Comprehensive system with retention capability for a survivor
First Claim
1. A method for assembling, retaining, and using pertinent information regarding an individual'"'"'s life and estate, the method comprising the steps of:
- providing a plurality of forms on which a series of information regarding a first individual'"'"'s life and estate can be recorded;
providing a first set of instructions for completing the plurality of forms; and
, providing a second set of instructions for using the plurality of forms by a second individual upon the death or incapacitation of the first individual.
1 Assignment
0 Petitions
Accused Products
Abstract
A system for assembling, retaining, and using information pertaining to an individual'"'"'s life and estate in preparation for the individual'"'"'s death or incapacitation is provided. The system has an instruction including a first set of directions for assembling a source of information regarding a first individual'"'"'s life and estate. The instruction also has a second set of directions for using the source of information by a second individual upon the death or incapacitation of the first individual. The system also includes a plurality of forms for recording and storing the source of information.
25 Citations
27 Claims
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1. A method for assembling, retaining, and using pertinent information regarding an individual'"'"'s life and estate, the method comprising the steps of:
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providing a plurality of forms on which a series of information regarding a first individual'"'"'s life and estate can be recorded;
providing a first set of instructions for completing the plurality of forms; and
,providing a second set of instructions for using the plurality of forms by a second individual upon the death or incapacitation of the first individual. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A method for assembling, retaining, and using pertinent information regarding an individual'"'"'s life and estate, the method comprising the steps of:
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compiling information regarding the life and estate of a first individual;
providing a pre-selected group of forms;
providing an assembler'"'"'s flowchart including stepwise instructions for completing the pre-selected group of forms;
recording the compiled information on the pre-selected group of forms;
providing means for identifying each of the pre-selected group of forms;
binding the pre-selected group of forms together to create a source of information regarding the life and estate of the first individual; and
,providing a survivor'"'"'s flowchart including stepwise instructions for coping with the death or incapacitation of the first individual, the survivor'"'"'s flowchart including a time reference identifying a time frame by which the stepwise instructions for coping with the death or incapacitation of the first individual should be commenced. - View Dependent Claims (14, 15)
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16. A system for assembling, retaining, and using information pertaining to an individual'"'"'s life and estate in preparation for the individual'"'"'s death or incapacitation, the system comprising:
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an instruction including a first set of directions for assembling a source of information regarding a first individual'"'"'s life and estate and a second set of directions for using the source of information by a second individual upon the death of the first individual; and
,a plurality of forms for recording and storing the source of information. - View Dependent Claims (17, 18, 19, 20, 21, 22, 23, 24, 25, 26)
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27. A method for developing a contingency plan in the event of the death or incapacitation of a person, the method comprising the steps of:
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providing a medium for storing information;
collecting personal information regarding the person;
storing the personal information on the medium;
collecting financial information regarding the person; and
storing the financial information on the medium.
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Specification