JP2021077210A - Apparatus and method for supporting inheritance, and program executed in that apparatus - Google Patents

Abstract

To provide a program executed in an apparatus for supporting inheritance.SOLUTION: A program of the present invention is a program to be executed in an apparatus for supporting inheritance. The apparatus comprises a processor unit. When the program is executed by the processor unit, the program causes the processor unit to execute at least the steps of: receiving inheritance information for specifying at least some of procedures required for the inheritance; and evaluating the degree of likelihood of a tax office taking an interest in the inheritance, on the basis of the inheritance information.SELECTED DRAWING: Figure 1

Description

The present invention relates to devices and methods for supporting inheritance, and programs executed in the devices.

Conventionally, a method of consulting with a tax accountant regarding procedures for inheritance and the like has been known (see, for example, Non-Patent Document 1).

Tax accountant corporation Chester, "Don't be fooled by the net! Three points to choose a real tax accountant specializing in inheritance", [online], [Search on November 6, 1st year of Reiwa], Internet <URL: https: // chester-tax.com/encyclopedia/8766.html>

However, the current situation is that the hurdles for amateur counselors to ask tax accountants for inheritance consultations are still high. The inventor believed that it was necessary to develop new services to support inheritance in order to lower such hurdles.

An object of the present invention is to provide a device and a method capable of providing a new service for supporting inheritance, and a program executed in the device.

In one aspect of the present invention, the program of the present invention is a program executed in a device for supporting inheritance, the device including a processor unit, and the program being executed by the processor unit. At least to receive inheritance information to identify at least part of the procedure required for the inheritance and to assess the degree to which the tax office is likely to be interested in the inheritance based on the inheritance information. Let the processor unit perform the execution.

In one embodiment of the invention, the inheritance information includes a plurality of answers from the user of the device to a plurality of questions, and assessing the degree of likelihood that the tax office will be interested in the inheritance is said. It may include determining the degree of likelihood that the tax office will be interested in the inheritance based on the plurality of answers from the user to the plurality of questions.

In one embodiment of the present invention, determining the degree to which the tax office is likely to be interested in the inheritance based on the plurality of answers from the user to the plurality of questions is to the plurality of questions. When it is determined whether or not the plurality of answers from the user satisfy a predetermined condition, and when it is determined that the plurality of answers from the user to the plurality of questions satisfy a predetermined condition, the said It may include determining the degree of likelihood that the tax office corresponding to a given condition met will be interested in the inheritance.

In one embodiment of the invention, determining the degree to which the tax office is likely to be interested in the inheritance, based on the plurality of answers from the user to the plurality of questions, is to the plurality of questions. To calculate the evaluation score of the inheritance based on the plurality of responses from the user, and to determine the degree of possibility that the tax office will be interested in the inheritance based on the evaluation score of the inheritance. May include.

In one embodiment of the invention, the plurality of questions include at least the first question, the answer to the first question includes at least "yes" and "no", and the "first question" is " The first score is associated with the answer of "yes" in advance, and the calculation of the evaluation score of the inheritance is to answer the first question when the answer to the first question is "yes". It may include calculating the evaluation score of the inheritance based on at least the first score associated with the "yes" answer in advance.

In one embodiment of the present invention, the plurality of questions include at least a first question and a second question, and the answer to the first question includes at least "yes" and "no". The answer to the second question includes at least "yes" and "no", and the answer to "yes" to the first question is associated with the first score in advance, and the answer to the second question is answered. A second score different from the first score is associated with the answer of "yes" in advance, and the calculation of the evaluation score of the inheritance means that the answer to the first question is "yes". In the case, and when the answer to the second question is "yes", the first score associated with the answer to "yes" to the first question and "yes" to the second question are given. The answer may include calculating the evaluation score of the inheritance by at least accumulating the second score associated with the answer.

In one embodiment of the invention, the plurality of questions comprises some questions, and the answer to each of the few questions comprises at least "yes", "no", "don't know", said program. Determines whether or not the answer "I don't know" meets the predetermined conditions, and when it is determined that the answer "I don't know" meets the predetermined conditions, warns about the inheritance. The processor unit may be made to further execute what is presented to the user.

