Description:

Automated Will Generation System
Field of the Invention
[0001] The present disclosure generally relates to automated document generation systems. Further, the present disclosure particularly relates to an automated will generation system.
Background
[0002] The background description includes information that may be useful in understanding the present invention. It is not an admission that any of the information provided herein is prior art or relevant to the presently claimed invention, or that any publication specifically or implicitly referenced is prior art.
[0003] The creation of wills has traditionally been a manual process involving legal professionals who assist individuals in drafting their last will and testament. This process is often time-consuming, costly, and requires multiple consultations to ensure the accuracy and completeness of the document. Moreover, individuals may feel reluctant to engage in such processes due to the complexities and legal jargon involved. This has resulted in many individuals either delaying or entirely foregoing the preparation of their wills, potentially leading to legal disputes and unintended distribution of assets upon their demise.
[0004] Various methods and systems have been developed to automate the generation of legal documents, including wills. These systems often incorporate basic data collection and document generation functionalities. A common system utilizes standard templates where users manually input their details, and the system generates a document based on the provided information. Such systems aim to simplify the will creation process, making it more accessible to the general public. However, these systems frequently face several challenges.
[0005] One known system employs a basic data input module where users enter personal information, assets, and beneficiaries. The system then utilizes a predefined template to generate a will. This system lacks advanced data validation and preprocessing capabilities, often resulting in errors or incomplete documents. The absence of a preprocessing unit to organize and format the data means that the system cannot ensure the accuracy and completeness of the information, leading to potential legal issues.
[0006] Another system includes a basic template selection module that allows users to choose from a limited set of templates. This system selects a template based on minimal user input, without considering specific legal requirements or user circumstances. Consequently, the generated wills may not fully comply with state-specific legal standards or reflect the unique needs of the users. This limitation reduces the system's reliability and effectiveness.
[0007] Further, existing systems typically do not provide an interactive user interface that enables users to review and approve the generated will. The absence of such an interface means users cannot easily make manual adjustments or provide feedback on the document. This lack of interaction reduces user satisfaction and increases the likelihood of errors going unnoticed.
[0008] Moreover, feedback mechanisms in current systems are often rudimentary or entirely absent. Without a robust feedback module, these systems cannot incorporate user feedback to refine and improve future will generations. This limitation hinders the system's ability to learn and adapt to user preferences and legal changes over time.
[0009] Storage solutions in existing systems are generally inadequate for secure and efficient data management. The systems often lack secure storage units to store user data, generated documents, and feedback. This absence of secure storage poses significant risks to data privacy and security, making the systems less trustworthy.
[00010] In light of the above discussion, there exists an urgent need for solutions that overcome the problems associated with conventional systems and/or techniques for automated will generation.
[00011] All references, including publications, patent applications, and patents, cited herein are hereby incorporated by reference to the same extent as if each reference were individually and specifically indicated to be incorporated by reference and were set forth in its entirety herein.
Summary
[00012] Various objects, features, and advantages of the disclosed subject matter can be more fully appreciated with reference to the following detailed description of the disclosed subject matter when considered in connection with the following drawings, in which like reference numerals identify like elements.
[00013] The present disclosure generally relates to automated document generation systems. Further, the present disclosure particularly relates to an automated will generation system.
[00014] An objective of the present disclosure is to provide an automated will generation system that simplifies the creation of legally compliant wills, ensuring accuracy and user satisfaction.
[00015] In an aspect, the present disclosure provides an automated will generation system, comprising a data input module configured to receive user-specific information including personal details, assets, and beneficiaries; a preprocessing unit configured to organize and format the received user-specific information; a template selection module configured to select a will template based on the received user-specific information; a will generation engine configured to populate the selected will template with the organized user-specific information; a user interface configured to display the generated will to the user for review and approval; a feedback module configured to receive user feedback and make necessary adjustments to the generated will; and a storage unit configured to store the received user-specific information, the selected will template, the generated will, and the user feedback.
[00016] Such an automated will generation system achieves the objective by providing a streamlined process for collecting and organizing user-specific information, selecting appropriate will templates, generating customized wills, and incorporating user feedback. Further, the system ensures data security and compliance with state-specific legal requirements.
[00017] Further, the data input module is configured to receive user-specific information through a secure online portal. Such a configuration ensures that the user-specific information is collected securely, enhancing user trust and data privacy.
