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Legacy Path

Solutions

We are a trusted consulting group of Specialists who partner with legal, financial, and real estate professionals to make legacy planning simple, accessible, and normal for everyday families. We bridge the gap between confusion and clarity—equipping people with the tools, education, and support they need to protect what they've built and pass it forward without stress, probate, or guesswork.

Our services include estate-planning education, software-based document-prep guidance, workshops, and trustee training.

We’re the team that turns legacy into a clear, actionable plan.

What is Legacy Planning?

Legacy planning is the process of getting intentional about what happens to everything you’ve built—your assets, your decisions, and your values—both while you’re alive and after you’re gone. It’s about creating a clear, organized plan that protects your family from stress, court delays, and unnecessary costs.

Legacy planning makes sure your wealth, your priorities, and your voice stay in control—so what you built actually reaches the people you intend, in the way you intend.

Our Mission

Legacy Path Solutions exists to normalize living trusts and probate-avoidance strategies as a standard part of family wealth building. We eliminate confusion, remove barriers, and equip families with the tools and guidance they need to pass their assets forward on purpose.

"Because legacy is intentional."

The Challenge

Across America, up to 75% of families still lack even the most basic legacy or estate plan. The system is confusing, intimidating, and often too expensive—pushing families to delay decisions that protect what they’ve built. As a result, wealth is lost every generation, not because families don’t care, but because they’ve never been given clear guidance, affordable tools, or a simple path forward.

Start your legacy plan today.

Start now and ensure your legacy reaches the people you love.