In one embodiment of the invention, the predetermined condition may be that the number of "don't know" answers to some of the questions is greater than or equal to a predetermined threshold.

In one embodiment of the invention, a "don't know" answer to each of the few questions is associated with a predetermined score in advance, and the predetermined condition is "don't know" to the some questions. The total score of the predetermined points associated with the answer to the above may be equal to or higher than the predetermined threshold value.

In one embodiment of the invention, the inheritance information includes a plurality of answers from the user of the device to the plurality of questions, and the program is based on the plurality of answers from the user to the plurality of questions. , The processor unit may further execute specifying at least one document necessary for the inheritance procedure and notifying the user of the specified at least one document.

In one embodiment of the invention, the degree to which the tax office is likely to be interested in the inheritance may be represented by a message, a number, or a combination thereof.

In one aspect of the invention, the device of the invention is a device for supporting inheritance, the device being a receiving means for receiving inheritance information to identify at least a part of the procedure required for the inheritance. And an evaluation means for evaluating the degree of possibility that the tax office will be interested in the inheritance based on the inheritance information.

In one aspect of the invention, the method of the invention is a method performed in a device for supporting inheritance, wherein the device comprises a processor unit, the method comprising the processor unit in the inheritance. Receiving inheritance information to identify at least part of the required procedure, and having the processor assess the degree of likelihood that the tax office will be interested in the inheritance based on the inheritance information. Including.

According to the present invention, it is possible to provide a device capable of providing a new service for supporting inheritance and a program executed in the device.

The figure which shows the structure of the computer system 100 for supporting inheritance The figure which shows an example of the structure of the information stored in the inheritance information database part 131. The figure which shows an example of the structure of the information stored in the document database part 132 The figure which shows an example of the structure of the information stored in the evaluation database part 133 Diagram showing an example of the processing flow for assessing the degree to which the tax office is likely to be interested in inheritance Diagram showing an example of the processing flow for issuing an inheritance warning Diagram showing another example of the processing flow for assessing the degree to which the tax office is likely to be interested in inheritance Diagram showing another example of the flow of processing for issuing an inheritance warning

Hereinafter, terms used in the present specification are defined.

The "yes" option / answer refers to any option / answer that indicates an affirmative answer to the question.

The "no" option / answer means any option / answer that indicates a negative answer to the question.

The option / answer "I don't know" refers to an arbitrary option / answer that indicates an answer that neither affirms nor denies the question or an answer that is unclear whether it is affirmative or negative.

1. 1. New Services to Support Inheritance Applicants propose new services to support inheritance. This service is intended to help the tax office perform the necessary procedures for inheritance by providing the user with a degree of likelihood of interest in inheritance. In this service, a plurality of questions regarding inheritance are presented to a user device (for example, a smartphone) held by the user. The user inputs a plurality of answers to a plurality of questions into the user device. Multiple answers entered by the user are analyzed by the user device and / or the server device connected to the user device via the network to assess the likelihood that the tax office will be interested in inheritance. The evaluation result is presented to the user device. This allows the user to accurately understand the degree to which the tax office is likely to be interested in the inheritance they are facing and consults with a tax accountant in an appropriate manner based on such prior information. It is possible.

Hereinafter, embodiments of the present invention will be described with reference to the drawings.

2. Configuration of Computer System for Realizing New Services FIG. 1 shows the configuration of a computer system 100 for supporting inheritance.

In the example shown in FIG. 1, the computer system 100 includes at least one user device ₁₁₀ 1 to 110 _N, the server device 120 to provide a program for supporting inheritance, and a database unit 130. At least one user device ₁₁₀ 1 to 110 _N is configured so as to be able to communicate with the server 120 via the Internet 140. At least one user device ₁₁₀ 1 to 110 _N and the server apparatus 120 is configured so as to be able to access the database 130 via the Internet 140. Here, N is an arbitrary integer of 1 or more.

