Help Write The Next Chapter
It’s easy to enjoy memories and easier to imagine loved ones building new ones. You can help them write them tomorrow and beyond with LegacyPath.
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Cross the Gap from Want to Do
It’s easier to think about dreams and future memories than a lot of ugly realities about life. It’s certainly easier than it is to try and talk about them with other people. LegacyPath is the secure, private way to help chart the next steps of your journey that focuses on futures not endings.
If you already have a trusted advisor, that’s great. But it can be hard to open up to professionals about what kind of dress we imagine our granddaughter wearing to prom. Or a fear that our son might not remember how to tie our grandson’s bowtie at a future wedding.
Instead, you can work with a non-judgmental partner to outline what dreams you have for your loved ones. Then you can start to examine what ways you can help them prepare for those next steps now and in the future. At the end you’ll have a plan that you can take to the financial or legal advisor of your choice.
Start the path to your legacy
To ensure your conversations and financial records are secure, LegacyPath is still in development. Find out when we launch to begin your own journey.
Frequently Asked Questions
Why would I want to talk to a computer not a person?
LegacyPath is designed on the belief that it can be difficult to talk about some topics with the people most affected by them. We want to be a helpful guide.
What do I get at the end of this?
First and foremos, you’ll get a sense of what is actually important to you that can be augmented with financial and other assets.
That’s nice. What else?
In addition to having a single place where you can think about the legacy of your achievements, you can also bring a copy of any allocations or plans to an estate planning attorney or certified financial planner.
How can I be sure that my information is safe?
The assistant you chat with is a private model, not just ChatGPT (in fact, you can try talking with ChatGPT if you’d like). Any financial information is encrypted in transit just like a bank and stored on secured databases.
Why are you doing this?
The founder of LegacyPath is a Millennial whose Baby Boomer father died without a will or estate plan. Finding ways for people to explore next steps was the natural result.
As Easy as 1, 2... Done
Share Your Story
Share Your Story
Talk with a non-judgmental counterpart about what matters to you: family, friends, beliefs and how you want them to grow.
Connect the Dots
Connect the Dots
Get a tailored plan for how you can maximize what you have for the future you want for the people and causes you care about
Toast Next Stages
Toast Next Stages
You’re all done! You can either make it permanent with the help of legal and financial advisors or just take a step back and relax.
Start the path to your legacy
To ensure your conversations and financial records are secure, LegacyPath is still in development. Find out when we launch to begin your own journey.