Estate administration, guided
After a death, the paperwork shouldn't be the hard part.
LastingPath tells you exactly which legal, financial, and government forms your family needs — then walks you through each one, in plain language, at your own pace.
No account and no card required to find out what you need.
Still have a parent with stories to tell? Legacy Sage captures them — before you ever need any of this →
Question 3 of 5
Did they own a home or other real estate?
What we do
One Platform, Two Chapters
The paperwork chapter and the memories chapter. Most families are forced to choose. You don't have to.
Handle the Paperwork
Personalized checklist of every form you need. Guided wizards walk you through each one. Deadline tracking so nothing slips.
- ✓ 47+ government and financial forms
- ✓ State-specific guidance for all 50 states
- ✓ PDF generation and letter templates
Preserve Their Story
AI-guided conversations capture the stories, wisdom, and voice of someone you love. Before the memories fade.
- ✓ Time capsules for future birthdays and weddings
- ✓ Shareable memorial pages
- ✓ Legacy Book PDF for the whole family
How it works
Three quiet steps, instead of forty-seven open tabs.
Estate administration is really one long checklist that no one hands you. LastingPath builds that checklist for your specific situation, then stays beside you through every form.
STEP 01
Answer a few questions
A calm, 90-second check about the estate — a home, a bank account, a business, dependents. No jargon, no logins.
STEP 02
Get your personal checklist
We show you exactly which forms apply to you and which don't — in the right order, with deadlines and what each one is actually for.
STEP 03
Complete each form, guided
Plain-language wizards fill in the paperwork with you — SS-4, SSA survivor benefits, probate, final taxes — one field at a time, saved as you go.
Coverage
47 forms. One at a time.
The government, the courts, the banks, and the IRS each want something different. Here is a sample of what LastingPath prepares alongside you — with the right form number, every time.
Don't recognize a single one of these? That's exactly the point. You shouldn't have to — the check figures out which apply and skips the rest.
See which forms you'll need →See it in action
Watch a story come to life
Watch how Legacy Sage captures stories through warm AI conversations and turns them into lasting keepsakes.
Legacy Risk Quiz
0 of 8 knownWhich of these stories can your family tell in detail?
Your Legacy Score
Stories Known
5 defining chapters are still unrecorded.
Story Prompt
What did Grandma's kitchen smell like after school?
Memory Card
The House on Maple Street
“The kitchen was the center of everything. Cinnamon cookies before we even got off the bus, the screen door slamming behind us, flour on her apron. She never measured anything — she just knew.”
If you remember me, remember this…
- •The smell of cinnamon meant she was thinking of us
- •She never needed a recipe — cooking was intuition
- •The kitchen was where every important conversation happened
Built for a hard time
Built to be worthy of your trust
What you can count on, in plain terms.
Encrypted by default
Sensitive details like Social Security numbers are encrypted with AES-256 before they touch the database. Your family’s data is never sold.
You stay in control
We prepare the paperwork — you review, sign, and file every form. Nothing is submitted to any agency or institution without you.
A complete audit trail
Every document, letter, and action on the estate is logged with a timestamp, so you can show your work to the court and to family.
Honest about what we are
LastingPath is not a law firm. We provide document preparation and step-by-step guidance — and we tell you plainly when a situation calls for an attorney.
The hardest part wasn't the grief. It was not knowing what I was supposed to do next, or who was allowed to tell me.
A common sentiment we heard from families — and the reason LastingPath exists.
47+
forms, mapped & explained
90s
to your personal checklist
18mo
of unhurried access
Pricing
One fair price. Paid once.
No subscriptions and no hourly billing. Choose the level of help that feels right — you can always add support later.
Family
Everything you need to navigate the paperwork yourself.
18-month access
- Full 90-second check & personal checklist
- All 47+ guided form wizards
- Deadlines, reminders & document storage
Family + Support
The same tools, plus Sage AI and priority help.