The user device 110 ₁ includes an interface unit 111 that performs data communication via the Internet 140, a processor unit 112 including one or more CPUs (Central Processing Units), a memory unit 113, a display unit 114, and an input unit 115. And have. The user device 110 ₁ is preferably a mobile wireless terminal such as a mobile phone, a smartphone, a tablet terminal, a smart glass, or a smart watch terminal. The user device 110 ₁ is not limited to a portable wireless terminal such as a smartphone, and may be a personal computer such as a desktop PC, a laptop PC, or a notebook PC. Since the configurations of the user devices 110 _{2 to} 110 _N are the same as the configurations of the user devices 110 ₁ , the description thereof will be omitted here.

In addition to the basic programs such as the operating system (OS), application programs are installed in the user devices 110 _{1 to} 110 _N. Alternatively, the user device ₁₁₀ 1 to 110 _N may utilize the Web browser built program or additional programs. In this case, the user device ₁₁₀ 1 to 110 _N, it is possible to use the service on the Web browser without installing the application program.

The interface unit 111 controls communication with the server device 120.

The memory unit 113 stores a program required to execute the process, data required to execute the program, and the like. Here, it does not matter how the program is stored in the memory unit 113. For example, the program may be pre-installed in the memory unit 113. Alternatively, the program may be installed in the memory unit 113 by being downloaded via a network such as the Internet 140, or may be installed in the memory unit 113 via a storage medium such as an optical disk or USB. You may do so.

The processor unit 112 controls the operation of the entire _{user device 110 1.} The processor unit 112 reads the program stored in the memory unit 113 and executes the program. As a result, the user device 110 ₁ can function as a device that executes a desired step.

The server device 120 is an information processing device for managing a program for supporting inheritance. In the example shown in FIG. 1, the server device 120 includes an interface unit 121, a processor unit 122, and a memory unit 123. Since the interface unit 121, the processor unit 122, and the memory unit 123 of the server device 120 have the same configurations as the interface unit 111, the processor unit 112, and the memory unit 113 of _{the user device 110 1, they are described in detail here.} The explanation is omitted.

The database unit 130 is for storing information regarding inheritance. In the example shown in FIG. 1, the database unit 130 includes an inheritance information database unit 131, a document database unit 132, and an evaluation database unit 133.

In the example shown in FIG. 1, at least one user device 110 ₁ to 110 _N has been described as being configured to be able to communicate with the server apparatus 120 via the Internet 140, the present invention Is not limited to this. It is also possible to use any type of network instead of the Internet 140.

Further, in the example shown in FIG. 1, the database unit 130 is provided outside the server device 120, but the mode thereof does not matter. For example, the database unit 130 may be configured as a single external hard disk device of the server device 120, or may be configured as a storage on the cloud connected via a network. Alternatively, the database unit 130 can be provided inside the server device 120. The configuration of the database unit 130 is not limited to a specific hardware configuration. For example, the database unit 130 may be composed of a single hardware component or may be composed of a plurality of hardware components. Further, the configuration of each database unit included in the database unit 130 is not limited to a specific hardware configuration. For example, each database unit included in the database unit 130 may be composed of a single hardware component or may be composed of a plurality of hardware components.

FIG. 2A shows an example of the configuration of information stored in the inheritance information database unit 131.

The inheritance information database unit 131 stores information indicating a plurality of questions regarding inheritance and related information thereof. In the example shown in FIG. 2A, a plurality of options that can be selected as answers to the question are set for one question. Points are assigned to each of the plurality of options in advance, and some of the plurality of options have information (document ID) for identifying the documents necessary for carrying out the inheritance procedure. It is associated.

In the example shown in FIG. 2A, there are three options "self-employed" and "company" as answers to the question "What occupation did the deceased person engage in during his active career?" "Executive" and "Agriculture" are set. The options "self-employed", the option "company officer", and the option "agriculture" are assigned points "2", points "5", and points "3", respectively. In this way, when the options are different as answers to the same question, the points allocated in advance to the different options may be different. For example, if the pre-allocated score for the option "company officer" is "5" for the question "What occupation did the deceased person engage in during his active career?", That question will be sent to the user device. When presented, when the user answers the question and selects the option "Company Officer" (ie, when an input indicating the option "Company Officer" is entered into the user device), the option "Company Officer" is selected. It indicates that the pre-allocated point allocation "5" is added to the user. Similarly, the pre-allocated score of "3" for the option "Agriculture" to the question "What occupation did the deceased person engage in during his active career?" When presented, when the user answers the question and selects the option "Agriculture" (ie, when an input indicating the option "Agriculture" is entered into the user device), it is pre-allocated to the option "Agriculture". It is shown that the score "3" is added to the user.

