Method and system for preparing wills

Details Method and system for preparing wills Method and system for preparing wills

G - Physics

06

Q

G06Q 50/18 (2012.01) G06Q 40/08 (2012.01) H04L 12/16 (2006.01)

Patent

CA 2323274

Typically, charitable bequests represent a very small portion of the total funding received by charitable and non-profit organizations. The invention therefore provides a method and system for providing will-preparation services comprising the steps of: querying an end user for will-related data; presenting the end user with an opportunity to consider the use of a tertiary will or estate planning service; responding to a commitment to one of the tertiary will or estate planning services by generating a record of the commitment; and producing a will incorporating the will-related data.

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