JP2019212233A - Information processing device, information processing method and program - Google Patents

Abstract

To provide an information processing device or the like capable of appropriately supporting will preparation.SOLUTION: An information processing device 1 includes a reception part for receiving a setting input for setting inheritors, an acquisition part for acquiring property information about inherited property owned by a testator, a first generation part for generating a division plan of the inherited property to be distributed to a plurality of inheritors, a second generation part for generating a sample document of a will on the basis of the division plan, and an output part for outputting the generated sample document.SELECTED DRAWING: Figure 1

Description

  The present invention relates to an information processing apparatus, an information processing method, and a program.

  A system that supports various tasks associated with inheritance of property has been proposed. For example, Patent Document 1 is a property division simulation device for corporate managers, which calculates an inheritance tax amount by performing an inheritance property division simulation, and provides a sense of fairness among the heirs, the spouse's living funds, A property division simulation apparatus that evaluates each evaluation item such as a diversification risk is disclosed.

Japanese Patent No. 6166493

  However, the invention according to Patent Document 1 only proposes a method for dividing inherited property, and effectively supports practical work that occurs in the will or relatives of the will in connection with the creation of the will. Not reached.

  In one aspect, an object is to provide an information processing apparatus and the like that can appropriately support the creation of a will.

  In one aspect, the information processing apparatus includes a reception unit that receives a setting input for setting an heir, an acquisition unit that acquires property information regarding the inheritance owned by the testator, and the inheritance that is distributed to a plurality of the heirs. A first generation unit that generates a division plan for property, a second generation unit that generates a sample document of a will based on the division plan, and an output unit that outputs the generated sample document, To do.

  In one aspect, it can adequately support the will preparation.

It is a schematic diagram which shows the structural example of a will preparation support system. It is a block diagram which shows the structural example of a server. It is explanatory drawing which shows an example of the record layout of user DB. It is explanatory drawing which shows an example of the heir setting screen. It is explanatory drawing which shows an example of a simulation screen. It is explanatory drawing which shows an example of a property list. It is explanatory drawing which shows an example of the sample document of a will. It is a flowchart which shows an example of the process sequence which a server performs. It is a flowchart which shows an example of the process sequence of the subroutine of property information acquisition. 10 is a flowchart illustrating an example of a processing procedure executed by a server according to the second embodiment.

Hereinafter, the present invention will be described in detail with reference to the drawings illustrating embodiments thereof.
(Embodiment 1)
FIG. 1 is a schematic diagram illustrating a configuration example of a will creation support system. In this embodiment, a will creation support system that supports creation of a self-written certificate will is described. The will creation support system includes an information processing apparatus 1, terminals 2, 2, 2,. The devices are connected to each other via a network N such as the Internet.

  The information processing apparatus 1 is an information processing apparatus capable of various information processing and information transmission / reception, and is, for example, a server apparatus or a personal computer. In the present embodiment, it is assumed that the information processing apparatus 1 is a server apparatus. In the following description, the information processing apparatus 1 is replaced with the server 1 for the sake of brevity. The server 1 is a server device of a provider that provides a will creation support service according to the present system, and provides a web service that accepts input of information on a web browser and generates a sample of property inventory and will.

  The terminal 2 is a terminal device of each user who uses this system, and is, for example, a personal computer or a multifunction terminal. In addition, the user of this system is not limited to a will person, For example, a relative of a will person etc. may be sufficient. In the following description, for the sake of convenience, it is assumed that the user is the will person. The terminal 2 communicates with the server 1 to display a screen described later, receives information input from the user, and requests the server 1 to generate a sample will and a property list. In response to a request from the terminal 2, the server 1 generates a sample will and a property inventory and outputs it to the terminal 2.

FIG. 2 is a block diagram illustrating a configuration example of the server 1. The server 1 includes a control unit 11, a main storage unit 12, a communication unit 13, and an auxiliary storage unit 14.
The control unit 11 includes an arithmetic processing unit such as one or a plurality of CPUs (Central Processing Units), MPUs (Micro-Processing Units), and GPUs (Graphics Processing Units), and stores the program P stored in the auxiliary storage unit 14. Various information processing, control processing, and the like related to the server 1 are performed by reading and executing. The main storage unit 12 is a temporary storage area such as a static random access memory (SRAM), a dynamic random access memory (DRAM), or a flash memory, and temporarily stores data necessary for the control unit 11 to execute arithmetic processing. Remember. The communication unit 13 includes a processing circuit for performing processing related to communication, and transmits and receives information to and from the terminal 2 and the like.