[00018] Moreover, the preprocessing unit is configured to perform data validation checks to ensure the completeness and accuracy of the received user-specific information. This configuration reduces the likelihood of errors in the generated will, ensuring that the information is accurate and reliable.
[00019] Furthermore, the template selection module is configured to utilize machine learning algorithms to select the most appropriate will template based on the received user-specific information. The utilization of machine learning algorithms enhances the system's ability to select templates that best match the user's needs and legal requirements.
[00020] Additionally, the will generation engine is further configured to incorporate state-specific legal requirements into the generated will. Incorporating such legal requirements ensures that the generated will is legally valid and compliant with the relevant state laws.
[00021] Moreover, the user interface is configured to allow users to make manual adjustments to the generated will before final approval. This configuration provides users with the flexibility to modify the will to better reflect their intentions and preferences.
[00022] Further, the feedback module is configured to utilize the received user feedback to improve the accuracy and relevance of future will generations. Utilizing user feedback enhances the system's ability to learn and adapt, leading to more accurate and user-centric will generations.
[00023] Additionally, the storage unit is configured to store the generated wills in an encrypted format to ensure data security and privacy. Storing data in an encrypted format protects user information from unauthorized access, ensuring confidentiality and security.
[00024] Moreover, the user interface is further configured to provide users with explanations and guidance on the legal implications of the will content. Providing such guidance helps users understand the legal aspects of their will, ensuring informed decision-making.
[00025] Finally, the will generation engine is configured to automatically update the generated will in response to changes in relevant laws and regulations. This configuration ensures that the will remains compliant with the latest legal standards, providing users with an up-to-date and legally valid document.
Brief Description of the Drawings
[00026] The features and advantages of the present disclosure would be more clearly understood from the following description taken in conjunction with the accompanying drawings in which:
[00027] FIG. 1 illustrates an architectural diagram of an automated will generation system in accordance with the embodiments of the present disclosure. FIG. 2 illustrates a flow diagram of an automated will generation system in accordance with the embodiments of the present disclosure.
Detailed Description
[00028] The following is a detailed description of exemplary embodiments to illustrate the principles of the invention. The embodiments are provided to illustrate aspects of the invention, but the invention is not limited to any embodiment. The scope of the invention encompasses numerous alternatives, modifications and equivalent; it is limited only by the claims.
[00029] In view of the many possible embodiments to which the principles of the present discussion may be applied, it should be recognized that the embodiments described herein with respect to the drawing figures are meant to be illustrative only and should not be taken as limiting the scope of the claims. Therefore, the techniques as described herein contemplate all such embodiments as may come within the scope of the following claims and equivalents thereof.
[00030] The detailed description is described with reference to the accompanying figures. In the figures, the left-most digit(s) of a reference number identifies the figure in which the reference number first appears. The use of the same reference numbers in different instances in the description and the figures may indicate similar or identical items.
[00031] Pursuant to the "Detailed Description" section herein, whenever an element is explicitly associated with a specific numeral for the first time, such association shall be deemed consistent and applicable throughout the entirety of the "Detailed Description" section, unless otherwise expressly stated or contradicted by the context.
[00032] The present disclosure generally relates to automated document generation systems. Further, the present disclosure particularly relates to an automated will generation system.
[00033] Pursuant to the "Detailed Description" section herein, whenever an element is explicitly associated with a specific numeral for the first time, such association shall be deemed consistent and applicable throughout the entirety of the "Detailed Description" section, unless otherwise expressly stated or contradicted by the context.
[00034] The term "data input module" as used throughout the present disclosure relates to a component that receives user-specific information, including personal details, assets, and beneficiaries. The automated will generation system comprises a data input module. The data input module receives user-specific information, which is essential for generating a customized will. Such information may include personal details of the user, a list of assets, and designated beneficiaries. Accurate and comprehensive collection of this information is critical to ensuring the generated will accurately reflects the user's intentions.
[00035] The term "preprocessing unit" as used throughout the present disclosure relates to a component that organizes and formats the received user-specific information. The system further comprises a preprocessing unit. The preprocessing unit organizes and formats the received information, thereby ensuring it is in a structured format suitable for further processing. The preprocessing step includes data validation to check for completeness and accuracy, thus reducing the likelihood of errors in the generated will.
