System and method for creating a notarized will

JP7651097B2Active Publication Date: 2025-03-26LASTMESSAGE
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Patent Information

Application Number
JP2023010592
Authority / Receiving Office
JP · JP
Patent Type
Patents
Current Assignee / Owner
Filing Date
2023-01-27
Publication Date
2025-03-26
Estimated Expiration
2043-01-27

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Abstract

To provide a system and a method that allow a testator himself / herself to properly and correctly input, present and check and, thereby, prepare the will by notarized document even if there are considerable variations in information on the will by notarized document of the testator.SOLUTION: In a system for creating a will by notarized document, a cloud server 11 includes: an input screen display processing unit 112 having an input item display processing unit 1121 that performs subdivided input screen display so that a testator can sequentially input information necessary for the will by notarized document and urges the testator to input the information in the input screen display; an existing information display processing unit 1122 for displaying information already input by the testator and recorded / stored in a will by notarized document database 121 on a testator terminal; and a moving picture display processing unit 1113 for displaying an explanation moving picture of a specialist service provider so that the testator can understand meaning of input items and input them without fail; and a specialist service provider cooperation processing unit 116 that allows the testator to make an inquiry to the specialist service provider when there is some items that even the moving picture display processing means still cannot allow the testator to clearly understand.SELECTED DRAWING: Figure 2
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Description

[Technical field]

[0001] The present invention relates to a system and method for creating a notarized will. [Background technology]

[0002] In Japan, it is said that only about one in ten people write a will, and there are many troubles that arise because there is no will. There are three types of wills: notarized wills, holographic wills, and secret wills. A notarized will is prepared by a notary public after the testator himself / herself confirms that the contents of the will are correct in the presence of a notary public and two witnesses. A holographic will is prepared by the testator himself / herself by writing the contents of the will in his / her own handwriting, stamping it with the date and signature, and the testator keeps it himself / herself or has it kept at the Legal Affairs Bureau. A secret will is prepared by the testator himself / herself and sealed. The contents are kept secret and submitted to a notary public and two witnesses for authentication. The testator keeps it himself / herself, and the fact that the will was made is recorded at the notary public office. Of these, a notarized will has the lowest risk of being invalidated or lost due to a formality defect. A notarized will is generally prepared by consulting with a lawyer or a judicial scrivener, requesting the drafting of the will, and then having a notary public confirm it to complete the will. The hurdle is that it takes time, effort, and money to consult and request a lawyer or a judicial scrivener.

[0003] In recent years, Japan has become an aging society, and the term "shukatsu" (preparing for the end of life) has come to be used. There is growing awareness of how to inherit assets without problems, and banks and other institutions are actively advertising their inheritance consultation services in television commercials. There is also growing interest in digitalization and IT in this field, and various technical proposals have been made. Patent Document 1 proposes an asset inheritance support system in which financial institutions provide consultation support for asset inheritance to their customers. Patent Document 2 proposes a notarized will creation support tool that organizes data for the testator and makes the content intuitively and numerically convincing. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] JP 2017-157247 A [Patent Document 2] JP 2017-146814 A Summary of the Invention [Problem to be solved by the invention]

[0005] However, these systems are not designed for the testator to operate the system himself, input the information necessary for the will, and create the will, but for a person with a certain level of knowledge to receive a request from the testator, converse with the testator, and organize the property and create the will. The information necessary for a notarized will varies considerably depending on the testator. In the case of a testator with few heirs and few types of property, the amount of information to be input, displayed, and confirmed is small. However, in the case of a testator with many heirs and many types of property, a lot of information needs to be input, and the amount of information to be displayed and confirmed becomes enormous. The object of the present invention is to provide a system and method that allows the testator to input, display, and confirm the information necessary for a notarized will appropriately and without error by the same operation, even if the information necessary for a notarized will varies considerably depending on each testator, and allows the testator to create a notarized will himself. [Means for solving the problem]

[0006] The invention of claim 1 is a system for creating a notarized will that allows a testator to create a notarized will by himself / herself through a cloud service, an input screen display means for displaying an input screen on the testator's terminal for acquiring information required for creating the notarized will and recording and storing the information in a notarized will database; a notarized will output means for creating a draft notarized will in accordance with the wishes of the testator on a cloud server based on the information obtained from the input screen display means and outputting the draft to the testator terminal; a notary office display means for displaying a notary office in the vicinity of the testator to which the outputted notarized will should be submitted. The input screen display means displays input screens segmented so that the testator can sequentially input information necessary for the notarized will in accordance with the input screen displays, and each of the input screen displays includes: An input item display means for prompting the testator to input information; an existing information display means for displaying information already input by the testator and recorded and stored in the notarized will database on the testator's terminal; A video display means that displays explanatory videos from professional experts so that the testator can understand the meaning of the input items and enter them correctly. The system has a professional service linking means that allows the testator to inquire of a professional service provider if there are any matters that are still unclear even after viewing the video display means.

