Estate resource system for settlement of estate assets

A method for reconciling estate assets, the method comprising:

• creating, by a computing system, an estate account for at least one decedent of a financial institution, wherein the estate account includes estate asset information for the at least one decedent and a first task checklist for a first estate settlement services team associated with the financial institution and a second task checklist for a second estate settlement services team, wherein the first task checklist includes a first task item not included on the second task checklist, wherein the second task checklist includes a second task item not included on the first task checklist, and wherein the second task item is dependent upon the first task item so that completion of the second task item requires the first estate settlement services team to complete the first task item not included on the second task checklist for the second estate settlement services team;
• authorizing, by the computing system and based on authentication credentials received from a first computing device, a first team member of the first estate settlement services team to access the estate account for the at least one decedent;
• authorizing, by the computing system and based on authentication credentials from a second computing device, a second team member of the second estate settlement services team to access the estate account for the at least one decedent;
• outputting, to the first computing device, a first user interface that includes a representation of the first task checklist including the first task item but not the second task item;
• outputting, to the second computing device, a second user interface that includes a representation of the second task checklist including the second task item displayed as having a locked status;
• detecting input from the first computing device indicating that the first task item in the first task checklist has been completed;
• cross-referencing the first task checklist against the second task checklist to identify the second task item included in the second task checklist as being dependent on the first task item in the first task checklist;
• managing, by the computing system, the second task checklist for the second estate settlement services team by modifying the status of the second task item in the second task checklist based on the detected input from the first computing device indicating that the first task item has been completed;
• and
• outputting, to the second computing device, an updated second user interface that includes an updated representation of the second task checklist, wherein the updated representation of the second task checklist includes the second task item displayed as having an unlocked status and being selectable, and wherein the second task item, when presented in the updated second user interface, is visibly distinguishable from the second task item presented in the second user interface.

A system for reconciling estate assets, the system comprising:

• a plurality of team member computing devices of each of a plurality of estate settlement services teams associated with a financial institution, including a first computing device capable of being operated by a first member of a first estate settlement services team, and a second computing device capable of being operated by a second member of a second estate settlement services team;
• and
• a computing system in communication with the plurality of estate settlement services teams, the computing system configured to:
• create an estate account for at least one decedent of the financial institution, the estate account including estate asset information for the at least one decedent and a first task checklist for the first estate settlement services team and a second task checklist for the second estate settlement services team, each of the task checklists indicating tasks to be completed by a respective one of the plurality of estate settlement services teams to settle the estate assets of the decedent, wherein the first task checklist includes a first task item not included on the second task checklist, wherein the second task checklist includes a second task item not included on the first task checklist, and wherein the second task item is dependent upon the first task item so that completion of the second task item requires the first estate settlement services team to complete the first task item not included on the second task checklist for the second estate settlement services team,
• authorize the first member of the first estate settlement team and the second member of the second estate settlement team to access the estate account for the at least one decedent,
• output, to the first computing device, a first user interface that includes a representation of the first task checklist including the first task item but not the second task item,
• output, to the second computing device, a second user interface that includes a representation of the second task checklist including the second task item displayed as having a locked status,
• detect input from the first computing device indicating that the first task item in the first task checklist has been completed,
• cross-reference the first task checklist against the second task checklist to identify the second task item included in the second task checklist as being dependent on the first task item in the first task checklist,
• manage the second task checklist for the second estate settlement services team by modifying the status of the second task item in the second task checklist based on the detected input from the first computing device indicating that the first task item has been completed, and
• output, to the second computing device, an updated second user interface that includes an updated representation of the second task checklist, wherein the updated representation of the second task checklist includes the second task item displayed as having an unlocked status and being selectable, and wherein the second task item, when presented in the updated second user interface, is visibly distinguishable from the second task item presented in the second user interface.