  The auxiliary storage unit 14 is a large-capacity memory, a hard disk, or the like, and stores a program P and other data necessary for the control unit 11 to execute processing. In addition, the auxiliary storage unit 14 stores catalog data D1, will data D2, and user DB 141. The inventory data D1 and the will data D2 are template data used as templates for the server 1 to generate the property inventory and the will document sample. The user DB 141 is a database that stores information on each user.

  The auxiliary storage unit 14 may be an external storage device connected to the server 1. Further, the server 1 may be a multi-computer composed of a plurality of computers, or may be a virtual machine constructed virtually by software.

  Further, in the present embodiment, the server 1 is not limited to the above configuration, and may include, for example, a reading unit that reads information stored in a portable storage medium.

  FIG. 3 is an explanatory diagram showing an example of the record layout of the user DB 141. The user DB 141 includes a user ID column, name column, heirs column, and property column. The user ID column stores identification information for identifying each user. The name column stores the name of the user in association with the user ID. The heir train stores information on a person registered as an heir by the user in association with the user ID. The property column stores various types of information registered as property owned by the user (will) in association with the user ID.

FIG. 4 is an explanatory diagram showing an example of the heir setting screen. FIG. 4 shows an example of a setting input screen on which the user sets each heir. The outline of this system will be described below.
The heir setting screen includes a family tree 40 and a list of heirs 50. The family tree 40 is a family tree showing a user's relatives, and is a family tree in which a notation column indicating a person corresponding to the user's relatives is configured as an input column 41 for inputting the name of the heir. The heirs list 50 is a list that displays estimated heirs, legal inheritances, and the like according to text input in the input field 41.

  The user performs setting input for setting one or more heirs according to the guidance display on the heir setting screen. Specifically, the server 1 displays on the terminal 2 a family tree 40 that has been templated in advance. The terminal 2 accepts text input of the name of the heir in the input field 41 associated with the relationship. As a result, the server 1 accepts an input for setting the heir. By inputting the name of the heir in each input field 41 according to the family tree 40, the user can easily set the heir.

  In FIG. 4, the name of the heir is input according to the family tree 40. However, the heir information may be sequentially input in a question-and-answer format, for example. That is, the server 1 only needs to allow the user to set and input an heir in accordance with a predetermined guidance display, and the format of the guidance display is not particularly limited.

  The terminal 2 displays information on each heir in the heir list 50 based on the text input to the family tree 40. For example, the terminal 2 displays the inheritance and name of the heir, the legal inheritance of the heir, and the surrender. Legal inheritance is an inheritance stipulated in the Civil Code and is the proportion of the amount of inherited property that each legal heir inherits when there is no will. The remaining portion is the ratio of the amount of inherited property that each legal heir can inherit at a minimum. The server 1 displays the input heir summary in the heir list 50.

  FIG. 5 is an explanatory diagram illustrating an example of a simulation screen. After completing the setting input on the heir setting screen, the server 1 performs a property splitting simulation and outputs a splitting plan to the simulation screen as to how the user's possession is to be inherited to each heir.

  On the simulation screen, the division plan generated by the server 1 is displayed in a table format. Specifically, the amount of each possessed property is displayed together with the type, details, and other detailed information (for example, an account number for deposit savings) of each retained property held by the user. In addition, each heir set on the heir setting screen is associated with each owned property, and the amount of each property to be inherited by the heir is displayed. In FIG. 5, the inheritance amount of the heir is displayed in the hatched column.

  For example, before performing the simulation, the server 1 displays an input screen (not shown) on the terminal 2 and receives input of property information regarding the inherited property from the user via the input screen. For example, the server 1 accepts input of various property information necessary to create a sample document of property inventory and will, such as types and details shown in the list of FIG.

  Here, the server 1 does not allow the user to manually input all property information but performs input support for automatically acquiring certain information.

  Specifically, when the property owned by the user is a real estate, the user sends a captured image obtained by capturing a document describing information on the real estate or a scanned image obtained by optically reading the document via the terminal 2. Send to server 1. The document is, for example, a copy of a registry book, a property tax payment notice, or the like, and is a document on which a notation for registering real estate is written. The server 1 acquires image data, which is a captured image or a scanned image, from the terminal 2 and extracts real estate information from the image data by character recognition or the like. For example, the server 1 extracts location information representing the location of the real estate on registration, such as a lot number and a house number.