It should be noted that there may be a question presented to the user device only when a specific condition is met. For example, the question corresponding to "No. 2" shown in FIG. 2A corresponds to such a question. Specifically, the question "Did the deceased person have an urbanized area farmland?" Corresponding to "No. 2" has the option "Agriculture" as an answer to the question corresponding to "No. 1". It is presented to the user device on condition that it is selected.

Also, the number of choices as an answer to one question is not limited to three. The number of choices as an answer to one question is any integer greater than or equal to two. For example, the number of choices as an answer to one question may be four, such as the answer to the question corresponding to "No. 3".

In addition, there may be three options for answering one question: "yes", "no", and "don't know". For example, an option as an answer to a question corresponding to "No. 2", "No. 4" to "No. 7" shown in FIG. 2A is an example of such an option. Alternatively, the options for answering one question may be three or more options including at least three of "yes", "no", and "don't know". Alternatively, the option as an answer to one question may be two or more options including at least two of "yes" and "no".

Further, one document ID may be associated with one option. For example, the option "Yes" as an answer to the question corresponding to "No. 2" and "No. 4" shown in FIG. 2A is an example of such an option. Specifically, the option "Yes" as an answer to the question corresponding to "No. 2" is associated with the document ID "A", and the option as an answer to the question corresponding to "No. 4". The document ID "B" is associated with "Yes". As a result, when the user answers "yes" to the question corresponding to "No. 2", the document identified by the document ID "A" is specified, and the user answers the question corresponding to "No. 4". If you answer "yes" to the answer, the document identified by the document ID "B" is specified.

Further, a plurality of document IDs may be associated with one option. For example, the option "No" as an answer to the question corresponding to "No. 5" shown in FIG. 2A and the option "Yes" as an answer to the question corresponding to "No. 6" shown in FIG. 2A are as described above. This is an example of various options. Specifically, the option "No" as an answer to the question corresponding to "No. 5" is associated with the document IDs "D" and "E", and the question corresponding to "No. 6" is answered. Document IDs "F" and "G" are associated with the answer option "Yes". As a result, when the user answers "No" to the question corresponding to "No. 5", the document identified by the document ID "D" and the document identified by the document ID "E" are identified. When the user answers "yes" to the question corresponding to "No. 6", the document identified by the document ID "F" and the document identified by the document ID "G" are identified.

In addition, a document ID may be associated with each of several of the plurality of options as answers to one question. For example, an option as an answer to the question corresponding to "No. 5" is an example of such an option. Specifically, the option "Yes" as an answer to the question corresponding to "No. 5" is associated with the document ID "C", and the option as an answer to the question corresponding to "No. 5". Document IDs "D" and "E" are associated with "No". As a result, when the user answers "yes" to the question corresponding to "No. 5", the document identified by the document ID "C" is specified, and the user answers the question corresponding to "No. 5". If "No" is answered, the document identified by the document ID "D" and the document identified by the document ID "E" are identified.

Further, the document ID may be selectively associated with one option. For example, the option "Yes" as an answer to the question corresponding to "No. 7" shown in FIG. 2A is an example of such an option. Specifically, the document IDs "H" and "I" are selectively associated with the option "Yes" as an answer to the question corresponding to "No. 7". As a result, when the user answers "yes" to the question corresponding to "No. 7", the document identified by the document ID "H" or the document identified by the document ID "I" is specified.

In addition, different points may be assigned in advance to the same option "Yes" as an answer to a different question. For example, the points assigned in advance to the option "Yes" as an answer to the question corresponding to "No. 2", "No. 4", and "No. 5" are different from each other.

FIG. 2B shows an example of the configuration of the information stored in the document database unit 132.