[0007] In the invention of claim 2, input items can include the testator's personal information, family tree information, property information, executor information, information on heirs not included in the family tree information specified by the testator, guardianship information, donation information, and information on gifts made during one's lifetime.

[0008] In the invention of claim 3, the input screen display means has a dynamic input screen control function that dynamically displays only the information required by the testator on the testator terminal, since the information required for a notarized will varies greatly depending on the testator, and also limits the number of input items to be displayed at one time to prevent the testator from making erroneous input.

[0009] In the invention of claim 4, the testator has a means for creating additional notes that records and stores his / her thoughts and words to his / her surviving family members in the notarized document database as additional notes, and distributes them to all heirs after the testator's death.

[0010] The invention of claim 5 has a last message management means for recording and storing messages and videos created in advance by the testator in the notarized will database, and for delivering the messages and videos individually to each heir after the death of the testator.

[0011] In the invention of claim 6, if there is a change in the heirs or the value of the property, the testator can input corrections from the testator terminal, create a new draft notarized will, obtain approval from a notary public, and create a new official notarized will, which is recorded and stored in the notarized will database.

[0012] The invention of claim 7 is a method for a testator to create a notarized will through a cloud service, comprising: an input screen display step of acquiring information required for creating the notarized will on the testator's terminal and displaying an input screen for recording and storing the information in a notarized will database; a notarized will output procedure for creating a notarized will draft in accordance with the wishes of the testator on a cloud server based on the information obtained from the input screen display procedure and outputting the notarized will draft to the testator's terminal; and a notary public office display step for displaying a notary public office in the vicinity of the testator to which the outputted notarized will should be submitted. The input screen display procedure is a segmented input screen display so that the testator can sequentially input information necessary for the notarized will according to the input screen display, and each of the input screen displays is as follows: The procedure for displaying input items that prompt the testator to enter information an existing information display procedure for displaying information already input by the testator and recorded and stored in the notarized will database on the testator's terminal; Video display procedure that displays explanatory videos from professional experts so that the testator can understand the meaning of the input items and enter them correctly. If the testator still has questions after viewing the video display procedure, the system has a procedure for linking with a professional service provider, which allows the testator to inquire of the matter. Effect of the Invention

[0013] In today's aging society, there is a strong social demand for smooth inheritance of inheritance according to the will of the testator after his / her death. The present invention was made from many years of research from this perspective, and overcomes the hurdles of the past, such as the time, effort, and cost required for consultation and request to lawyers and judicial scriveners, to enable the testator to create a notarized will by himself / herself. According to the present invention, even if there is a considerable difference in the information required for the notarized will of each testator, each testator can input, display, and confirm the information appropriately and without error using the same operation, and create a notarized will according to the testator's wishes. [Brief description of the drawings]