  When inheriting real estate, it is not essential to specify the real estate by registration information such as lot number, house number, etc. in the will, but from the viewpoint of real estate registration after inheritance, etc. The one described is more convenient. Also, when acquiring real estate price information from an external API (Application Programmable Interface), which will be described later, it is easy to search for accurate price information by using accurate location information. Therefore, in the present embodiment, accurate information input is supported by extracting the above-described real estate location information from image data such as a registered copy.

  Further, the server 1 acquires price information related to the evaluation value from a predetermined external API for a specific property whose evaluation value is disclosed on the Internet among various inherited properties. The specific property is, for example, real estate or securities. For example, the server 1 acquires property price information from an external API that publishes route price information. In addition, the server 1 acquires stock price information from an external API that publishes stock price information. The server 1 automatically calculates the evaluation value of the real estate, securities, etc. held by the user based on the acquired price information.

  In the above description, the property for which price information is acquired is assumed to be real estate and securities. For example, the server 1 is a financial institution system that manages a user's financial account after obtaining the user's permission. You may make it acquire the amount of deposits from. In other words, the server 1 only needs to be able to acquire price information indicating the amount of the property held by the user from the outside, and the target is not limited to real estate and securities.

  The server 1 performs a simulation for generating a division plan of inherited property to be distributed to each heir based on the property information including price information. For example, the server 1 first generates a division plan so that the amount of legal inheritance is allocated to each heir according to the relationship with the will. For example, in the case shown in FIG. 5, the server 1 assigns each inheritance so that a half of the inheritance is allocated to the spouse A and a quarter of the inheritance is allocated to the children B and C. The division plan that assigns the property to the person is output as the default division plan.

  After outputting the default division plan, the server 1 receives from the terminal 2 a manual change input for changing the distribution of the inherited property allocated to each heir, and re-executes the simulation according to the changed distribution. For example, the server 1 accepts a change input by accepting an operation input for entering an arbitrary amount in a field indicated by hatching in FIG. When the change input is received, the server 1 regenerates the division plan so as to satisfy the change contents, and outputs it to the simulation screen.

  Here, the server 1 checks whether or not the division plan changed by the manual input by the user is infringing each of the heirs, and outputs a warning to the simulation screen if the infringement is infringed. For example, in the table shown in FIG. 5, the “net property” column displays the inheritance amount allocated to each heir, and the “inheritor right” column displays the legally inherited property amount and the retained property amount. Has been. The server 1 determines whether the inheritance amount in the “net property” column, that is, the simulated inheritance amount, is less than the retained property amount given to each heir. For example, when the heir is a spouse, the server 1 determines whether the inheritance amount allocated to the spouse is less than a quarter of the amount corresponding to the remaining portion.

  If it is determined that the amount is less than the remaining portion, the server 1 displays a warning on the list. In FIG. 5, since the inheritance amount of the heir C is less than the retained property value, the “net property” column and the “retained property amount” column of the heir C are different from the other display columns. Highlight. In FIG. 5, the highlighting is shown in bold and italic for convenience of illustration. As a result, the user can easily grasp the infringement of the remains.

  In addition, the server 1 may generate | occur | produce the division | segmentation plan so that it may become unshared between heirs about real estate at the time of simulation. For example, when the server 1 receives the input of the distribution change, the server 1 also receives a setting input as to whether or not the property is not shared between the heirs. When receiving the setting input indicating that the real estate is not shared, the server 1 distributes so that one heir is assigned to one real estate. When a plurality of heirs inherit the same property, troubles between heirs after the inheritance tend to occur. Therefore, the server 1 provides an option setting for not sharing the real estate, and generates a division plan so that the same real estate is not assigned to a plurality of heirs.

  Further, when executing the simulation, the server 1 not only determines the distribution of the inherited property but also simultaneously simulates the inheritance tax amount generated for each heir. In FIG. 5, the column “inheritance tax calculation” corresponds to the simulation result of the inheritance tax amount. The server 1 calculates the inheritance tax amount according to the inheritance property assigned to each heir, and displays the inheritance tax amount for each heir in the list.

