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Estate disposition modeling

  • US 9,836,797 B2
  • Filed: 05/17/2012
  • Issued: 12/05/2017
  • Est. Priority Date: 09/05/2008
  • Status: Active Grant
First Claim
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1. A computer-implemented method for modeling an estate disposition using a customizable graphical visualization tool by executing, using at least one computer processor, stored executable computer instructions, the executable computer instructions stored in non-transitory memory, the method comprising:

  • providing a customizable graphical visualization tool for modeling an estate disposition;

    receiving a plurality of estate disposition documents over a communication channel, the estate disposition documents including estate disposition information in natural language form;

    executing a natural language balance sheet analyzer code module to extract, from at least a portion of the estate disposition documents, balance sheet inputs for a first individual, the balance sheet inputs including a first asset and first asset value information;

    executing a natural language conveyance analyzer code module to extract, from at least a portion of the estate disposition documents, an indication of a first conveyance event;

    executing a natural language estate disposition analyzer code module to selectively extract, from at least a portion of the estate disposition documents, first estate document inputs for the first individual, the first estate document inputs including a first conveyance instruction associating the first asset and a first beneficiary, the first conveyance instruction corresponding to the first conveyance event;

    generating, using the at least one computer processor and a selected first set of logic, a first customizable flowchart corresponding to the first conveyance event, the first customizable flowchart visually representing the first conveyance instruction;

    generating, using the at least one computer processor, a second customizable flowchart corresponding to an alternate conveyance event customized based at least on one of a user input, a first estate document input, and a balance sheet input, the second customizable flowchart visually representing the alternative conveyance instruction;

    wherein the computer user interface is activated to display at least one of the first flowchart, the first liquidity analysis report, second flowchart, and second liquidity analysis report.

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