[0014] [Figure 1] 1 shows a schematic diagram of the hardware configuration of a notarized will writing system 1 of the present invention. [Diagram 2] 2 illustrates a schematic diagram of the software configuration of the cloud server 10. [Diagram 3] The main functions of this notarized will system 1 are shown below. [Figure 4] This is a diagram showing the steps for creating a notarized will, where (a) is a diagram showing the overall steps, (b) shows detailed steps for step S1 of confirming basic information items, and (c) shows detailed steps for step S2 of deciding to whom you want to leave your will. [Diagram 5] 1 is an example of a menu screen showing all the work steps. [Figure 6] 13 is a screen example of a menu showing the operation steps of confirmation step S1 of basic information items. [Figure 7] 13 is a screen example of a menu showing the operation step S2 of "Who do you want to leave it to?" [Figure 8] 13 is an example of an input screen in a state where no input has been made in family tree creation step S12. [Figure 9] This is an example of an input screen in which a spouse and one child have already been input in family tree creation step S12, and an additional child is to be input. [Figure 10]This is an example of an input screen in which the number of input items is minimized. [Figure 11] 13 is an example of a pop-up input screen. [Figure 12] 13 is an example of a property information input display screen. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0015] Hereinafter, an embodiment of the present invention will be described with reference to the drawings. FIG. 1 shows a schematic diagram of the hardware configuration of the notarized will preparation system 1 of the present invention. The cloud server 10 is a server on the Internet 60, and has a control unit 11, a memory unit 12, and a communication unit 13. Although only one testator terminal 20 is shown in FIG. 1, there are multiple testator terminals, such as a personal computer, tablet, or smartphone of the testator who receives the notarized will preparation service. Each testator terminal 20 has a control unit 21, a memory unit 22, a communication unit 23, an operation unit 24, and a display unit 25. The professional business terminal 30 is a terminal operated by a professional business such as a lawyer, a judicial scrivener, or a tax accountant who receives consultation from the testator, and there are multiple professional business terminals, such as a personal computer, tablet, or smartphone, having the same hardware configuration as the testator terminal 20. The notary public office terminal 40 is a terminal of the notary public office that performs final confirmation of the notarized will and stores the notarized will, and is a terminal such as a personal computer, tablet, or smartphone that has the same hardware configuration as the testator terminal 20, and there are multiple terminals. The heir terminal 50 is a terminal operated by the heir, and is a terminal such as a personal computer, tablet, or smartphone that has the same hardware configuration as the testator terminal 20, and there are multiple terminals.

[0016] 2 is a schematic diagram showing the software configuration of the cloud server 10. The software of the cloud server control unit 11 is composed of a login management processing unit 111, an input screen display processing unit 112, an additional remarks creation processing unit 113, a notarized will output processing unit 114, a notary office display processing unit 115, a professional business cooperation processing unit 116, and a last message management processing unit 117. The input screen display processing unit 112 further has an input item display processing unit 1121, an existing information display processing unit 1122, and a video display processing unit 1113. The cloud server storage unit 12 is composed of a notarized will database 121, an explanatory video database 122, and a program file 123. The software of the testator terminal 20, the professional business terminal 30, the notary office terminal 40, and the heir terminal 50 does not require any particular application program, and may simply include a browser.

[0017] 3 shows the main functions of the notarized will system 1, which includes a login management means M1, an input screen display means M2, an additional statement creation means M3, a notarized will output means M4, a notary office display means M5, a professional cooperation means M6, and a last message management means M7. The input screen display means M2 further includes an input item display means M21, an existing information display means M22, and a video display means M23.

[0018] The login management means M1 obtains an ID and password from the testator and permits the testator to access the notarized will system 1. First, the login management processing unit 111 displays an ID and password input screen on the testator terminal 20. When the testator inputs an ID and password into the testator terminal 20 and requests access to the notarized will system 1 from the testator terminal 20, the login management processing unit 111 checks whether the ID and password already exist in the notarized will database 121, and permits access to the notarized will system 1 if the ID and password already exist. If the ID and password do not exist, a new account creation screen is sent to the testator terminal 20 and displayed on the testator terminal 20.

[0019] The input screen display means M2 acquires information necessary to create a notarized will. The purpose of this notarized will system 1 is to allow even a testator who does not have specialized knowledge of notarized wills to input the information necessary for creating a notarized will properly and without error, and to create a notarized will. For this purpose, the ease of use of the man-machine interface of the input screen display means M2 is important. The information necessary for a notarized will varies greatly depending on the testator. In the case of a testator with few heirs and few types of assets, the information to be input, displayed, and confirmed is small. However, in the case of a testator with many heirs and many types of assets, the information to be input is large, and the information to be displayed and confirmed becomes enormous. In this notarized will creation system 1, even if the notarized will information required for each testator varies, it is required that it can be input, displayed, and confirmed properly and without error by the same operation. For this purpose, the input screen display means M2 performs dynamic screen control of each input screen display. The information required to create a notarized will is subdivided and grouped, and ultimately the number of items to be entered at one time is limited to about five items, and each screen is dynamically controlled to display only the information required for input, confirmation, and correction on the testator terminal 20. A specific explanation of the dynamic screen control will be given in detail in the "Example" section.

[0020] The input screen display means M2 has an input item display means M21, an existing information display means M22, and a moving image display means M23, and works in conjunction with these means to dynamically control the input screen display of the testator terminal 20 so that the testator can properly and error-freely input the information necessary to create a notarized will.

