

Owner type

16

Owner location

Pasadena, CA

Examiner

MEROLLA,MATTHEW A

Law office

O30

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

Institute for Preparing Heirs, LLC

Representatives

Kyle W. Kellar Womble Bond Dickinson (US) LLP

Technical classification

Nice Classes

Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 41

Business training in the field of wealth transition; Conducting workshops and seminars in the field of wealth transition; Continuing education servicesproviding live and on-line continuing professional education seminars in the field of wealth transition; Education servicesproviding seminars and workshops in the field of wealth transition; Educational servicesconducting programs in the field of wealth transition; Educational servicesconducting seminars and workshops in the field of wealth transition; Educational servicesproviding continuing professional education courses in the field of wealth transition; Educational servicesproviding educational speakers in the field of wealth transition

Publications

History of USPTO decisions and trademark events.

21 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/30/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

12/30/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/11/2025

PUBO

PUBLISHED FOR OPPOSITION

11/11/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

11/05/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/09/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/10/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/10/2025

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

09/10/2025

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

07/15/2025

GNFR

FINAL REFUSAL E-MAILED

07/15/2025

CNFR

FINAL REFUSAL WRITTEN

07/15/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

06/17/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

06/17/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

06/17/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

03/18/2025

GNRT

NON-FINAL ACTION E-MAILED

03/18/2025

CNRT

NON-FINAL ACTION WRITTEN

03/18/2025

DOCK

ASSIGNED TO EXAMINER

03/13/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/12/2024

NWAP

NEW APPLICATION ENTERED

09/12/2024

Continuous trademark protection

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