  Specifically, the server 1 calculates the inheritance tax amount generated for the heir, and also calculates the asset amount of the predetermined easily convertible asset among the inherited assets allocated to the heir, thereby calculating the asset amount of the easily convertible asset. The amount of surplus funds (amount) after tax payment after deducting the inheritance tax amount is calculated and displayed on the list. The easily convertible asset is an inherited property that can be easily converted into deposits, securities, etc., for example, and is determined in advance in the server 1. In FIG. 5, the column “Surplus funds after tax payment” corresponds to the surplus funds after tax payment. Here, in the example of FIG. 5, the surplus of the heir B has a negative balance, and it can be seen that the heir B has a lack of funds due to the inheritance. Thus, the user can be given an opportunity to reconsider the simulation result and change the distribution of the inherited property.

  The user repeats the above simulation using this system and determines the distribution of the inherited property described in the will. After the simulation is completed, the server 1 generates a will document sample document and a property inventory based on the simulation result.

  FIG. 6 is an explanatory diagram showing an example of a property list. FIG. 7 is an explanatory diagram showing an example of a will document sample. 6 and FIG. 7 conceptually illustrate the property inventory generated by the server 1 based on the above-described division plan and the will document sample.

  First, the server 1 generates a property list illustrated in FIG. 6 based on property information of various inherited properties acquired via the terminal 2 or the like. The property list is a list in which the property held by the heir is listed, and is a document created for use in property inheritance. For example, as shown in FIG. 6, in the property list, each inherited property is described in a table format for each property type, and all inherited properties are described in association with a continuous serial number (property detail number) regardless of the type. The The server 1 generates a property list in which property information of various inherited properties is collected in a list in association with the property specification number, and outputs the property list to the terminal 2. For example, the server 1 generates document data in which the property information of the inherited property is stored in the inventory data D1 that is a model of the property list, and outputs the document data to the terminal 2.

  Further, the server 1 generates a sample document of a will that describes the inheritance to be inherited by each heir based on the division plan generated by the simulation. The sample document is a document that the user uses as a reference when creating the will of the handwritten certificate, and is a document that describes the name, relationship, inherited property, etc. of the heir in a format that complies with the law. For the will data D2 as a template of the will, the server 1 assigns each heir who has determined the distribution on the simulation screen and information such as the name and relationship of each heir set on the heir setting screen. Document data storing property information of the property is generated and output to the terminal 2.

  For example, the server 1 generates a sample document specifying the inherited property with the notation corresponding to the property list of FIG. Specifically, as shown in FIG. 7, the server 1 generates a sample document in which the inheritance property is described by the property specification number assigned to each inheritance property in the property list. Thereby, the amount of description by a will person can be reduced and it can be made convenient.

  Naturally, the will of the handwritten certificate must be written by the will, but there are various legal and practical points to note regarding the description of the will, and it is not easy for individuals to create it. From such a background, in many cases, a will is prepared with a fair will, not a self-written will, and the will prepares a will at a high cost and time.

  Therefore, in the present embodiment, the server 1 generates a will document sample document and provides it to the user. The user can write his will by referring to the sample document. In addition, since the distribution of inherited property is determined so that there is no infringement of leftovers during the simulation, the user can create an appropriate will in terms of content as well as form.

  As described above, the server 1 receives the setting input of the heir in accordance with the guidance display (family tree 40) on the heir setting screen, and performs the simulation related to the inheritance on the simulation screen to generate the division plan of the inherited property. Then, the server 1 generates a sample document of a will according to the division plan and a property list and provides it to the user. Thereby, the user can smoothly perform a series of steps associated with the will creation, and can appropriately support the will creation.

FIG. 8 is a flowchart illustrating an example of a processing procedure executed by the server 1. Based on FIG. 8, the processing content which the server 1 performs is demonstrated.
The control unit 11 of the server 1 outputs to the terminal 2 an heir setting screen for allowing the user to set and input an heir to inherit the property owned by the user according to a predetermined guidance display (step S11). For example, the control unit 11 outputs to the terminal 2 an heir setting screen including a family tree 40 in which the notation field of the user's relative is the input field 41. The control unit 11 accepts an input setting of the heir by receiving a text input of the name of each heir in the input field 41 constituting the family tree 40 (step S12).