Information indicating a document is stored in the document database unit 132. The information indicating the document is associated with the information for identifying the document (document ID). In the example shown in FIG. 2B, the document ID "A" is associated with the "registration certificate", and the document ID "B" is associated with the "guardian supervisor's registration certificate". The document ID "C" is associated with a "will", the document ID "D" is associated with a "property division agreement", and the document ID "E" is associated with an "inheritance". A "certificate of seal for all persons" is associated, a "gift contract" is associated with the document ID "F", and a "copy of the gift tax declaration" is associated with the document ID "G". The document ID "H" is associated with a "notice of payment of death and testament", and the document ID "I" is associated with a "copy of the payment deposit account".

FIG. 2C shows an example of the configuration of the information stored in the evaluation database unit 133.

The evaluation database unit 133 stores information indicating the correspondence between the evaluation of inheritance and the degree of possibility that the tax office will be interested in inheritance. In the example shown in FIG. 2C, the evaluation of inheritance is represented by the evaluation score. In the example shown in Fig. 2C, the evaluation score is "0 to 10 points" and the message "There is no possibility that the tax office will be interested in the inheritance." Corresponding, the evaluation score "11-40 points" and the message "There is almost no possibility that the tax office will be interested in the inheritance", which indicates the degree of possibility that the tax office will be interested in the inheritance. The evaluation score is "41-90 points" and the message "The tax office may be interested in the inheritance" indicating the degree of possibility that the tax office will be interested in the inheritance. "91 points ~" and a message indicating the degree of possibility that the tax office will be interested in inheritance "There is a high possibility that the tax office will be interested in the inheritance."

In the example shown in FIG. 2C, an example in which the degree of possibility that the tax office is interested in inheritance is qualitatively expressed in sentences has been described, but the present invention is not limited to this. For example, the degree of possibility that the tax office may be interested in inheritance may be quantitatively expressed numerically. An example of a message expressed in this way is the message "The tax office is more than 80% likely to be interested in the inheritance." Alternatively, the degree of possibility that the tax office may be interested in inheritance may be expressed by combining a qualitative written expression and a quantitative numerical expression. An example of a message expressed in this way is the message "The tax office is likely to be interested in the inheritance (80% or more)."

3. 3. Processing in a computer system Figure 3 shows an example of a processing flow for assessing the degree to which the tax office is likely to be interested in inheritance. This process is an example of the process executed by the processor unit 112 of the user apparatus 110 _1. This process is expressed in the form of a program, for example. It is assumed that the user device 110 ₁ is a user device operated by the user A. Hereinafter, each step shown in FIG. 3 will be described in detail.

Step S301: A process of presenting the inheritance support form for supporting the inheritance to the user A is executed. This process refers to the inheritance information database section 131, it is achieved by displaying the inheritance support form on the display unit 114 of the user device 110 _1. This process is performed, for example, in response to receiving via the input unit 115 of user device 110 ₁ user input requesting the presentation of inheritance support form.

The inheritance support form contains multiple questions about inheritance. The plurality of questions regarding inheritance are, for example, a plurality of questions stored in the inheritance information database unit 131. The mode of presenting a plurality of questions to the user A is arbitrary. For example, presenting a plurality of questions to user A may be performed in a questionnaire format or interactively. The inheritance support form may further include an input form in which questions regarding inheritance can be entered. The user A creates the inheritance information of the user A by answering the question about the inheritance on the inheritance support form and inputting the question about the inheritance on the input form.

Step S302: Inheritance information for identifying at least a part of the procedure required for inheritance is received from user A. When the user A completes a plurality of answers to the plurality of questions regarding inheritance via the input unit 115 of the user device 110, the plurality of answers from the user A are received as the inheritance information of the user A.

Alternatively, when the user A completes the input of the plurality of answers to the plurality of questions regarding inheritance and the input of the questions regarding inheritance via the input unit 115 of 110 of the user device, the plurality of answers from user A and the user A The question regarding the inheritance of the user A may be received as the inheritance information of the user A.

Step S303: A process is performed to evaluate the degree of possibility that the tax office will be interested in inheritance. This process is executed with reference to the inheritance information database unit 131 and the evaluation database unit 133, for example, based on the inheritance information received in step S302.

