发明名称 Estate Account Management
摘要 Systems and methods for managing accounts associated with an estate. Estate data for an estate is received. The received estate data is verified. Closing data is generated for an account associated with the estate using the estate data. The closing data for the account is used to facilitate closing the account associated with the estate. In facilitating closing of the account associated with the estate, the closing data is sent to a first account system for the account to cause the account to be closed.
申请公布号 US2015254794(A1) 申请公布日期 2015.09.10
申请号 US201414329152 申请日期 2014.07.11
申请人 Estate Assist, Inc. 发明人 Levin Woodrow H.;Moss Joseph G.
分类号 G06Q50/18;G06Q10/00 主分类号 G06Q50/18
代理机构 代理人
主权项 1. A method comprising: receiving estate data for an estate; verifying the estate data is valid; generating first closing data for a first account associated with the estate using the estate data, the first closing data for the first account associated with the estate used to facilitate closing of the first account associated with the estate; sending the first closing data to a first account system for the first account associated with the estate to cause closing of the account associated with the estate.
地址 San Francisco CA US