[0021] The input item display means M21 displays input items to prompt the testator to input information required for the notarized will. The input item display processing unit 1121 displays a display screen of the smallest unit of input items on the testator terminal 20. When the testator inputs information into the input screen displayed on the testator terminal 20, the input item display processing unit 1121 checks the input information and records and saves it in the notarized will database 121.

[0022] The existing information display means M22 displays information that has already been input by the testator or information calculated based on the input data on the testator terminal 20. The existing information display processing unit 1122 calculates the inherited property and legally reserved share of each heir based on the information recorded and stored in the notarized will database 121, and if necessary, creates a dynamic screen, and displays the dynamic screen on the testator terminal 20.

[0023] The video display means M23 displays explanatory videos from the professional business operator so that the testator can input information without making any mistakes. If the testator is uncertain about the content of the input items displayed on the testator terminal 20, the video display processing unit 1113 displays the specified video, an explanatory video, from the explanatory video database 122 in the video display area of ​​the testator terminal 20 when the testator clicks on a video icon displayed on the input screen. At this time, the video display processing unit 1113 controls the video display in response to the testator's operations such as stopping and playing.

[0024] The additional message creation means M3 allows the testator to leave his / her thoughts and words as additional messages for the family left behind. The additional message creation processing unit 113 displays an additional message input screen together with sample sentences on the testator terminal 20, and records and stores the message input by the testator in the notarized will database 121. After the death of the testator, the additional messages can be read by all heirs.

[0025] The notarized will output means M4 creates a draft notarized will in accordance with the testator's wishes and outputs it to the testator terminal 20. In response to the testator's selection of outputting a notarized will, the notarized will output processing unit 114 creates a draft notarized will based on the notarized will information recorded in the notarized will database 121 up to that point, and displays the draft notarized will on the testator terminal 20. The testator can output this in print or PDF format.

[0026] The notary office display means M5 displays a notary office in the vicinity of the testator where the testator should submit a notarized will draft. The notarized will draft will eventually be notarized by a notary at the notary office and become a formal notarized will. For this reason, the contact information and delivery address information of the notary office are required. When the testator selects the contact information and delivery address of the notary office, the notary office display processing unit 115 extracts the notary office closest to the testator's address from the notary office information for the whole country recorded in the notarized will database 121, and displays it on the testator terminal 20. It can also display notary office information by prefecture. The testator contacts the notary office where the notarized will draft created by the notarized will output means M4 will be submitted, and with the approval of two witnesses and a notary, creates a formal notarized will and has it stored at the notary office. At the same time, when the copy is uploaded, the notarized will output processing unit 114 attaches a time stamp and records and stores it in the notarized will database 121 as an official notarized will. In addition, even if a situation arises in which changes to assets, heirs, etc. are required after a formal notarized will has been created, a new draft of a notarized will can be easily created simply by changing the information that needs to be changed, and the new notarized will can be created with a notary public's witness, and recorded and stored in the notarized will database 121.

[0027] The professional service cooperation means M6 has a function that allows the testator to consult with a professional service provider such as a lawyer, judicial scrivener, or tax accountant when the testator is uncertain about the information to be entered. When the testator clicks on the professional service consultation icon displayed on the testator terminal 20, the professional service cooperation processing unit 116 displays on the testator terminal 20 information on the lawyers, judicial scriveners, and tax accountants registered as consultants in the notarized will database 121. The testator can consult with the desired professional service provider via a TV conference system, email, telephone, or the like. At that time, the testator's will terminal 20 and the professional service provider terminal 30 of the designated professional service provider can share a screen for consultation, and the testator's desired draft notarized will can be correctly created.

[0028] The last message management means M7 manages the messages and videos of the testator, and after the death of the testator, provides the information individually to each heir designated by the testator in accordance with the will of the testator. The last message management processing unit 117 records and saves the messages and videos entered by the testator from the testator terminal 20 in the notarized will database 121 for each designated heir. This makes it possible to leave different messages and videos for each heir. After the death of the testator, each heir can view the messages and videos from the heir terminal 50, and can save the messages and videos in the heir terminal 50. EXAMPLES

[0029] The specific steps for creating a notarized will using each of the above-mentioned means will now be described. FIG. 4(a) shows the steps for a testator to create a notarized will using the notarized will creation system 1. FIG. 5 shows an example of a menu screen showing the work steps. In the basic information item confirmation step S1, the testator inputs and confirms basic information such as the testator's information, executor, and assets based on the screen displayed on the testator terminal 20 by the input screen display means M2. The inputted or changed information is recorded and stored in the notarized will database 121.

