Comprehensive system with retention capability for a survivor

• US 20070061160A1
• Filed: 09/14/2005
• Published: 03/15/2007
• Est. Priority Date: 09/14/2005
• Status: Abandoned Application

• Current Assignee: Robert Fisher
• Original Assignee: Robert Fisher
• Inventors: Fisher, Robert
• Application Number:
  US11/226,714
• Publication Number:
  US 20070061160A1
• Time in Patent Office: Days
• US Class Current: 705/1.100
• CPC Class Codes: G06Q 10/10 Office automation; Time management

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.

Claims

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.

2. The method of claim 1 further comprising the step of:

providing a means for fastening the plurality of forms together.

3. The method of claim 1 further comprising the step of:

completing the plurality of forms with written information regarding the first individual'"'"'s life and estate.

4. The method of claim 3 further comprising the step of:

fastening the plurality of forms together using the means for fastening.

5. The method of claim 4 further comprising the steps of:

providing a plurality of dividers; and

,

fastening the dividers between each of the plurality of forms.

6. The method of claim 1 wherein the first set of instructions includes an assembler'"'"'s flowchart providing stepwise instructions for completing and assembling the plurality of forms.

7. The method of claim 1 wherein the second set of instructions includes a survivor'"'"'s flowchart for guiding the second individual stepwise through the plurality of forms upon the death or incapacitation of the first individual.

8. The method of claim 7 wherein the survivor'"'"'s flowchart includes a time reference for instructing the second individual to begin a step at a predetermined point in time.

9. The method of claim 1 wherein the second set of instructions includes a plurality of survivor'"'"'s forms including notes selectively written by the first individual.

10. The method of claim 1 further comprising the step of:

providing a plurality of form letters for notifying third parties of the death or incapacitation of the first individual.

11. The method of claim 1 wherein the method is performed on a computer.

12. The method of claim 11 wherein at least a portion of the method is performed on the internet.

13. A method for assembling, retaining, and using pertinent information regarding an individual'"'"'s life and estate, the method comprising the steps of:

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.

14. The method of claim 13 wherein the method is performed on a computer.

15. The method of claim 14 wherein at least a portion of the method is performed on the internet.

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:

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.

17. The system of claim 16 further comprising:

a means for binding the forms together once the forms have been completed by the first individual.

18. The system of claim 17 further comprising:

a plurality of dividers for separating the forms once fastened together by the means for binding.

19. The system of claim 18 wherein the instruction includes an assembler'"'"'s flowchart including stepwise directions including a plurality of assembler'"'"'s steps for creating the source of information.

20. The system of claim 16 wherein the instruction includes a survivor'"'"'s flowchart including stepwise instructions including a plurality of survivor'"'"'s steps for using the source of information.

21. The system of claim 20 wherein the survivor'"'"'s flowchart further includes a time reference for instructing the survivor to perform each of the survivor steps within a predetermined timeframe.

22. The system of claim 16 wherein the plurality of forms includes at least one assembler'"'"'s personal contact form for recording names and addresses of people known to the first individual and at least one assembler'"'"'s personal property form for recording the identification of personal property owned by the first individual.

23. The system of claim 16 wherein the instruction includes a plurality of form letters.

24. The system of claim 20 wherein the plurality of survivor'"'"'s steps include a plurality of survivor'"'"'s forms.

25. The system of claim 24 wherein the survivor'"'"'s forms selectively include a note written by the first individual.

26. The system of claim 16 wherein at least a portion of the system is embodied in computer software.

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:

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.