For example, based on a plurality of responses from the user A included in the inheritance information received in step S302, the inheritance information database unit 131 is referred to to calculate the inheritance evaluation score, and the calculated inheritance evaluation score is used. Based on this, the evaluation database unit 133 may be referred to to determine the degree of likelihood that the tax office will be interested in inheritance. This achieves an assessment of the likelihood that the tax office will be interested in inheritance. The inheritance evaluation score is calculated based at least based on the points assigned to each of the multiple answers from user A (for example, by accumulating the points assigned to each of the multiple answers from user A). Can be done. The inheritance evaluation score may be calculated based on the points assigned to each of the plurality of responses from the user A and the preset weighting for each of the plurality of responses from the user A. The degree of weighting may differ depending on the answer to the question.

Alternatively, the tax office may determine a predetermined degree of likelihood of interest in inheritance when a plurality of responses from User A meet certain conditions. This achieves an assessment of the likelihood that the tax office will be interested in inheritance. For example, this predetermined condition may include a plurality of answers from user A including "yes" answers to a particular question. If multiple answers from User A include a "yes" answer to a particular question, the degree to which the tax office is likely to be interested in the inheritance is "the tax office is likely to be interested in the inheritance. It may be decided that the degree is.

Step S304: A process of presenting the evaluation result in step S303 to the user A is executed. This process is achieved, for example, by displaying the evaluation result in step S303 on the display unit 114 of the user device 110 _1. For example, when the evaluation score of an inheritance is 60 points, the tax office may be interested in the inheritance, indicating the degree of possibility that the tax office will be interested in the inheritance by referring to the evaluation database section 133. Message is presented to user A as a result of the evaluation in step S303.

Step S305: A process of identifying at least one document required for the inheritance procedure is performed. This process is executed with reference to, for example, the inheritance information database unit 131 and the document database unit 132.

For example, when the answer to the question corresponding to "No. 5" shown in FIG. 2A is "Yes", the document ID "C" is specified by referring to the inheritance information database unit 131, and the document ID "C" is specified. The document "will" identified by "" is specified with reference to the document database unit 132.

Step S306: A process of notifying the user A of at least one document specified in step S305 is executed. As a result, the user A can grasp the documents necessary for the inheritance procedure.

In the example shown in FIG. 3, it has been described that step S304 is executed after step S306, but the present invention is not limited thereto. Step S304 may be executed at any timing after step S303.

FIG. 4 shows an example of a processing flow for issuing a warning regarding inheritance. This process is an example of the process executed by the processor unit 112 of the user apparatus 110 _1. This process is expressed in the form of a program, for example. It is assumed that the user device 110 ₁ has received inheritance information including a plurality of responses from the user A. Further, it is assumed that the user device 110 ₁ is a user device operated by the user A. Hereinafter, each step shown in FIG. 4 will be described in detail.

Step S401: It is determined whether or not the "I don't know" answer among the plurality of answers from the user A satisfies the predetermined condition. The predetermined condition may be, for example, that the number of "don't know" answers exceeds a predetermined threshold, or that the number of "don't know" answers is greater than or equal to a predetermined threshold. Alternatively, the predetermined condition is, for example, a score calculated based on a predetermined score pre-allocated to each of the "I don't know" answers (for example, a predetermined score pre-allocated to each of the "I don't know" answers. The total score) may be above or below a predetermined threshold (or above or below a predetermined threshold). If the determination result is "Yes", the process proceeds to step S402, and if the determination result is "No", the process ends (normally ends).

Step S402: When it is determined that the “I don't know” answer among the plurality of answers from the user A satisfies the predetermined condition, a process of presenting a warning regarding inheritance to the user A is executed. The inheritance warning presented may correspond to a fulfilled predetermined condition of a plurality of predetermined conditions. An example of an inheritance warning is "The preparation for filing is delayed. After the filing deadline, an undeclared additional tax (minimum 5%) will be levied. It is recommended to consult with a tax accountant as soon as possible." However, it is not limited to this.

In the embodiment shown in FIGS. 3 and 4, _{an example in which each step shown in FIGS. 3 and 4 is executed in the user device 110 1} has been described, but the present invention is not limited thereto. For example, at least a part of the steps shown in FIGS. 3 and 4 may be executed by the server device 120 (particularly, the processor unit 122 of the server device 120) as described later.

