The Legacy Essential Package
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The Legacy Essential Package
Protection. Direction. Authority—when it matters most.
When documents are missing or unclear, families face frozen accounts, delays, and costly court intervention. The Essential Authority Package provides the core legal tools that empower your chosen decision-makers to act, access assets, and manage affairs without unnecessary probate hurdles.
Perfect for families who want security in place now—even if a full trust comes later.
ASK ABOUT - The Legacy Starter Package (Ages 18-25)
Turning 18 changes everything—legally. Parents lose automatic authority. Hospitals, banks, and schools won’t talk without documentation. This starter package puts the right protections in place now, before emergencies, travel, college, or major life transitions.
What You Gain
✔ Legal authority for trusted family decision-makers
✔ Reduced probate risk with proper asset designations
✔ Access to accounts, property, and medical decisions when needed
✔ Privacy and control—without court involvement
Clear documents. Clear authority. No confusion for the people you love.
What’s Included:
Medical & Incapacity Authority
● Health Care Directive
● HIPAA Authorization
● Medical Power of Attorney
● Directives to Physicians (Living Will)
Property & Asset Transfer Tools
● Transfer on Death Deed (TODD or Lady Bird Deed where available)
● Payable-on-Death (POD) Designations
● Beneficiary Designations (POD/TOD Setup)
● Retirement & Life Insurance Beneficiary Audit
Financial Authority
● Statutory Durable Financial Power of Attorney
Plus — Total Planning Organizational System—everything your family needs is in one place when it matters most. (includes notary services)
(Documents prepared through our trusted legal platform with support from Legacy Path Solutions Specialists.)
Who It’s For
Perfect if you want:
✔ A practical step toward legacy planning
✔ Authority documents in place for decision-making
✔ Clear instructions to prevent confusion and delay
✔ Asset transfer tools without committing to a trust yet
Start with clarity. Protect your family with direction.