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CERTIFIED EXECUTOR ADVISOR
Live/Pending
NON-FINAL ACTION - MAILED

final action

on 07 Mar 2024

Last Applicant/ Owned by

44 Howe Island Drive

Gananoque, Ontario

K7G2V6

Serial Number

98033058 filed on 08th Jun 2023

Registration Number

N/A

Correspondent Address

ALEXANDRA SUMMERS

SAUSSER SUMMERS, PC

4846 PAYTON STREET

SANTA BARBARA, CA 93111

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

CERTIFIED EXECUTOR ADVISOR

The certification mark, as used or intended to be used by persons authorized by the certifier, certifies or is intended to certify that they have completed predetermined certification requirements of the certifier, have agreed to adhere to the certifier's standards of professional conduct and responsibility, and have agreed to complete any necessary qualifications, continuing education or other po Read More

Classification Information


Class [B]
Services conforming to accreditation standard(s)


Executor advisory and training services, namely, advisory and training services related to estate settlement, ethics, funerals, bereavement, stress, counseling, conflict resolution, executor responsibilities, real property valuation and liquidation, property valuation and liquidation, taxation, digital assets, trusts, wills, probate, finance, insurance, government benefits, corporate benefits, banking, investments, insurance, assets; savings and investments, personal and corporate life insurance, business assets, etc. Testator advisory and training services, namely, advisory and training services related to estate preparation, asset consolidation, charitable gifting, estate bypass, taxation, estate liquidity, wills and intestacy; Heir advisory services, namely, advisory and services related to relationships, conflict, estate settlement challenges, mistakes and abuses of authority

Mark Details


Serial Number

No 98033058

Mark Type

No Service/Collective Mark

Attorney Docket Number

No ICE-2834-1

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.15.13 -

More than one polygon

26.15.21 -

Polygons that are completely or partially shaded

26.15.28 -

Miscellaneous designs with overall polygon shape

Description of Design Search

The mark consists of two rectangles side by side with the words CERTIFIED EXECUTOR ADVISOR.

Legal History


Status DateAction Taken
07th Mar 2024NON-FINAL ACTION WRITTEN
07th Mar 2024NON-FINAL ACTION E-MAILED
07th Mar 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
29th Feb 2024ASSIGNED TO EXAMINER
13th Jul 2023NOTICE OF DESIGN SEARCH CODE E-MAILED
12th Jul 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12th Jun 2023NEW APPLICATION ENTERED