The Easy, Secure and Complete

Way to Get Your Affairs in Order

Get the App

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.