ESTATE AND LIFE EVENT ORGANIZATION AND MANAGEMENT SYSTEM

• US 20130290198A1
• Filed: 03/15/2013
• Published: 10/31/2013
• Est. Priority Date: 04/19/2012
• Status: Abandoned Application

• Current Assignee: The Torch, LLC
• Original Assignee: The Torch, LLC
• Inventors: VASSIL, Lenore
• Application Number:
  US13/844,107
• Publication Number:
  US 20130290198A1
• Time in Patent Office: Days
• US Class Current: 705/312
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 50/186 Estate planning

Abstract

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.

Claims

1. An estate and life event organization and management system, comprising:

a plurality of user computers;

a plurality of entity computers;

a network; and

one or more server computers implementing a software environment, wherein the software environment provides a graphical user interface and background functionality to;

receive, from a user, input representative of information describing an estate of the user,

organize the received information for subsequent presentation back to the user,

automatically analyze the received information to determine, based on the received information and on criteria predefined within the software environment, action items to be performed, by a person other than the user, with regard to various portions of the estate, and

automatically organize the action items into a checklist for use by the person other than the user.

2. The system of claim 1, wherein the user is a first user, and wherein the software environment further provides a graphical user interface and background functionality to present the checklist back to a second user.

4. The system of claim 2, wherein the second user is different than the first user, wherein each user is identified and distinguished within the software environment by a unique system account.

6. The system of claim 2, wherein the software environment further provides a graphical user interface and background functionality to organize the action items into a plurality of different checklists for use by the person other than the user.

7. The system of claim 6, wherein the software environment further provides a graphical user interface and background functionality to organize the action items into at least two of:

a checklist for action items to be performed upon the death of the first user,

a checklist for action items to be performed upon a medical emergency of the first user, and

a checklist for action items to be performed upon a financial emergency of the first user.

8. The system of claim 2, wherein the software environment further provides a graphical user interface and background functionality to present the checklist back to a second user in graphical format.

3. (canceled)

5. (canceled)

9. -16. (canceled)

17. An estate and life event organization and management system, comprising:

a plurality of user computers;

a plurality of entity computers;

a network; and

one or more server computers implementing a software environment, wherein the software environment provides a graphical user interface and background functionality to;

receive, from a user, input representative of information describing a plurality of different dimensions of an estate of the user,

organize the received information into a plurality of groups, wherein each group pertains to exactly one of the different dimensions of the estate of the user,

after organizing the received information, presenting all of the groups to the user such that each group represents a selectable option, and

upon selection, by the user, of a particular group, presenting the information that was organized into the selected group to the user.

24. The system of claim 17, wherein the graphical user interface and background functionality is further adapted to prompt the user for specific input to be received from the user and to generate a list of action items, representative of a “

to do”

list, corresponding to all prompts for which the user failed to provide a specific input response to the respective prompt.

25. The system of claim 24, wherein the graphical user interface and background functionality is further adapted to display the list of action items, representative of a “

to do”

list, to the user.

26. The system of claim 24, wherein the action items on the represent items of information that a user should provide to the software environment in order to complete organization of the estate of the user.

27. The system of claim 24, wherein the action items correspond to prompts to which a user has failed to respond.

28. The system of claim 24, wherein the action items correspond to prompts to which a user has indicated that he or she is unsure of how to respond to the prompts.

18. -23. (canceled)

29. (canceled)

30. An estate and life event organization and management system, comprising:

a plurality of user computers;

a plurality of entity computers;

a network; and

one or more server computers implementing a software environment, wherein the software environment provides a weighted scoring methodology to organize or manage a user'"'"'s estate.

31. The system of claim 30, wherein points are given for completion of mandatory elements of an estate plan and bonus points are given for completion of non-mandatory elements of an estate plan.

33. The system of claim 31, wherein the bonus points are awarded only if all mandatory elements of the estate plan are completed.

34. The system of claim 31, wherein points are given when a second user confirms their understanding of a first user'"'"'s estate plan.

35. The system of claim 31, wherein after first providing a total score, the scoring methodology later removes points at least partly as a function of one or more particular action items not been performed within a predetermined period of time.

39. The system of claim 30, wherein more points are given for completion of elements of a user'"'"'s estate plan that have a higher priority than are given for completion of other elements of the estate plan that have a lower priority.

40. The system of claim 30, wherein both actual total points and maximum total points are calculated for a user'"'"'s estate plan.

41. The system of claim 40, wherein possible estate plan elements that are not applicable to a particular user are not included in the calculation of the maximum total points for the particular user'"'"'s estate plan.

32. (canceled)

36. -38. (canceled)