您好,欢迎来到海南中小企业大数据中心及公共服务平台!     请登录   免费注册
专利概况
专利名称 Digital Estate Planning Systems, Methods and Interfaces
申请号 US15963965 申请日
公开(公告)号 US20180315143A1 公开(公告)日
申请(专利权)人 DirectURWealth Inc 发明人 Amir Atashi Rang; Amir S Sarreshtehdary; Amanda Ewing Rice
专利来源 国家知识产权局 转化方式
摘要

Embodiments of the present invention are directed to computer implemented systems, methods and interfaces for creating a digital estate plan. One embodiment of the invention is directed towards computer readable storage media for automating a digital estate plan by providing a dynamic and graphical interface for populating information relevant for a user' s will, trust, health directives and power of attorney, and executing an application to retrieve user identifying information and correlating user asset information into electronic fields of digital estate forms and third-party electronic financial institution forms. Other embodiments are directed towards methods of executing computer readable media to gather user identifying information and asset information and executing graphical user interfaces for recording user preferences for asset allocations and then parsing and correlating this information into databases and electronic documents to complete a legally viable estate plan. Other embodiments of the invention are directed towards using artificial intelligence for retrieving user asset information from third-party sources and directing and organizing this information into electronic databases and digital documents to effectuate an estate plan.

参与列表

主管部门:海南中小企业服务 | 建设单位:海南商业联合会

版权所有:海南商业联合会 | 备案号:粤ICP备13083911号(ICP加挂服务)@2017