
IP Protection for Physical Products: What to File First
Patents, trademarks, trade secrets, copyright, trade dress—physical products can need all of them. Here’s what each covers and the order that actually makes sense.
Patent
Trademark
Copyright
Trade Secrets and Confidential/Proprietary Information
Patents protect inventions, like manufactured items, processes, machines, compositions of matter, or improvements to those things. Sometimes they also protect the way a manufactured item looks or a new kind of plant.
Trademarks protect your brand: business name, logo, slogan, package design, store design elements, sounds, scents, and more. They identify a source of goods or services and distinguish it from others.
Copyright protects intellectual and artistic expression, including books, magazines, movies, photographs, music, drawings, paintings, live performances, and sculpture. It also protects software programs, business plans and charts, websites, graphic designs, and data compilations.
Trade secrets, confidential information, and proprietary information cover many pieces of intellectual property that can’t be protected by patent, trademark, or copyright registration. Non-disclosure agreements are useful for protection.
Get the IP Checkup Checklist and find out what you’re missing, before a competitor, copycat, or the USPTO’s deadline calendar finds it for you.
$47 that could help you save your brand, your invention, and your competitive edge.

Patents, trademarks, trade secrets, copyright, trade dress—physical products can need all of them. Here’s what each covers and the order that actually makes sense.

Trade secrets protect customer lists, pricing, and processes, but only if you can prove you tried to keep them secret. Here’s what actually counts, and what doesn’t.

If a competitor is selling a knockoff of your product on Amazon with your exact packaging and a different brand name slapped on it, the patent you need is probably not the one you’re thinking of. A design patent protects how something looks. The shape of a bottle. The layout of a label. The distinctive visual identity of a product or its packaging. If your product has a look that customers recognize, a design patent may cover it.
Different AI design tools have wildly different rules about trademark registration. Canva explicitly prohibits it. Midjourney has a revenue threshold. Adobe Firefly offers IP indemnification. Here’s what to know before you file.

You’ve spent years building an audience under your handle, but here’s the thing nobody tells you: that handle is not a trademark. It’s a license from the platform. And if someone else files a federal trademark registration for your brand name, they can file a complaint and get your handle transferred to them. I break down exactly how this happens, what platform complaint processes actually do (and don’t do), when being in a different industry protects you and when it doesn’t, and the three questions that tell you whether your brand name is genuinely protected right now.

Today is the part that I think is even more urgent for a lot of people, because it covers something your estate attorney may have never thought about, and your IP attorney may not have either: the digital infrastructure of your business. Your social media accounts. Your website and domain names. Your email list. Your online store. Your digital products. Your podcast. The platforms where your revenue actually comes from.
None of that is in the traditional estate planning conversation. And the legal framework around it is genuinely strange: a mix of platform terms of service, federal computer access law, state property law, and a lot of gaps where nobody has figured out the right answer yet.