Ultimate protection portfolio

• US 7,102,516 B2
• Filed: 07/13/2004
• Issued: 09/05/2006
• Est. Priority Date: 07/13/2004
• Status: Active Grant

• Current Assignee: Hay House, Inc. (Bertelsmann SE & Co. KGaA), The Suze Orman Revocable Trust
• Original Assignee: Hay House, Inc. (Bertelsmann SE & Co. KGaA), Suze Orman
• Inventors: Orman, Suze
• Primary Examiner(s): Lieu, Julie Bichngoc
• Application Number:
  US10/889,748
• Publication Number:
  US 20060011436A1
• Time in Patent Office: 784 Days
• Field of Search: 340/570, 340/693.5, 340/321, 340/332, 206/738, 206/307, 206/307.1, 206/308.1, 206/308.3
• US Class Current: 340/570
• CPC Class Codes: A45C 13/008 for making water- or air-tight
• CPC Class Codes: A45C 13/02 Interior fittings; Means, e.g. inserts, for holding and packing articles
• CPC Class Codes: A45C 3/02 Briefcases or the like
• CPC Class Codes: G11B 33/0444 for discs without cartridge

Abstract

A waterproof, portable storage container for storing financial/legal documents and financial/legal help documents has an upper case molding having a top wall and four sidewalls defining an upper case cavity and a bottom case molding having a bottom wall and four sidewalls defining a bottom case cavity. A financial/legal document retention device is selectively secured to one of the upper case molding and the bottom case molding, for storing financial and legal documents, said financial/legal document retention device having a plurality of folders to store a plurality of classes of documents, and being a generally rectangular accordion-like file folder system wherein each of the folders is moveably flippable. The storage container further includes a computer-readable-medium holder, selectively secured to the bottom case molding, which stores at least one computer-readable medium having encoded thereon financial/legal help documents. There is at least one compartment in the bottom case molding that secures at least one printed medium containing advice on financial and legal matters. An electronic visual signaling device is stored inside one of the upper case molding and the bottom case molding and the electronic visual signaling device is capable of being observed from outside the case.

Claims

1. A waterproof, portable storage container for storing financial/legal documents and financial/legal help documents comprising:

an upper case molding having a top wall and four sidewalls defining an upper case cavity;

a bottom case molding having a bottom wall and four sidewalls defining a bottom case cavity;

a financial/legal document retention device, selectively secured to one of the upper case molding and the bottom case molding, for storing financial and legal documents, said financial/legal document retention device having a plurality of folders to store a plurality of classes of documents, and being a generally rectangular accordion-like file folder system wherein each of the folders is moveably flippable;

a computer-readable-medium holder, selectively secured to the bottom case molding, storing at least one computer-readable medium having encoded thereon financial/legal help documents;

at least one compartment in the bottom case molding securing at least one printed medium containing advice on financial and legal matters;

an electronic visual signaling device stored inside one of the upper case molding and the bottom case molding, wherein the electronic visual signaling device is capable of being observed from outside the case.

2. The waterproof, portable storage container of claim 1 wherein the electronic visual signaling device is a light emitting diode.

3. The waterproof, portable storage container of claim 1 wherein the molding is formed of a translucent plastic.

4. The waterproof, portable storage container of claim 1 wherein the first document retaining device is secured to the top wall of the upper case molding by a plurality of mounting plates.

5. The waterproof, portable storage container of claim 4, further including a plurality of fasteners secured to the top wall of the upper case molding and which attach to each other on a side of the document retention device opposite the top wall and which further secure the document retaining device to the top wall.

7. The waterproof, portable storage container of claim 1, wherein the plurality of computer-readable mediums is a plurality of compact discs.

8. The waterproof, portable storage container of claim 1, wherein the electronic visual signaling device is powered on by a switch.

9. The waterproof, portable storage container of claim 1 wherein the electronic visual signal is powered on by a light-sensitive photoelectric cell.

6. The waterproof, portable storage container 1, wherein the document retaining device is pre-printed with labels identifying the plurality of classes of documents.

10. A portable case for storing financial/legal documents comprising:

an upper case molding having a top wall, a front wall, a back wall, and two sidewalls, and the front wall, the back wall, and the two sidewalls slope downwardly and outwardly to form an upper cavity, wherein the front wall, the back wall, and the two sidewalls each contain an inside upper lip and an outside upper lip separated by an upper lip cavity,

and wherein a plurality of latches are secured to an outside front wall;

a sealing member located within the upper lip cavity;

an electronic visual signaling device capable of being selectively turned on, said electronic visual signaling device being substantially contained within a plastic molding located on an inside front wall of the upper case molding, and said electronic visual signaling device being observable from the outside front wall;

a document retaining device having a plurality of folders to store a plurality of classes of documents;

said document retaining device being a generally rectangular accordion-like file folder system secured to an inside wall of one of the upper case molding and a bottom case molding, wherein each of the folders is moveably flippable;

the bottom case molding having a bottom wall, a front wall, a back wall, and two sidewalls, and the front wall, the back wall, and the two sidewalls slope upwardly and outwardly to form a bottom cavity, wherein the front wall, the back wall, and the two sidewalls each contain an inside bottom lip and an outside bottom lip separated by a bottom lip cavity, and an outside front wall contains a plurality of latch grooves,

wherein, the upper case molding secures to the bottom case molding by selectively securing the plurality of latches to the plurality of latch grooves, and the rubber sealing member engages the inside bottom lip such that it forms a generally air and liquid tight seal;

an electronic medium retaining device for retaining a plurality of electronic mediums, said electronic medium retaining device being selectively secured to at least one of the two sidewalls of the bottom case molding;

a plurality of electronic mediums having stored thereon a plurality of form documents to assist a user in preparing financial and legal documents;

a plurality of moldings located on an inside bottom wall of the bottom case molding, said moldings located so as to create a plurality of compartments for storing printed media;

a plurality of print media, stored in said plurality of compartment, wherein said plurality of print media contains advice on financial and legal matters; and

a plurality of fasteners secured to the inside bottom wall of the bottom case molding for securing said printed media in the plurality of compartments.

11. The portable case of claim 10 wherein the electronic visual signaling device is a light emitting diode.

12. The portable case of claim 10 wherein the molding is formed of a translucent plastic.

13. The portable case of claim 10 wherein the first document retaining device is secured to the top wall of the upper case molding by a plurality of mounting plates.

14. The portable case of claim 13, further including a plurality of fasteners secured to the top wall of the upper case molding and which attach to each other on a side of the document retention device opposite the top wall and which further secure the document retaining device to the top wall.

15. The portable case of claim 10, wherein the document retaining device is pre-printed with labels identifying the plurality of classes of documents.

16. The portable case of claim 10, wherein the plurality of electronic mediums is a plurality of compact discs.

17. The portable case of claim 10, wherein the electronic visual signaling device is powered on by a switch.

18. The portable case of claim 10 wherein the electronic visual signal is powered on by a light-sensitive photoelectric cell.