Patent ID: 8204834

Claim:
A computer-implemented method for modeling a disposition of an estate, the method comprising: receiving, at a user interface to a computer, balance sheet inputs for a first individual, the balance sheet inputs including an asset and asset value information; receiving, at a user interface to a computer, an indication of a first conveyance event; receiving, at a user interface to a computer, first estate document inputs for the first individual, the estate document inputs including a first conveyance instruction associating the asset and a first beneficiary, the first conveyance instruction corresponding to the first conveyance event; estimating, using a processor, a first tax liability value associated with the asset, the first tax liability corresponding to the first conveyance instruction and the first conveyance event; comparing the first tax liability value to the asset value information to generate a liquidity analysis report corresponding to the first conveyance event; generating, using a computer, a first flowchart corresponding to the first conveyance event, the first flowchart visually representing the first conveyance instruction; generating an alternate conveyance instruction; estimating an alternate tax liability value corresponding to the alternate conveyance instruction and an alternate conveyance event; and comparing the alternate tax liability value and the first tax liability value to identify a preferred conveyance instruction.