  The control part 11 performs the subroutine which acquires the property information regarding the inheritance which a user holds (step S13). For example, the control unit 11 shifts the terminal 2 to a screen (not shown) and individually receives information input for various possessed properties owned by the user. Further, for example, when the inherited property is real estate, the server 1 acquires image data such as a registered copy and a fixed asset tax payment notice from the terminal 2 and extracts real estate information from the image data. Further, when the evaluation value is an inherited property disclosed on the Internet, such as real estate and securities, the server 1 acquires price information of the real estate and securities from the external API. As described above, the server 1 acquires property information from various routes, and stores the property information in the user DB 141 in association with the user ID.

  The control part 11 performs the simulation which produces | generates the division | segmentation plan which distributes the inheritance property to each heir (step S14). For example, the control unit 11 first generates a default division plan so that assets according to legal inheritance are distributed to each heir in accordance with the inheritance of each heir. In addition, the control unit 11 not only determines the allocation of the inherited property, but also calculates an inheritance tax amount according to the inherited property allocated to each heir, and subtracts the asset amount of the easily convertible asset from the inherited tax amount. By calculating the inheritance tax. In addition, when receiving a distribution change input in step S <b> 16 described later, the control unit 11 generates a division plan according to the changed distribution. In addition, according to the setting input by the user, the control unit 11 generates a division plan so that one property is not shared among a plurality of heirs when the inherited property is a property.

  The control unit 11 outputs a simulation screen indicating the generated division plan to the terminal 2 (step S15). For example, as illustrated in FIG. 5, the control unit 11 outputs the details of each property, the heir to inherit each property, the inheritance amount, the inheritance tax amount, the surplus funds, etc. in a tabular format on the simulation screen. In this case, the control unit 11 determines whether or not the inheritance amount of the inherited property distributed to each heir is less than the amount of the retained property property stipulated by law. And when it determines with the control part 11 being less than the amount of retained property property, the warning to that effect is output to a simulation screen.

  In the simulation screen, the control unit 11 accepts a change input for changing the distribution of the inherited property assigned to each heir (step S16). The control unit 11 determines whether or not the simulation is completed according to the operation input from the terminal 2 (step S17). When it determines with not completing simulation (S17: NO), the control part 11 returns a process to step S14, and re-executes simulation.

  When it is determined that the simulation is completed (S17: YES), the control unit 11 obtains a sample document of the will based on the division plan generated in step S14 and the property inventory of each inherited property for which property information has been acquired in step S13. Generate (step S18). The sample document is a document to be referred to when the user prepares the will of the handwritten certificate, and is a document that describes the inherited property to be inherited by each heir based on the division plan according to a format stipulated by law. The property list is a list showing a list of inherited properties owned by the user. For example, the control unit 11 generates a sample document that specifies (describes) the inherited property for each heir with a notation (for example, property specification number) corresponding to the property list for the sample document of the will. The control unit 11 outputs the generated sample document and property list to the terminal 2 (step S19), and ends a series of processing.

FIG. 9 is a flowchart illustrating an example of a processing procedure of a property information acquisition subroutine. Based on FIG. 9, the processing content of the subroutine of step S13 will be described.
The control unit 11 of the server 1 shifts the terminal 2 to an input screen (not shown) and accepts input of property information related to inherited property held by the user (step S31). For example, the control unit 11 first receives input of attribute information such as property type and details in step S31, and in step S35 described later, more detailed property information (for example, an account number of a financial account, a security brand, etc.) Accept input.

  The control unit 11 determines whether or not the inherited property is a real estate based on the property information input in Step S31 (Step S32). When it determines with it being a real estate (S32: YES), the control part 11 acquires the image data which imaged or scanned the document in which the information of the said real estate was described from the terminal 2 (step S33). For example, the control unit 11 acquires image data such as a copy of a registry book and a property tax payment notice. The control unit 11 extracts real estate information from the acquired image data (step S34). For example, the control unit 11 extracts real estate location information such as a registered lot number and house number to be described in the will.

  When it is determined that the inherited property input in step S31 is not real estate (S32: NO), the control unit 11 receives input of property information more detailed than the information input in step S31 from the terminal 2 (step S35). . For example, when the inherited property is a deposit and saving, the control unit 11 accepts input of an account number of a financial account, a branch name, a bank name, and the like.

