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INTEGRATED LIFE PLANNING METHOD AND SYSTEMS AND PRODUCTS FOR IMPLEMENTATION

机译:实施的综合生活计划方法和系统及产品

摘要

A method for facilitating final estate planning comprises gathering data in response to a series of questions organized into four points of estate planning: assets, fiscal and human/pet care responsibilities, desired disposition of the client's body before death and funding arrangements and documentation for asset disposition to cover fiscal, human/pet care responsibilities, living body and subsequent remain disposition, and to carry out the client's other wishes. A system for performing the method includes a computer program that is preferably accessible via an internet web site. A unique identification card is provided which includes information for accessing the bearer's or owner's end of life plan and data that is stored in a database accessible via a web site or a designated entity, wherein the stored data is generated by the system when the FEP method was performed. Numerous variations of FEP and EOL planning methods systems and products for implementation are described.
机译:一种促进最终遗产规划的方法,该方法包括针对一系列问题进行数据收集,这些问题分为以下四个遗产规划领域:资产,财政和人/宠物护理责任,去世前客户身体的期望处置以及资金安排和资产文件处理包括财务,人员/宠物护理责任,活体及其后遗留的处理,并执行客户的其他愿望。用于执行该方法的系统包括计算机程序,该计算机程序优选地可以通过互联网网站访问。提供了唯一的识别卡,其包括用于访问承载者或所有者的寿命终止计划的信息,以及存储在可通过网站或指定实体访问的数据库中的数据,其中,当FEP方法时,系统会生成所存储的数据被执行了。描述了用于实施的FEP和EOL规划方法系统和产品的多种变体。

著录项

  • 公开/公告号WO0237235A3

    专利类型

  • 公开/公告日2003-01-30

    原文格式PDF

  • 申请/专利权人 PARKER DENISE;

    申请/专利号WO2001US50749

  • 发明设计人 PARKER DENISE;

    申请日2001-10-19

  • 分类号G06F17/60;

  • 国家 WO

  • 入库时间 2022-08-21 23:55:59

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