FIG. 5 shows another example of a processing flow for assessing the degree to which the tax office is likely to be interested in inheritance. This process is an example of the process executed by the processor unit 122 of the server device 120. This process is expressed in the form of a program, for example. It is assumed that the user device 110 ₁ is a user device operated by the user A. Hereinafter, each step shown in FIG. 5 will be described in detail.

Step S301': A process of causing the _{user device 110 1} to present an inheritance support form for supporting inheritance is executed. As a result, the inheritance support form is presented to the user A. This process is performed, for example, in response to receiving a user input requesting the presentation of inheritance support form from the user device 110 _1. Since this step corresponds to step S301 in FIG. 3, detailed description thereof will be omitted here.

Step S302': Inheritance information for identifying at least a part of the procedure required for inheritance is received from the _{user device 110 1.} The inheritance information includes a plurality of answers from the user A to a plurality of questions regarding inheritance. The inheritance information may further include a question about inheritance from User A. This step corresponds to step S302 in FIG.

Step S303': A process is performed to assess the degree of likelihood that the tax office will be interested in inheritance. Since this step corresponds to step S303 of FIG. 3, detailed description thereof will be omitted here.

Step S304': A process of presenting the evaluation result in step S303'to the user apparatus 110 _{1 is executed.} As a result, the evaluation result in step S303'is presented to the user A. This step corresponds to step S304 in FIG.

Step S305': A process of identifying at least one document required for the inheritance procedure is performed. This process is executed with reference to, for example, the inheritance information database unit 131 and the document database unit 132. This step corresponds to step S305 of FIG.

Step S306: processing for notification 'step S305' at least one document identified in the user device 110 ₁ is executed. As a result, the user A is notified of at least one document specified in step S305'. Since this step corresponds to step S306 of FIG. 3, detailed description thereof will be omitted here.

FIG. 6 shows another example of the flow of processing for issuing an inheritance warning. This process is an example of the process executed by the processor unit 122 of the server device 120. This process is expressed in the form of a program, for example. It is assumed that the server device 120 receives inheritance information including a plurality of responses from the user A from the user device 110 ₁ . Further, it is assumed that the user device 110 ₁ is a user device operated by the user A. Hereinafter, each step shown in FIG. 4 will be described in detail.

Step S401': It is determined whether or not the answer of "I don't know" out of the plurality of answers from the user A satisfies the predetermined condition. If the determination result is "Yes", the process proceeds to step S402', and if the determination result is "No", the process ends (normally ends). Since this step corresponds to step S401 in FIG. 4, detailed description thereof will be omitted here.

Step S402': When it is determined that the answer of "I don't know" out of the plurality of answers from the user A satisfies the predetermined condition, a process of causing the _{user device 110 1 to present a warning regarding inheritance is executed.} As a result, the warning user A regarding inheritance is presented. Since this step corresponds to step S402 of FIG. 4, detailed description thereof will be omitted here.

In the embodiment shown in FIGS. 3, 4, 5, and 6, the processor unit executes the program stored in the memory unit, and is shown in FIGS. 3, 4, 5, and 6. Although the example in which the processing of each step is realized has been described, the present invention is not limited to this. At least a part of the processes of each of the steps shown in FIGS. 3, 4, 5, and 6 may be realized by a hardware configuration such as a control circuit.

Further, when the user device 110 ₁ is equipped with artificial intelligence (AI), at least a part of the steps shown in FIGS. 3 and 4 may be executed by the artificial intelligence (AI). Further, when the server device 120 is equipped with artificial intelligence (AI), at least a part of the steps shown in FIGS. 5 and 6 may be executed by the artificial intelligence (AI).

As described above, the present invention has been illustrated using the preferred embodiment of the present invention, but the present invention should not be construed as being limited to this embodiment. It is understood that the invention should be construed only by the claims. It will be understood by those skilled in the art that from the description of specific preferred embodiments of the present invention, an equivalent range can be implemented based on the description of the present invention and common general technical knowledge.

The present invention is useful as providing a device and method capable of providing a new service for supporting inheritance, a program executed in the device, and the like.