[00036] The term "template selection module" as used throughout the present disclosure relates to a component that selects a will template based on the received user-specific information. The system further comprises a template selection module. The template selection module selects an appropriate will template by analyzing the received information. The selection process considers various factors, such as the type of assets and the legal requirements of the user’s jurisdiction. This ensures that the selected template is suitable for generating a legally valid will.
[00037] The term "will generation engine" as used throughout the present disclosure relates to a component that populates the selected will template with the organized user-specific information. The system further comprises a will generation engine. The will generation engine populates the selected will template with the organized information, thereby creating a draft will. The will generation engine ensures that the information is accurately incorporated into the template, reflecting the user's wishes and complying with legal standards.
[00038] The term "user interface" as used throughout the present disclosure relates to a component that displays the generated will to the user for review and approval. The system further comprises a user interface. The user interface displays the generated will, allowing the user to review the content. The user interface provides options for the user to make adjustments and approve the final document. This interactive feature ensures that the user is satisfied with the generated will before it is finalized.
[00039] The term "feedback module" as used throughout the present disclosure relates to a component that receives user feedback and makes necessary adjustments to the generated will. The system further comprises a feedback module. The feedback module receives feedback from the user regarding the generated will. This feedback is used to make necessary adjustments to the will, ensuring it meets the user's expectations and requirements. The feedback module enhances the accuracy and relevance of the generated will by incorporating user input.
[00040] The term "storage unit" as used throughout the present disclosure relates to a component that stores the received user-specific information, the selected will template, the generated will, and the user feedback. The system further comprises a storage unit. The storage unit securely stores all relevant data, including user-specific information, the selected will template, the generated will, and user feedback. Secure storage ensures data privacy and allows for easy retrieval of information when needed.
[00041] The automated will generation system as described achieves several technical effects. The system enables the efficient and accurate generation of wills by automating the collection, organization, and processing of user-specific information. The data input module ensures comprehensive data collection, while the preprocessing unit validates and structures the data, reducing errors. The template selection module and will generation engine work together to create a customized, legally compliant will. The user interface allows for user interaction and feedback, ensuring user satisfaction and accuracy of the final document. The feedback module continuously improves the system by incorporating user input. Finally, the storage unit provides secure and organized storage of all relevant data, ensuring data privacy and easy access. These technical effects collectively enhance the efficiency, accuracy, and user satisfaction associated with the will generation process.
[00042] In an embodiment, the data input module is configured to receive user-specific information through a secure online portal. The secure online portal ensures that user-specific information, including personal details, assets, and beneficiaries, is collected securely and efficiently. Such a configuration enhances user trust and data privacy by protecting sensitive information from unauthorized access. The secure online portal provides a user-friendly interface for data entry, making the process accessible and convenient for users. This feature improves the overall user experience by providing a secure and straightforward method for inputting necessary information for will generation.
[00043] In an embodiment, the preprocessing unit is configured to perform data validation checks to ensure the completeness and accuracy of the received user-specific information. Data validation checks involve verifying that all necessary information has been provided and that the data is accurate and consistent. This configuration reduces the likelihood of errors in the generated will by ensuring that the input data is correct and complete. By performing data validation checks, the preprocessing unit enhances the reliability and accuracy of the will generation process, resulting in legally sound and comprehensive wills.
[00044] In an embodiment, the template selection module is configured to utilize machine learning algorithms to select the most appropriate will template based on the received user-specific information. Machine learning algorithms analyze the input data to identify patterns and correlations, enabling the selection of a will template that best matches the user's specific needs and circumstances. This configuration improves the relevance and accuracy of the selected template, ensuring that the generated will is tailored to the user's unique situation. Utilizing machine learning algorithms in template selection enhances the system's ability to provide customized and legally compliant wills.
[00045] In an embodiment, the will generation engine is further configured to incorporate state-specific legal requirements into the generated will. Incorporating state-specific legal requirements ensures that the generated will complies with the relevant laws and regulations of the user's jurisdiction. This configuration reduces the risk of legal challenges and invalidation of the will by ensuring that all necessary legal provisions are included. By incorporating state-specific legal requirements, the will generation engine enhances the legal validity and reliability of the generated will, providing users with a document that meets all applicable legal standards.
