US 2024/0193713 A1Published application

System and method for dynamic division of personal items

AssigneeWilldivi Inc.

InventorTodd L. Landen

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Abstract

What is disclosed is a system and method in the form of a computer application to be used to divide personal items among a plurality of beneficiaries. The system may provide multiple interfaces for access by the property owner, an executor, and the beneficiaries. Each type of user has different permissions to access information and functions in the application. The property owner can enter data associated with all of the items in the estate, information about the beneficiaries, and use a dynamic calculator and worksheet to view how the division of items are suggested today (Suggestion View), and how they might look in the future (Beneficiary's View). The system and method also provide for the storage of the owner's media (e.g., photographs, videos, messages, and documents) and account passwords.

Claims20

Dependent claims

A non-transitory computer-readable medium having encoded thereon computer-executable instructions that, when executed by a processor, perform a method for documenting and distributing items associated with a first user's estate to a plurality of beneficiaries, the method comprising:

providing a primary user interface to the first user associated with a first set of permissions, wherein the first set of permissions is unrestricted;
receiving, via the primary user interface, information associated with at least one item for storage in a database, wherein the at least one item is associated with the first user's estate, wherein the information associated with the at least one item includes data selected from the group consisting of:
an item title, an item number, an item value, an item condition, an item location, a photo or video, and a story or text associated with the item;
receiving, via the primary user interface, information associated with the plurality of beneficiaries for storage in the database, wherein the information associated with the plurality of beneficiaries include data selected from the group consisting of:
name, relationship, address, telephone number, email address, and an association to the at least one item;
providing a beneficiary user interface to the plurality of beneficiaries associated with a set of beneficiary permissions configurable by the first user via the primary user interface;
and
wherein the primary user interface is configured to alternately display a suggestions view and a beneficiary view to the first user, wherein the suggestions view is configured to receive an input including a type of distribution for the at least one item, and the beneficiary view is configured to receive an hypothetical value for a distribution of the at least one item and dynamically display a hypothetical result in anticipation of beneficiaries' hypothetical participation in the distribution of the item according to the hypothetical value input by the first user.

5 more elements

A method for documenting and distributing items associated with a first user's estate to a plurality of beneficiaries, the method comprising:

providing a primary user interface to the first user associated with a first set of permissions, wherein the first set of permissions is unrestricted;
receiving, via the primary user interface, information associated with at least one item for storage in a database, wherein the at least one item is associated with the first user's estate, wherein the information associated with the at least one item includes data selected from the group consisting of:
an item title, an item number, an item value, an item condition, an item location, a photo or video, and a story or text associated with the item;
receiving, via the primary user interface, information associated with the plurality of beneficiaries for storage in the database, wherein the information associated with the plurality of beneficiaries include data selected from the group consisting of:
name, relationship, address, telephone number, email address, and an association to the at least one item;
providing a beneficiary user interface to the plurality of beneficiaries associated with a set of beneficiary permissions configurable by the first user via the primary user interface;
wherein the primary user interface is configured to displays a suggestions view and a beneficiary view to the first user, wherein the first user is able to toggle between the suggestions view and the beneficiary view, the suggestions view is configured to receive an input including a type of distribution for the at least one item, a hypothetical value for the at least one item, and a dynamic calculator and worksheet to enable the first user to view a dynamically calculated hypothetical result in anticipation of beneficiaries' hypothetical participation of accepting, declining, and making a counteroffer associated with the hypothetical value input by the first user in the distribution of the item;
and
wherein the primary user interface is configured to enable the first user to toggle between the suggestions view and beneficiary view so that both views function as a dynamic worksheet allowing the first user to modify input as needed to achieve a desired division of the item among the plurality of beneficiaries.

6 more elements

A system for documenting and distributing items associated with a first user's estate to a plurality of beneficiaries, the system comprising:

a processor;
a database;
and
at least one non-transitory memory storing computer executable instructions configured to perform a method comprising the steps of:
providing a primary user interface to the first user associated with a first set of permissions, wherein the first set of permissions is unrestricted;
receiving, via the primary user interface, information associated with at least one item for storage in a database, wherein the at least one item is associated with the first user's estate, wherein the information associated with the at least one item includes data selected from the group consisting of:
an item title, an item number, an item value, an item condition, an item location, a photo or video, and a story or text associated with the item;
receiving, via the primary user interface, information associated with the plurality of beneficiaries for storage in the database, wherein the information associated with the plurality of beneficiaries include data selected from the group consisting of:
name, relationship, address, telephone number, email address, and an association to the at least one item;
providing a beneficiary user interface to the plurality of beneficiaries associated with a set of beneficiary permissions configurable by the first user via the primary user interface;
wherein the primary user interface is configured to alternately display a suggestions view and a beneficiary view to the first user, wherein the first user is able to toggle between the suggestions view and the beneficiary view, the suggestions view is configured to receive an input including a type of distribution for the at least one item, a hypothetical value for the at least one item, and a dynamic calculator and worksheet to enable the first user to view a dynamically calculated hypothetical result in anticipation of beneficiaries' hypothetical participation of accepting, declining, and making a counteroffer associated with the hypothetical value input by the first user in the distribution of the item;
and
wherein the primary user interface is configured to enable the first user to toggle between the suggestions view and beneficiary view so that both views function as a dynamic worksheet allowing the first user to modify input as needed to achieve a desired division of the item among the plurality of beneficiaries.

10 more elements

Dependencies are inferred from the claim text.