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
& 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
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PEOPLE
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ACCESS
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FINANCES
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PERSONAL
Your important details will provide clarity & direction for your family if something happens to you.
PEOPLE
Important Contacts For Loved Ones
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Family & Friends
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Attorney & Financial Advisor
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Home Maintenance Providers
ACCESS
Confidential Details Safe and Secure on Your Device, Not
In the Cloud
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Alarm Codes & Keys
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Important Documents
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Computer & Cloud Storage
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Usernames & Passwords
FINANCES
Assets, Liabilities & Paying Your Bills
Upload Photos of Your Valuables to Create a Home Inventory
PERSONAL
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Caring For Your Pets
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Veterinarian
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Medications
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Care Instructions
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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.