[0030] In step S2, the testator inputs and confirms information such as distribution of assets, confirmation of inheritance rights, taxes, etc., based on the screen displayed on the testator terminal 20 using the input screen display means M2. The input or changed information is recorded and stored in the notarized will database 121.

[0031] In the additional message creation step S3, the testator can leave his / her thoughts and words for the surviving family members by inputting a message into the input screen displayed on the testator terminal 20 using the additional message creation means M3. The additional message is recorded and stored in the notarized will database 121, and after the death of the testator, all the heirs can read it from the heir terminal 50. If it is desired to convey individual messages or thoughts to each individual heir, individual messages or videos can be left using the last message management means M7.

[0032] In the confirmation step S4 of the testator's notes, the notarized will output means M4 extracts the information recorded and stored in the notarized will database 121 from step S1 to step S3, performs calculations, and outputs the notarized will draft to the testator's terminal 20, allowing the testator to confirm all the details decided up to that point. The contents can also be output as a file or printed as a notarized will draft. If the testator wishes to change the information, he or she can simply return to the relevant step and modify the relevant item, which makes it easy to modify. Before communicating with the notary, if the testator clicks on the will / inheritance simple consultation icon in FIG. 5, the testator can consult with a professional through the professional cooperation means M6, allowing the testator to create a more accurate notarized will draft.

[0033] In step S5 of contacting and sending to a notary, the testator sends the draft of the notarized will to the notary of his choice from the notary of his choice displayed by the notary display means M5, either a nearby notary or a notary displayed by prefecture, and requests the creation of the notarized will. In step S6 of communicating with a notary, the testator communicates with the notary and completes the notarized will. Currently, online linkage with the notary terminal 40 is not yet possible, but if online linkage becomes possible in the future, it will be easier to create a notarized will.

[0034] In the completion / registration step S7, the communication between the testator and the notary is completed, the testator confirms the notarized will sent by the notary, and later goes to the notary's office with two witnesses and, in the presence of the notary, affixes a seal to the notarized will and submits it, completing the formal notarized will. The formal notarized will is kept at the notary's office. The testator also uploads a copy of the notarized will from the testator's terminal 20 using the input screen display means M2, and it is recorded and stored in the notarized will database 121.

[0035] FIG. 4(b) shows the detailed procedure of the basic information item confirmation step S1. FIG. 6 shows an example of a menu screen showing the work steps. In the about me step S11, the testator inputs his / her information using the input screen display means M2. The testator's information includes his / her name, date of birth, postal code, address, and registered domicile. In the family tree creation step S12, the dynamic input screen display means M2 creates a family tree of heirs such as spouse and children. The information required for creating a family tree includes spouse, children, grandchildren, parents, grandparents, siblings, nephews and nieces, divorce history, remarriage history, and other people, and the input items are name, date of birth, postal code, address, and alive (optional). To enter this information on a static input screen, it is necessary to prepare many input screens, and since input items unnecessary for the testator are also displayed, the testator has a heavy input burden and makes many input errors. Therefore, the input screen display means M2 adopts dynamic screen control.

[0036] Here, an embodiment of dynamic screen control in creating a family tree by the input screen display means M2 will be described with reference to Figs. 8 to 11. Fig. 8 shows an input screen display in a state where no information has been entered yet, displaying information that can be entered, that is, spouse, children, grandchildren, parents, grandparents, siblings, nephews and nieces, and other people. Fig. 9 shows a state where a spouse and one child have already been entered, and a child is to be added. When the testator clicks on the "Add child" icon, the input screen display means M2 displays the input screen for the child. Fig. 10 shows an example of this input screen, and the input items are displayed limited to the name, date of birth, postal code, address, and alive (optional) of the specified child, so that there is less erroneous input and the burden on the testator is reduced. When input is completed and Save is clicked, the child's information is added and displayed, and the next child's information can be added. Therefore, the input items can be limited to the name, date of birth, postal code, address, and alive (optional). Even if there are many children, only display columns are added. If you wish to modify information that you have already entered, click on the display field you wish to modify, and the information will pop up and be displayed, as shown in Figure 11, allowing you to easily modify or delete it. If you delete information, it will be erased from the display field, and only live information will be displayed. This dynamic screen control makes it possible to encourage testators with few or many heirs to make appropriate entries.