100 computer system 110 ₁ to 110 _N user device 120 server apparatus 130 database section 140 the Internet

Claims (13)

A program that runs on a device to support inheritance
The device includes a processor unit and has a processor unit.
When the program is executed by the processor unit,
Receiving inheritance information to identify at least some of the procedures required for the inheritance
A program that causes the processor unit to at least evaluate the degree of possibility that the tax office will be interested in the inheritance based on the inheritance information. The inheritance information includes a plurality of answers from the user of the device to a plurality of questions.
Assessing the degree to which the tax office is likely to be interested in the inheritance
The program of claim 1, wherein the tax office determines the degree of likelihood that the tax office will be interested in the inheritance, based on the plurality of answers from the user to the plurality of questions. Determining the degree to which the tax office is likely to be interested in the inheritance based on the plurality of answers from the user to the plurality of questions.
Determining whether or not the plurality of answers from the user to the plurality of questions satisfy a predetermined condition.
When it is determined that the plurality of answers from the user to the plurality of questions satisfy a predetermined condition, the degree of possibility that the tax office corresponding to the satisfied predetermined condition may be interested in the inheritance. The program of claim 2, comprising making a decision. Determining the degree to which the tax office is likely to be interested in the inheritance based on the plurality of answers from the user to the plurality of questions.
To calculate the evaluation score of the inheritance based on the plurality of answers from the user to the plurality of questions.
The program of claim 2, comprising determining the degree of likelihood that the tax office will be interested in the inheritance based on the evaluation score of the inheritance. The plurality of questions include at least the first question, the answer to the first question includes at least "yes" and "no", and the answer to "yes" to the first question is the first. The points are associated in advance,
To calculate the evaluation score of the inheritance
When the answer to the first question is "yes", the evaluation score of the inheritance is calculated based on at least the first score associated with the answer of "yes" to the first question in advance. 4. The program according to claim 4. The plurality of questions include at least a first question and a second question, the answer to the first question includes at least "yes" and "no", and the answer to the second question is ". The answer of "yes" to the first question includes at least "yes" and "no", and the first score is associated in advance, and the answer of "yes" to the second question is described above. A second score, which is different from the first score, is associated in advance.
To calculate the evaluation score of the inheritance
When the answer to the first question is "yes" and the answer to the second question is "yes", the first question associated with the answer to "yes" to the first question in advance. 4. The claim 4 includes calculating the evaluation score of the inheritance by at least accumulating the score of the second question and the second score associated with the answer of "yes" to the second question in advance. Described program. The plurality of questions include several questions, and the answers to each of the several questions include at least "yes", "no", and "don't know".
The program
Determining whether the "I don't know" answer meets the prescribed conditions,
According to claim 2, when it is determined that the answer of "I don't know" satisfies the predetermined condition, the processor unit is further executed to present the warning regarding the inheritance to the user. Described program. The program according to claim 7, wherein the predetermined condition is that the number of "don't know" answers to some of the questions is equal to or greater than a predetermined threshold. The "I don't know" answer to each of the above several questions is pre-associated with a given score.
The program according to claim 7, wherein the predetermined condition is that the total score of the predetermined points associated with the answers of "I don't know" to some of the questions is equal to or more than a predetermined threshold value. The inheritance information includes a plurality of answers from the user of the device to a plurality of questions.
The program
Identifying at least one document required for the inheritance procedure based on the plurality of answers from the user to the plurality of questions.
The program according to any one of claims 1 to 9, which causes the processor unit to further perform notifying the user of at least one specified document. The program of any of claims 1-10, wherein the degree of likelihood that the tax office will be interested in the inheritance is represented by a message, a number, or a combination thereof. A device to support inheritance
The device is
A receiving means for receiving inheritance information to identify at least a part of the procedure required for the inheritance, and
A device comprising an evaluation means for evaluating the degree of possibility that the tax office will be interested in the inheritance based on the inheritance information. A method performed in a device to support inheritance,
The device includes a processor unit and has a processor unit.
The method is
When the processor unit receives inheritance information for identifying at least a part of the procedure required for the inheritance,
A method comprising the processor unit assessing the degree of likelihood that the tax office will be interested in the inheritance based on the inheritance information.

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