Estate Account Management

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20150254794A1
SERIAL NO

14329152

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ATTORNEY / AGENT: (SPONSORED)

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Abstract

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Systems and methods for managing accounts associated with an estate. Estate data for an estate is received. The received estate data is verified. Closing data is generated for an account associated with the estate using the estate data. The closing data for the account is used to facilitate closing the account associated with the estate. In facilitating closing of the account associated with the estate, the closing data is sent to a first account system for the account to cause the account to be closed.

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Patent Owner(s)

Patent OwnerAddress
DOCUSIGN INC221 MAIN STREET SUITE 1000 SAN FRANCISCO CA 94105

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Levin, Woodrow H San Francisco, US 5 57
Moss, Joseph G Danville, US 5 57

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