[0037] In step S13 of determining an executor, the executor is designated using the input screen display means M2. The executor is designated by selecting from a pull-down menu either a family member entered when creating the family tree or a third party other than the family. In the case of a third party other than the family, the information has not yet been recorded or saved in the notarized will database 121, so an input screen is displayed by the input screen display means M2. The information of the executor to be designated includes the name, date of birth, occupation or relationship, postal code, and address.

[0038] In step S14, "My Assets," asset information is entered using the input screen display means M2. Asset information includes deposits, stocks / virtual currency, land, buildings, land leases, life insurance, death retirement benefits, pets, cars / motorcycles, etc. Items to be entered for deposits are bank name, branch name, type, account number, amount, and remarks. Items to be entered for stocks / virtual currency are type (select common stock / virtual currency from a pull-down menu), securities company / exchange, branch name, account number, registered name / currency name, number of shares / currency, and amount. Items to be entered for land are location, lot number, land use (select residential land or 22 other types from a pull-down menu), land area, assessed value, remarks, and there is a link to check the roadside land value. Items to be entered for buildings are location, house number, type, structure, floor area per floor (m 2 ), floor area 2nd floor (m 2 ), Floor area 3rd floor and above (m 2 ), valuation, whether there is a leasehold (select Y / N), and remarks. The input items for land leasehold are location, lot number, lessor, current use, income, and remarks. The input items for life insurance are insurance name, insurance company name, contract holder, beneficiary, insured, amount, insurance policy number, contract date, and remarks. The input items for death severance pay are company name, company address, company phone number, amount, and remarks. The input items for pets are name, age, microchip number, insurance policy number, family doctor information, name, address, phone number, and remarks. The input items for automobiles and motorcycles are registration number, model, car name, model number, chassis number, valuation, and remarks. Other input items are name, etc., valuation, and remarks. Although the property information is diverse as described above, it can be easily input by the dynamic screen display of the input screen display means M2. Figure 12 is an example of a property information input display screen.

[0039] In step S15, in which all basic information is confirmed, the information entered in steps S11 to S14 on the testator terminal 20 is displayed by the input screen display means M2, divided into family tree and assets, so that the testator can confirm all the information he or she has entered.

[0040] Fig. 4(C) shows the detailed procedure for step S2, which determines to whom one wishes to leave things. Fig. 7 is an example of a menu screen showing the work steps. In step S21, which determines the legal heirs, all the heirs recorded and stored in the notarized will database 121 are displayed on the testator terminal 20 by the input screen display means M2. At this time, the legal heirs are displayed with a check mark to indicate that they are legal heirs. The testator confirms to whom he wishes to leave things, or must leave things.

[0041] In step S22, where the person to leave the inheritance to outside the family tree is selected, the person can input the heir if the person wants to donate or inherit to someone outside the family tree. The input items are the name of the donation recipient, the name of the organization, the amount, and notes. In step S23, where the person confirms the legally reserved portion, the person can confirm the minimum legally reserved portion that can be inherited by law and input a gift made during one's lifetime to reduce the legally reserved portion. The input screen display means M2 displays the legally reserved portion of the heirs and their legally reserved portions recorded and stored in the notarized will database 121 on the testator terminal 20. The testator can confirm the legally reserved portion of each heir, and if there was a gift made during one's lifetime, the testator can specify the heir and input the amount of the gift made during one's lifetime to reduce the legally reserved portion. The input item is the amount of the gift made during one's lifetime. In step S24, where the person confirms the inheritance tax, the person can calculate the deduction for spouse deduction and the special exemption for residential land.

[0042] In the estate division step S25, it is specified how much of all the assets are to be distributed to whom. The input screen display means M2 displays on the testator terminal 20 the heirs and their legally reserved shares recorded and stored in the notarized will database 121. When the testator clicks on an heir displayed on the testator terminal 20 to specify him / her, an estate division screen for that heir is displayed. On the estate division screen, the assets to be divided can be specified using a pull-down menu, and for each asset, the whole, an amount, or a percentage can be specified.

[0043] In step S26, a guardian is appointed if a child, parent, or spouse is thought to lack the capacity to make decisions, or if only minor children remain. The input screen display means M2 extracts the heirs recorded and stored in the notarized will database 121, and those who need help can be selected from family members or registered family members using a pull-down menu. Guardians can also be selected from family members or registered family members using a pull-down menu. If the guardian is a third party other than a family member or a registered family member, the name, date of birth, occupation or relationship, postal code, and address are entered.