  After executing the process of step S34 or S35, the control unit 11 determines whether or not the inherited property for which the property information is input in step S31 or the like is a specific property from which price information indicating an evaluation amount can be acquired from the outside. Determination is made (step S36). For example, the control unit 11 determines whether or not the property is a real estate or securities whose evaluation value is disclosed on the Internet. When it determines with it being a specific property (S36: YES), the control part 11 acquires price information from the predetermined | prescribed external API which has disclosed the evaluation amount of the said specific property (step S37). The control unit 11 calculates the price of the possessed property of the user based on the acquired price information. When it determines with it not being a specific property (S36: NO), the control part 11 receives the input of the price information of an inheritance property from the terminal 2 (step S38). For example, when the inherited property is a loan, the control unit 11 receives an input of the amount of the loan.

  After executing the processing of step S37 or S38, the control unit 11 determines whether or not the input of property information has been completed for all the inherited properties owned by the user, according to the operation input from the terminal 2 (step S39). When it determines with the input not being completed (S39: NO), the control part 11 returns a process to step S31. If it is determined that the input has been completed (S39: YES), the control unit 11 returns a subroutine.

  In addition, although the above demonstrated the case where a self-written certificate will is created, you may apply this Embodiment to creation of a fair certificate will. That is, the will that the server 1 generates the sample document is not limited to the self-written certificate will.

  In addition, for the sake of convenience, the above description is based on the assumption that the heir is an estimated heir (legal heir). However, the present embodiment is not limited to this, and the beneficiary designated by the testator as the recipient of the property. May also be included as heirs herein.

  As described above, according to the first embodiment, a simulation for generating a division plan of inherited assets to be distributed to each heir is performed, and a sample document of a self-written certificate will according to the generated division plan is generated. Thereby, it is possible to solve various problems associated with the creation of a will, particularly the creation of a self-written certificate will, and appropriately support the user.

  Further, according to the first embodiment, a property list is generated together with a sample will. As a result, it is possible to support the creation of a will more appropriately.

  Moreover, according to this Embodiment 1, the inheritance tax payment simulation is performed together with the simulation, and presented to the user. As a result, it is possible to support the creation of a will that has not only a legal problem but also a financial problem.

  Further, according to the first embodiment, the remaining portion is checked during simulation, and a warning is output if the remaining portion is infringed. As a result, infringement of the remains can be easily avoided.

  Further, according to the first embodiment, it is possible to support the input of property information by the user by extracting the location information of the real estate from the image data such as a registered copy obtained from the terminal 2.

  Further, according to the first embodiment, it is possible to assist the user in inputting property information by collecting price information published on the Internet for specific properties such as real estate and securities.

  Further, according to the first embodiment, the division plan is generated so that the real estate is not shared among a plurality of heirs. Thereby, the situation where the trouble between heirs arises can be avoided.

(Embodiment 2)
In the first embodiment, the form in which the remaining portion is checked in the simulation when the will is created and a warning is output on the simulation screen has been described. In this embodiment, a description will be given of a mode in which the price information of the possessed property of the user is continuously monitored even after the will is created, and the push notification is made so that the will will be reviewed when it falls below the remaining portion. In addition, about the content which overlaps with Embodiment 1, the same code | symbol is attached | subjected and description is abbreviate | omitted.

  In the present embodiment, a description will be given assuming that the series of processing described in Embodiment 1 has been completed and a will has been created by the user. As described in the first embodiment, the server 1 stores property information of each inherited property held by the user in the user DB 141. Among these, the server 1 continuously acquires price information even after the simulation is completed for a specific property that can be evaluated from an external API, that is, real estate and securities.

  For example, the server 1 reacquires price information every predetermined period (for example, one month), and re-executes the simulation. As a result of the re-simulation, when the property value of the inherited property distributed to the heir becomes less than the retained property value, the server 1 performs a push notification to the terminal 2 so as to review the will. As a result, the user can prevent a situation in which the remaining portion is infringed with a subsequent price fluctuation.

FIG. 10 is a flowchart illustrating an example of a processing procedure executed by the server 1 according to the second embodiment. Based on FIG. 10, the processing content which the server 1 which concerns on Embodiment 2 performs is demonstrated.
The control unit 11 of the server 1 determines whether or not a predetermined period (for example, one month) has elapsed (step S201). When it determines with the predetermined period not having passed (S201: NO), the control part 11 waits for a process. If it is determined that the predetermined period has elapsed (S201: YES), the control unit 11 acquires current price information from the external API for the specific property held by the user (step S202). For example, the control unit 11 acquires price information indicating the evaluation amounts of real estate and securities.

