LEGACY PATHWAY

TM

The Easy, Secure and Complete

Way to Get Your Affairs in Order

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GET YOUR AFFAIRS IN ORDER IN JUST 3 STEPS

Complete Your Guidebook

The Legacy Pathway App helps you document what you have, where it is and what your family needs to do if something happens.

1

Print

& Save

 Legacy Pathway generates your Personal Guidebook for you to print or save a digital copy for your family.

2

Verify

Your Plan

Work with an experienced Financial Advisor & Estate Attorney to make sure your wishes will be carried out.

3

 

Complete Your Guidebook in

4 Sections

  • PEOPLE

  • ACCESS

  • FINANCES

  • PERSONAL

Your important details will provide clarity & direction for your family if something happens to you.

 

PEOPLE

Important Contacts For Loved Ones

  • Family & Friends

  • Attorney & Financial Advisor

  • Home Maintenance Providers 

ACCESS

Confidential Details Safe and Secure on Your Device, Not

In the Cloud

  • Alarm Codes & Keys

  • Important Documents

  • Computer & Cloud Storage

  • Usernames & Passwords

FINANCES

Assets, Liabilities & Paying Your Bills

Upload Photos of Your Valuables to Create a Home Inventory

PERSONAL

  • Caring For Your Pets

    • Veterinarian​

    • Medications

    • Care Instructions

  • Your Last Wishes

Encrypted, Local Data Never Leaves Your Device

Your data is stored as an encrypted file on the device you entered it, and is never kept online.