发明名称 INTEGRATED LIFE PLANNING METHOD AND SYSTEMS AND PRODUCTS FOR IMPLEMENTATION
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.
申请公布号 WO0237235(A3) 申请公布日期 2003.01.30
申请号 WO2001US50749 申请日期 2001.10.19
申请人 PARKER, DENISE 发明人 PARKER, DENISE
分类号 G06F7/00;G06Q40/00;G06Q99/00 主分类号 G06F7/00
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