[00046] In an embodiment, the user interface is configured to allow users to make manual adjustments to the generated will before final approval. This configuration provides users with the flexibility to review and modify the will's content to better reflect their intentions and preferences. Allowing manual adjustments ensures that users are satisfied with the final document and that it accurately represents their wishes. The interactive nature of the user interface enhances user engagement and satisfaction by providing a means for users to personalize and finalize their wills.
[00047] In an embodiment, the feedback module is configured to utilize the received user feedback to improve the accuracy and relevance of future will generations. User feedback is collected and analyzed to identify areas for improvement in the will generation process. By incorporating user feedback, the system continuously learns and adapts to user needs and preferences. This configuration enhances the system's ability to generate more accurate and relevant wills in the future, improving overall user satisfaction and system effectiveness.
[00048] In an embodiment, the storage unit is configured to store the generated wills in an encrypted format to ensure data security and privacy.

Encrypting the stored wills protects sensitive information from unauthorized access and potential data breaches. This configuration enhances data security by ensuring that only authorized users can access the stored information. By storing the generated wills in an encrypted format, the storage unit provides a secure and reliable means of preserving user data, ensuring confidentiality and privacy.
[00049] In an embodiment, the user interface is further configured to provide users with explanations and guidance on the legal implications of the will content. Providing explanations and guidance helps users understand the legal aspects and consequences of the provisions in their wills. This configuration enhances user knowledge and confidence in the will generation process by ensuring that users are informed about the legal significance of their decisions. By offering legal guidance, the user interface supports informed decision-making and improves the overall user experience.
[00050] In an embodiment, the will generation engine is configured to automatically update the generated will in response to changes in relevant laws and regulations. This configuration ensures that the will remains compliant with the latest legal standards, reducing the risk of legal challenges and invalidation. Automatic updates provide users with peace of mind, knowing that their wills are always up-to-date with current legal requirements. By ensuring ongoing compliance, the will generation engine enhances the legal validity and reliability of the generated wills.
[00051] The automated will generation system significantly enhances the efficiency and accuracy of creating legally compliant wills. The data input module, configured to receive user-specific information including personal details, assets, and beneficiaries, ensures comprehensive data collection, which is essential for generating a customized will. By receiving user-specific information through a secure online portal, the system ensures that sensitive information is collected securely, enhancing user trust and data privacy.
[00052] The preprocessing unit, configured to organize and format the received user-specific information, further ensures that the data is in a structured format suitable for processing. Performing data validation checks to ensure completeness and accuracy reduces the likelihood of errors in the generated will, ensuring that the information is accurate and reliable. This preprocessing step is critical for maintaining the integrity of the data, thereby improving the overall quality of the will.
[00053] The template selection module, configured to select a will template based on the received user-specific information, utilizes machine learning algorithms to select the most appropriate template. This capability enhances the system's ability to provide customized wills that best match the user's needs and comply with legal requirements. Incorporating state-specific legal requirements into the generated will ensures that the document is legally valid and compliant with the relevant laws, reducing the risk of legal challenges and invalidation.
[00054] The will generation engine populates the selected will template with the organized user-specific information, ensuring that the generated will accurately reflects the user's wishes. The user interface, configured to display the generated will for review and approval, allows users to make manual adjustments before finalizing the document. This interactive feature ensures user satisfaction and accuracy of the final will.
[00055] The feedback module, configured to receive user feedback, makes necessary adjustments to the generated will and utilizes this feedback to improve the accuracy and relevance of future will generations. This continuous learning process enhances the system's ability to adapt to user needs and preferences, resulting in more accurate and user-centric wills.
[00056] The storage unit, configured to store the received user-specific information, the selected will template, the generated will, and the user feedback in an encrypted format, ensures data security and privacy. Storing data in an encrypted format protects sensitive information from unauthorized access, ensuring confidentiality and security.
[00057] The user interface, further configured to provide users with explanations and guidance on the legal implications of the will content, enhances user understanding and informed decision-making. This feature supports users in making legally sound decisions, improving the overall user experience.
[00058] The will generation engine is also configured to automatically update the generated will in response to changes in relevant laws and regulations. This capability ensures ongoing compliance with the latest legal standards, providing users with a will that remains valid and legally sound over time. By ensuring that the will is always up-to-date with current legal requirements, the system reduces the risk of legal issues and enhances the reliability of the document.
