Class / Patent application number | Description | Number of patent applications / Date published |
705312000 | Estate planning | 10 |
20120284201 | Estate Disposition Modeling - A system and computer-implemented method for modeling estate disposition are disclosed. One embodiment receives balance sheet inputs, estate planning document inputs and timing/event inputs. Conveyance and tax logic are applied to the inputs. Flowcharts illustrating the disposition of the estate based on the inputs are generated. Tax and liquidity analysis based on the inputs are also generated. | 11-08-2012 |
20130290198 | ESTATE AND LIFE EVENT ORGANIZATION AND MANAGEMENT SYSTEM - An estate organization system includes a plurality of user computers, a plurality of entity computers, a network, and one or more server computers implementing a software environment. The software environment provides checklists, “to do” lists, and a scoring methodology to encourage a user to organize his or her estate. At least one user computer is used by a person organizing their estate, at least one user computer is used by a person who is a loved one of the person organizing their estate, and at least one computer is used by a professional services provider who is interested in providing estate planning or related services to the person organizing their estate and/or the loved one. | 10-31-2013 |
20140025591 | SYSTEM AND METHOD FOR RECORDING AND DELIVERING A PERSONAL LEGACY TO A BENEFICIARY - A network-based system and a method for recording digital assets belonging to a first entity and delivering at least some of those digital assets to at least a second entity at a designated time or event is set forth. The system includes a designated server coupled to a network and including memory for storing digital assets, an electronic device, such as a computer or smart phone, configured to access the server via the network and capable of storing digital assets, and administrative tools for acquiring, storing, uploading, assigning and delivering digital assets to at least one person upon one of either a specified time or a specified event. Similarly, the method is focused on electronically delivering each assigned asset to the assigned entity upon occurrence of the specified time or event. | 01-23-2014 |
20140101060 | ASSET TITLER - According to one embodiment, a memory may store information associated with an asset. A processor communicatively coupled to the memory may receive a request to transfer the asset upon the occurrence of an event. The processor may further determine at least one of an appropriate titling and an appropriate beneficiary designation of the asset based at least in part upon the asset and the event and apply at least one of the appropriate titling and the appropriate beneficiary designation to the asset. | 04-10-2014 |
20150019449 | METHOD TO TRANSFER PERSONAL FINANCIAL INFORMATION AND OTHER HARD TO REPLACE DOCUMENTS TO A SELECTED RECIPIENT POST DEATH - A safe, secure and reliable process allows a family member to select one or more loved ones who should be able to receive all the financial details, hard to replace documents, and other information of a person in case of an unfortunate sudden death. The system and methods surrounding this process can help avoid the various follow ups and errands that might be required with various agencies, such as banks, creditors, tax agents, insurance companies, and the like, to find all of the related and necessary information. | 01-15-2015 |
20150095243 | ONLINE-ID-HANDLING COMPUTER SYSTEM AND METHOD - The invention as outlined below serves to introduce postmortem online identity handling that is capable of handling multiple clients. With this concept, the operator is able to create a Web or client application to delete the online identities of a deceased person with certified online providers. In the process, the deceased's contracts with online portals that require payment are canceled, existing credits are returned to heirs, or all other identifiable online accounts are deleted or deactivated. | 04-02-2015 |
20160012558 | REMAINING DATA PROCESSING SYSTEM | 01-14-2016 |
20160098807 | METHODS OF LEGACY PLANNING WITH GIFTS AND HEIRS' PROPERTY - Methods of estate planning with gifts and heirs' property include estimating a likelihood of an organization receiving a gift from a last will & testament, providing an heirs' property family tree software program, or combinations thereof. The step of estimating a likelihood of an organization receiving a gift from a last will & testament includes estimating a life expectancy range, and estimating a likelihood of removing the organization from the last will & testament. The step of providing an heir property family tree software program includes formulating the distributions of heirs' property, and visually displaying the distributions in a family tree display. | 04-07-2016 |
20160117787 | System and method for testator-mediated inheritor-driven inheritance planning - A method for testator-mediated inheritor-driven inheritance planning includes receiving, by a computing device, from a testator, a description of at least one possession of the testator. The method includes providing, by the computing device, the description to a set of potential inheritors. The method includes receiving, by the computing device, a plurality of requests to inherit the at least one possession, each request in the plurality of requests received from one of a plurality of potential inheritors in the set of potential inheritors. The method includes providing, by the computing device, the plurality of requests to the testator. The method includes receiving, by the computing device, an instruction from the testator selecting an inheritor of the at least one possession from the plurality of potential inheritors. | 04-28-2016 |
20160148328 | ASCERTAINING THE LEGAL DISTRIBUTION OF INTESTATE PROPERTY - An estate distribution system is described herein for ascertaining the legal distribution of an individual's intestate property through the use of variables created to define single points of data that are described by the appropriate body of laws as being necessary to the determination of the said legal distribution. The system determines and solicits a reduced quantity of said data through the use of a hierarchical arrangement of the created variables, which hierarchical arrangement is ordered upon the basis of priority each variable has in relation to all remaining variables used by the appropriate body of laws. A report is created and delivered to a user that details the legal distribution of the subject intestate property. | 05-26-2016 |