18-month access
- Everything in Family
- Sage AI co-pilot for your case
- AI document explainer & deadline tracking
Concierge
We stay beside you from the first form to the last.
18-month access
- Everything in Family + Support
- AI-powered form review
- Dedicated onboarding support
Not sure which is right? Take the check first — it's free, and it will tell you how much work you're really facing.
Reassurance
Questions families ask us first.
If something here isn’t clear, that’s on us to fix. Everything you need to know before getting started.
Legacy Sage
Legacy Sage is an AI-powered life story interviewer. It captures your family’s memories through gentle guided conversations on the web — and transforms them into beautiful Memory Cards that your family can read, share, and treasure forever.
A Memory Card is a beautifully written first-person narrative generated from your storytelling session. It includes a title, a 150–250 word story in the storyteller’s voice, and three “remember this” highlights. Think of it as a page from a memoir that writes itself.
Once a week, Sage emails one warm question. The storyteller clicks through and answers in a gentle web conversation — Sage asks one follow-up to deepen the story, then turns it into a Memory Card. The whole thing takes about 3 minutes.
Wisdom Capsules are special messages the storyteller creates for specific family members — recipes, advice letters, milestone messages (“open on your wedding day”), or family secrets. They can be sealed and delivered at the right moment.
Yes. Family members can view stories, react to Memory Cards, and suggest questions for Sage to ask. Everyone sees the Living Archive grow week by week.
It’s a free 90-second quiz that reveals how much of your family’s story is already at risk of being lost. Most families score 3 out of 8. It’s eye-opening — and it’s the first step toward preserving what matters.
This is what makes LastingPath unique. Legacy Sage subscribers can activate estate administration with one click. All family data is already known — Sage transitions seamlessly from story preservation to helping with the 47+ legal and financial forms required after a death. Legacy subscribers get 30% off.
Estate Administration
No. All plans are one-time payments. Pay once and get full access — no recurring charges.
Sage is your AI estate co-pilot, available 24/7 with the Family + Support plan and above. You can ask Sage anything about your estate — deadlines, next steps, legal terminology, filing requirements. Sage also powers the Letter Writer (generates professional letters to banks, creditors, and agencies) and the Creditor Shield (analyzes statute of limitations on debts). All AI features are powered by advanced language models with deep knowledge of estate administration processes across all 50 states.
Your deceased loved one's SSN, if provided, is stored securely in our database, protected by row-level security policies. It is only used to pre-fill government forms and is never shared with third parties. Your own SSN as the executor is never saved — you enter it only when generating a form, and it is not kept after you leave the page. All data is encrypted in transit via TLS and at rest via Supabase's managed encryption.
LastingPath is for family members, executors, and estate administrators handling affairs after a loved one's death. Most users are adult children or spouses managing an estate for the first time.
We cover 35+ legal forms and guided wizard tools — from notifying Social Security and the IRS to closing financial accounts, transferring vehicles, and filing the final tax return. Plus estate tools like the Estate Ledger, court-ready reports, legal audit trail, and automated outreach to institutions.
Yes. Your checklist and progress are saved to your account. Sign back in any time to continue. Your wizard progress auto-saves as you go.
Asset Discovery (Concierge plan only) uses Plaid to securely connect to 20,000+ US financial institutions and auto-discover bank accounts, investment accounts, and other financial assets associated with the estate. This can help you discover accounts and assets you might not know about.
The Concierge plan is ideal if you want Asset Discovery (hidden bank account detection via Plaid), AI-powered form review and guidance, dedicated onboarding support, and email support. It includes full access to all current and future tools.
Still have questions? Email our team — a real person will reply, usually within a few hours.
Take the first step. It's free.
Find out exactly which forms you need, or start capturing the stories that matter most. No signup required.
Already have an account?
Sign in to your dashboard →Not ready? We'll send a gentle reminder.
One email. No spam. Your address is never shared.