[00059] FIG. 1 illustrates an architectural diagram of an automated will generation system in accordance with the embodiments of the present disclosure. The system comprises a data input module configured to receive user-specific information, including personal details, assets, and beneficiaries. This information is processed by the preprocessing unit, which organizes and formats it for subsequent steps. The template selection module then selects a suitable will template based on the organized information. The will generation engine populates this template with the user-specific information. The user interface displays the generated will to the user for review and approval. Users can provide feedback via the feedback module, which allows for necessary adjustments to the will. All relevant data, including user-specific information, selected templates, generated wills, and user feedback, is stored in the storage unit. This storage unit ensures data security and privacy, enabling efficient management and retrieval of information, thereby enhancing the overall reliability and effectiveness of the will generation process.
[00060] FIG. 2 illustrates a flow diagram of an automated will generation system in accordance with the embodiments of the present disclosure. The process begins with the data input module, which receives user-specific information, including personal details, assets, and beneficiaries. This information is then processed by the preprocessing unit, which organizes and formats the data for further use. The template selection module selects an appropriate will template based on the organized information. The will generation engine populates the selected template with the user-specific information, creating a draft will. This draft is then displayed to the user via the user interface, allowing the user to review and approve the generated will. If adjustments are needed, the user provides feedback through the feedback module, which then sends the necessary adjustments back to the will generation engine. The system also includes a storage unit that securely stores the received user-specific information, selected templates, generated wills, and user feedback, ensuring data security and easy retrieval of information. This structured process ensures the generation of accurate, user-specific, and legally compliant wills.Further, while operations are depicted in a particular order, this should not be understood as requiring that such operations be performed in the particular order shown or in sequential order, or that all illustrated operations be performed, to achieve desirable results. In certain circumstances, multitasking and parallel processing may be advantageous. Likewise, while several specific implementation details are contained in the above discussions, these should not be construed as limitations on the scope of the subject matter described herein, but rather as descriptions of features that may be specific to particular embodiments. Certain features that are described in this specification in the context of separate embodiments can also be implemented in combination in a single embodiment. Conversely, various features that are described in the context of a single embodiment can also be implemented in multiple embodiments separately or in any suitable sub-combination. Moreover, although features may be described above as acting in certain combinations and even initially claimed as such, one or more features from a claimed combination can in some cases be excised from the combination, and the claimed combination may be directed to a sub-combination or variation of a sub-combination.
[00061] The term “memory,” as used herein relates to a volatile or persistent medium, such as a magnetic disk, or optical disk, in which a computer can store data or software for any duration. Optionally, the memory is non-volatile mass storage such as physical storage media. Furthermore, a single memory may encompass and in a scenario wherein computing system is distributed, the processing, memory and/or storage capability may be distributed as well.
[00062] Throughout the present disclosure, the term ‘server’ relates to a structure and/or module that include programmable and/or non-programmable components configured to store, process and/or share information. Optionally, the server includes any arrangement of physical or virtual computational entities capable of enhancing information to perform various computational tasks.
[00063] Throughout the present disclosure, the term “network” relates to an arrangement of interconnected programmable and/or non-programmable components that are configured to facilitate data communication between one or more electronic devices and/or databases, whether available or known at the time of filing or as later developed. Furthermore, the network may include, but is not limited to, one or more peer-to-peer network, a hybrid peer-to-peer network, local area networks (LANs), radio access networks (RANs), metropolitan area networks (MANS), wide area networks (WANs), all or a portion of a public network such as the global computer network known as the Internet, a private network, a cellular network and any other communication system or systems at one or more locations.
[00064] Throughout the present disclosure, the term “process”* relates to any collection or set of instructions executable by a computer or other digital system so as to configure the computer or the digital system to perform a task that is the intent of the process.
[00065] Throughout the present disclosure, the term ‘Artificial intelligence (AI)’ as used herein relates to any mechanism or computationally intelligent system that combines knowledge, techniques, and methodologies for controlling a bot or other element within a computing environment. Furthermore, the artificial intelligence (AI) is configured to apply knowledge and that can adapt it-self and learn to do better in changing environments. Additionally, employing any computationally intelligent technique, the artificial intelligence (AI) is operable to adapt to unknown or changing environment for better performance. The artificial intelligence (AI) includes fuzzy logic engines, decision-making engines, preset targeting accuracy levels, and/or programmatically intelligent software.