[0044] The scope of application of the present invention is not limited to the above-described embodiment and examples, and can be widely applied to systems and methods in line with the spirit of the present invention. [Explanation of symbols]

[0045] 1. Notarized Will System 10. Cloud Server 11 Cloud Server Control Unit 111 Login management processing unit 112 Input screen display processing unit 1121 Input item display processing unit 1122 Existing information display processing unit 1113 Video display processing unit 113 Additional remarks creation processing unit 114 Notarized will output processing unit 115 Notary Public Office Display Processing Unit 116 Professional Liaison Department 117 Last message management processing unit 12 Cloud Server Storage 121 Notarized Will Database 122 Explanation video database 123 Program Files 13 Cloud Server Communication Department 20 Will Terminal 21 Will terminal control unit 22 Will terminal memory unit 23 Will terminal communication unit 24 Testator terminal operation unit 25 Testator terminal display unit 30 Professional terminal 40 Notary Public Terminal 50 Heir Terminal 60 Internet

Claims

1. A notarized will creation system that allows a testator to create a notarized will by himself / herself through a cloud service, an input screen display means for displaying an input screen on the testator's terminal for acquiring information necessary for creating the notarized will and recording and storing the information in a notarized will database; a notarized will output means for creating a draft notarized will in accordance with the wishes of the testator on a cloud server based on the information obtained from the input screen display means and outputting the draft to the testator terminal; a notary office display means for displaying a notary office in the vicinity of the testator to which the outputted notarized will should be submitted. The input screen display means displays an input screen segmented so that the testator can sequentially input information necessary for the notarized will in accordance with the input screen display, and the input screen display includes: An input item display means for prompting the testator to input information; an existing information display means for displaying information already input by the testator and recorded and stored in the notarized will database on the testator terminal; A video display means that displays explanatory videos from professional experts so that the testator can understand the meaning of the input items and enter them correctly. A notarized will drafting system characterized by having a professional service linking means that enables the testator to inquire of a professional service provider if there are any matters that are still unclear to the testator even after viewing the video display means.

2. The notarized will creation system of claim 1, characterized in that the input items include the testator's personal information, family tree information, property information, executor information, information on heirs not included in the family tree information specified by the testator, guardianship information, donation information, and gift information during one's lifetime.

3. The notarized will creation system of any one of claims 1 or 2, characterized in that the input screen display means dynamically displays only the information required for the testator on the testator terminal, since the information required for a notarized will varies greatly depending on the testator, and also has a dynamic input screen control function that limits the number of input items to be displayed at one time to prevent the testator from making incorrect input.

4. The notarized will creation system as described in claim 1, characterized in that it has a means for creating additional comments, which allows the testator to record and store his or her thoughts and words to his or her surviving family members in the notarized will database as additional comments, and distributes these to all heirs after the testator's death.

5. The notarized will creation system as described in claim 1, characterized in that it has a last message management means for recording and storing messages and videos created in advance by the testator in the notarized will database, and for delivering the messages and videos individually to each heir after the death of the testator.

6. The notarized will preparation system according to claim 1, characterized in that if there are changes in the heirs or the value of the property, the testator can input corrections from the testator terminal, create a new draft notarized will, obtain approval from a notary public, create a new official notarized will, and record and store it in the notarized will database.

7. A method in which a testator creates a notarized will through a cloud service, an input screen display step of acquiring information required for creating the notarized will on the testator's terminal and displaying an input screen for recording and storing the information in a notarized will database; a notarized will output procedure for creating a notarized will draft in accordance with the wishes of the testator on a cloud server based on the information obtained from the input screen display procedure and outputting the notarized will draft to the testator's terminal; and a notary public office display step for displaying a notary public office in the vicinity of the testator to which the outputted notarized will should be submitted. The input screen display procedure is a segmented input screen display so that the testator can sequentially input information necessary for the notarized will according to the input screen display, and the input screen display is The procedure for displaying input items that prompt the testator to enter information an existing information display procedure for displaying information already input by the testator and recorded and stored in the notarized will database on the testator's terminal; Video display procedure that displays explanatory videos from professional experts so that the testator can understand the meaning of the input items and enter them correctly. A method for creating a notarized will, comprising a procedure for cooperation with a professional service provider, which allows the testator to inquire of a professional service provider if any matters remain unclear even after the video display procedure.

Citation Information

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