Systems and methods for a personal, universal, integrated organizer for legacy planning and storage
First Claim
1. A method for providing a user with assistance for personal legacy planning and personal information organizing comprising the steps of:
- transmitting, over a computer network, requests for or lists of informational items and documents appropriate for inclusion in a personal legacy plan;
receiving, over the computer network, informational items and documents appropriate for inclusion in a personal legacy plan; and
storing the informational items and documents in a personal storage space assigned to the user on a secure server, wherein access to the informational items is restricted to the user or to a trusted individual designated by the user upon the occurrence of a condition predetermined by the user.
0 Assignments
0 Petitions
Accused Products
Abstract
The invention provides a system and method for assisting individuals in putting their affairs in order using a universal integrated organizer with personal legacy planning and personal on-line storage. The system includes a secure Web site that allow a user to assemble and submit documents, records, lists of information, etc., that form part of a comprehensive estate plan and also documents of a personal nature. Certain documents and information such as medical records, tax returns, etc., can also be submitted by other individuals. The system organizes the information and documents in a set of folders such as a Personal Folder, Medical Folder, Legal Folder, and Financial Folder. The system encrypts the information before transmission to the Web site. The information is stored securely and can subsequently be accessed and changed only by the user. Upon the death or incapacitation of the user or other designated condition , the stored information can be accessed by authorized representatives such as a trusted individual through financial institutions such as a bank or insurance company. In certain embodiments of the invention public key cryptography is used for security purposes.
148 Citations
52 Claims
-
1. A method for providing a user with assistance for personal legacy planning and personal information organizing comprising the steps of:
-
transmitting, over a computer network, requests for or lists of informational items and documents appropriate for inclusion in a personal legacy plan;
receiving, over the computer network, informational items and documents appropriate for inclusion in a personal legacy plan; and
storing the informational items and documents in a personal storage space assigned to the user on a secure server, wherein access to the informational items is restricted to the user or to a trusted individual designated by the user upon the occurrence of a condition predetermined by the user. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 24, 25, 26, 28, 29, 30, 31)
-
-
23. A method of providing limited access to a user'"'"'s personal legacy information, wherein, information identifying a trusted individual designated by the user has been stored, and wherein information identifying a condition predetermined by the user has been stored comprising:
-
identifying the trusted individual; and
providing the trusted individual with access to the stored informational items upon the occurrence of the condition.
-
-
27. A method for personal legacy planning comprising the steps of:
-
storing informational items and documents appropriate for inclusion in a personal legacy plan on a secure server, wherein access to the informational items is restricted to the user;
storing information identifying a trusted individual designated by the user; and
storing information identifying a condition predetermined by the user.
-
-
32. A system for providing a user with assistance for personal legacy planning comprising:
-
a Web site comprising a set of Web pages that allow a user to enter or submit informational items appropriate for inclusion in a personal legacy plan securely;
a secure storage space to store some or all of the informational items submitted by the user, the storage space comprising a computer-readable medium; and
means for providing access to the stored items to the user and a trusted individual designated by the individual.
-
-
33. A method for providing a user with assistance for personal legacy planning comprising the steps of:
-
receiving a plurality of encrypted informational items or documents suitable for personal legacy planning over a computer network;
storing the documents on a computer-readable medium, wherein the documents are accessible only to the user or to a trusted individual designated by the user upon the occurrence of a condition predetermined by the user. - View Dependent Claims (34, 35, 36, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51, 52)
-
Specification