  The control unit 11 recalculates the inheritance amount of each heir based on the acquired price information, and determines whether or not there is an heir whose proportion of the inheritance amount is less than the remaining portion (step S203). If it is determined that there are no heirs less than the remaining portion (S203: NO), the control unit 11 returns the process to step S201.

  When it is determined that there are heirs less than the remaining portion (S203: YES), the control unit 11 transmits a push notification that prompts the user to recreate (regenerate) the inventory and the will of the property (step S204). . The control unit 11 returns the process to step S201.

  In the above description, the remaining portion is exemplified as a condition for performing the push notification. However, the present embodiment is not limited to this. For example, the server 1 may use the inheritance tax amount as a condition for push notification, and may perform push notification when the surplus amount of funds obtained by subtracting the easy-to-convert asset amount from the inheritance tax amount becomes negative. In other words, the server 1 only needs to be able to make a notification according to the price information of the inherited property, and the conditions for the notification are not limited to the remaining portion.

  As described above, according to the second embodiment, the amount of property is continuously monitored even after the will is created, and a push notification is performed as necessary. Thereby, re-creation of a will can be supported.

  The embodiments disclosed herein are illustrative in all respects and should not be considered restrictive. The scope of the present invention is defined by the terms of the claims, rather than the meanings described above, and is intended to include any modifications within the scope and meaning equivalent to the terms of the claims.

1 server (information processing equipment)
DESCRIPTION OF SYMBOLS 11 Control part 12 Main memory part 13 Communication part 14 Auxiliary memory part P Program D Inventory data D Will data 141 User DB
2 terminal

Claims (11)

A reception unit that accepts a setting input for setting an heir;
An acquisition department for acquiring property information on the inherited property held by the will,
A first generation unit that generates a division plan of the inherited property to be distributed to a plurality of the heirs;
A second generation unit that generates a sample document of a will based on the split proposal;
An information processing apparatus comprising: an output unit that outputs the generated sample document. The second generation unit further generates a property inventory of the inherited property based on the property information,
The information processing apparatus according to claim 1, wherein the output unit outputs the sample document and a property list. A first calculation unit for calculating an inheritance tax amount generated by the heir based on the split proposal;
A second calculation unit that calculates an amount obtained by subtracting the inheritance tax amount from an asset amount of a predetermined easily convertible asset among the inherited assets allocated to the heir in the split proposal. Item 3. The information processing apparatus according to item 1 or 2. The accepting unit accepts a change input for changing the distribution of the inherited property assigned to the heir in the split proposal;
A determination unit for determining whether or not the distribution of the inherited property allocated to the heir is less than the remaining portion to be allocated to the heir;
The information processing apparatus according to claim 1, further comprising: a warning unit that outputs a warning when it is determined that the amount is less than the remaining portion. The acquisition unit
Obtain image data of a document in which information on real estate that is the inherited property is written,
5. The information processing apparatus according to claim 1, wherein location information representing a location of the real estate in registration is extracted from the acquired image data. The acquisition unit acquires price information indicating the amount of property of the specific inherited property from the outside for the specific inherited property,
The information processing apparatus according to claim 1, wherein the first generation unit generates the division plan based on the acquired price information. After the output of the sample document, the acquisition unit continuously acquires the price information,
The information processing apparatus according to claim 6, further comprising a notification unit configured to notify the user to recreate the will in accordance with the acquired price information. The said 1st production | generation part produces | generates the said division | segmentation plan so that the said property may be unshared among the said heirs when the said inherited property is a property. The information processing apparatus according to any one of the above. Accept setting input to set heir,
Obtain property information about the inheritance owned by the will,
Generating a split of the inherited property to be distributed to a plurality of the heirs;
Based on the proposed split, generate a testament sample document,
An information processing method characterized by causing a computer to execute a process of outputting the generated sample document. Accept setting input to set heir,
Obtain property information about the inheritance owned by the will,
Generating a split of the inherited property to be distributed to a plurality of the heirs;
Based on the proposed split, generate a testament sample document,
A program for causing a computer to execute a process of outputting the generated sample document. A family tree in which the notation field of the person corresponding to the relative of the will is composed of text entry fields is displayed on the display section.
Accept setting input of heir name in the input field,
Accepts input of property information regarding the inherited property held by the will,
Based on the property information, display a division plan in which the inherited property is distributed to the heirs whose names are entered in the plurality of input fields constituting the family tree on the display unit. An information processing method characterized in that

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