Claims
I/We Claim:
An automated will generation system, comprising: a data input module configured to receive user-specific information including personal details, assets, and beneficiaries; a preprocessing unit configured to organize and format the received user-specific information; a template selection module configured to select a will template based on the received user-specific information; a will generation engine configured to populate the selected will template with the organized user-specific information; a user interface configured to display the generated will to the user for review and approval; a feedback module configured to receive user feedback and make necessary adjustments to the generated will; and a storage unit configured to store the received user-specific information, the selected will template, the generated will, and the user feedback.
Dependent Claims:
The system of claim 1, wherein said data input module is configured to receive user-specific information through a secure online portal.
The system of claim 1, wherein said preprocessing unit is configured to perform data validation checks to ensure the completeness and accuracy of the received user-specific information.
The system of claim 1, wherein said template selection module is configured to utilize machine learning algorithms to select the most appropriate will template based on the received user-specific information.
The system of claim 1, wherein said will generation engine is further configured to incorporate state-specific legal requirements into the generated will.
The system of claim 1, wherein said user interface is configured to allow users to make manual adjustments to the generated will before final approval.
The system of claim 1, wherein said feedback module is configured to utilize the received user feedback to improve the accuracy and relevance of future will generations.
The system of claim 1, wherein said storage unit is configured to store the generated wills in an encrypted format to ensure data security and privacy.
The system of claim 1, wherein said user interface is further configured to provide users with explanations and guidance on the legal implications of the will content.
The system of claim 1, wherein said will generation engine is configured to automatically update the generated will in response to changes in relevant laws and regulations.
Dated 05 December 2024 Pallavi Sinha
IN/PA- 4068
Agent for the Applicant

Automated Will Generation System
Abstract
The present disclosure provides an automated will generation system, comprising a data input module configured to receive user-specific information including personal details, assets, and beneficiaries; a preprocessing unit configured to organize and format the received user-specific information; a template selection module configured to select a will template based on the received user-specific information; a will generation engine configured to populate the selected will template with the organized user-specific information; a user interface configured to display the generated will to the user for review and approval; a feedback module configured to receive user feedback and make necessary adjustments to the generated will; and a storage unit configured to store the received user-specific information, the selected will template, the generated will, and the user feedback.
Dated 05 December 2024 Pallavi Sinha
IN/PA- 4068
Agent for the Applicant , Claims:Claims
I/We Claim:
An automated will generation system, comprising: a data input module configured to receive user-specific information including personal details, assets, and beneficiaries; a preprocessing unit configured to organize and format the received user-specific information; a template selection module configured to select a will template based on the received user-specific information; a will generation engine configured to populate the selected will template with the organized user-specific information; a user interface configured to display the generated will to the user for review and approval; a feedback module configured to receive user feedback and make necessary adjustments to the generated will; and a storage unit configured to store the received user-specific information, the selected will template, the generated will, and the user feedback.
Dependent Claims:
The system of claim 1, wherein said data input module is configured to receive user-specific information through a secure online portal.
The system of claim 1, wherein said preprocessing unit is configured to perform data validation checks to ensure the completeness and accuracy of the received user-specific information.
The system of claim 1, wherein said template selection module is configured to utilize machine learning algorithms to select the most appropriate will template based on the received user-specific information.
The system of claim 1, wherein said will generation engine is further configured to incorporate state-specific legal requirements into the generated will.
The system of claim 1, wherein said user interface is configured to allow users to make manual adjustments to the generated will before final approval.
The system of claim 1, wherein said feedback module is configured to utilize the received user feedback to improve the accuracy and relevance of future will generations.
The system of claim 1, wherein said storage unit is configured to store the generated wills in an encrypted format to ensure data security and privacy.
The system of claim 1, wherein said user interface is further configured to provide users with explanations and guidance on the legal implications of the will content.
The system of claim 1, wherein said will generation engine is configured to automatically update the generated will in response to changes in relevant laws and regulations.
Dated 05 December 2024 Pallavi Sinha
IN/PA- 4068
Agent for the Applicant