We Handle the Forms.
Losing someone is already devastating. Then come the forms — 35+ of them. Social Security. The IRS. Banks. Insurance companies. Probate court. LastingPath guides your family through every one, step by step, so you can grieve instead of filling out paperwork.
Built for families who need guidance through estate paperwork — step by step, form by form.
Estate of
John A. Mitchell
Next up: File Form SS-4 with the IRS to get an Estate EIN. I can pre-fill this for you using the death certificate data.
The grief doesn't stop.
But the government won't wait.
In the days after someone dies, families receive condolences and flowers. What they don't receive is a guide to the 47 forms, 15 agencies, and 12+ financial institutions waiting for their attention — all with their own deadlines and consequences for getting the estate paperwork wrong.
47 forms across 8 categories
After someone dies, the estate paperwork begins immediately. Federal agencies, state probate courts, county recorders, banks, and insurers — each has its own process, its own form, and its own deadline. None of them coordinate with each other. And none of them will wait for you to finish grieving.
Deadlines with real consequences
Miss the Social Security death benefit window and lose the survivor benefits you're entitled to. File the wrong probate form and delay estate settlement by months. Most executors discover these deadlines only after they've already passed them.
No map, no guide, no order
Executor responsibilities pile up fast — and everything depends on something else. You need a death certificate to file for the estate EIN. You need the EIN before the bank will act. You need Letters Testamentary before the estate can be touched. The order matters — and nobody tells you what it is.
Families navigate this alone
Estate attorneys charge $300–500/hour. Funeral directors are occupied with services. So families are handed a stack of estate paperwork — IRS forms, Social Security claims, probate filings, life insurance claims — and left to figure it out themselves, during the worst week of their lives.
From one document,
we handle everything.
Upload the death certificate once. LastingPath maps your entire administrative journey and guides you through it step by step — with AI assistance when you need it.
Tell us about your loved one.
Answer 8 questions about the estate — state, assets, survivors, whether there was a will. We generate your personalized checklist of exactly which forms you need. Nothing more, nothing less.
Built from our database of 47 forms across all 50 states
Work through it step by step.
Each task has a guided wizard that fills out the form, explains exactly what to write in every field, and tells you precisely where and how to submit it. Sage, your AI co-pilot, is there if you get stuck.
AI-assisted completion for 35+ forms · Sage answers questions 24/7
Download, submit, and track.
Get printable PDFs, pre-addressed letters, and step-by-step submission instructions for every form. We track what's done so nothing slips through the cracks — even months later.
Estate ledger · Court-ready reports · Legal audit trail · Deadline reminders
Free to start — upgrade to automate form filling, get AI assistance, or access concierge support. See pricing →
AI that works alongside you,
not instead of you.
LastingPath isn't just a checklist. It's an AI-powered platform that discovers hidden assets, shields you from bad-faith creditors, generates court-ready documents, and gives you a co-pilot who understands estate law in all 50 states.
Sage, Your AI Estate Co-Pilot
Ask Sage anything about your estate — deadlines, next steps, legal terms, filing requirements. Available 24/7, Sage explains complex forms in plain English, drafts professional letters, and adapts guidance to your specific situation.
Powered by advanced AI · Understands all 50 states
AI Letter Writer
Generate professionally written letters to banks, creditors, insurers, and government agencies in seconds. Each letter is customized with your estate details and formatted for immediate mailing.
Creditor notices · Bank letters · Court filings · Custom requests
Creditor Shield
Protect the estate from stale and disputed debts. Our AI analyzes the statute of limitations for every claim, flags time-barred debts, and generates cease-and-desist letters for illegitimate collectors.
State SOL analysis · Time-barred detection · Cease & desist generation
Estate Ledger
Track every asset, debt, and distribution in one financial ledger. Real-time net estate value calculation.
Court-Ready Reports
Generate estate inventories and accounting reports formatted for your state's probate court.
Asset Discovery
Automatically find hidden bank and investment accounts across 20,000+ US financial institutions.
Unclaimed Property
Search state databases for unclaimed assets. Most families don't know this money exists.
Legal Audit Trail
Tamper-proof record of every estate action — who did what, when, and why. Court-admissible.
Automated Outreach
Generate and track letters to every bank, creditor, and insurer. Built-in response tracking.
AI features available with Family + Support plan and above
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.
Simple, one-time pricing.
No subscriptions. No surprises. Pay once and get through this.
Free
See what you're dealing with — no payment needed.
- Personalized estate checklist
- Priority ranking for each task
- Overview of all 35+ forms
- Form category breakdown
Family
Everything you need to navigate the paperwork yourself.
- Everything in Free
- Step-by-step form wizards (35+ tools)
- Printable & fillable form packets
- Estate Ledger & court-ready reports
- Legal Audit Trail
- Document vault & organizer
- Full access to your estate dashboard
Family + Support
AI guidance when you need someone in your corner.
- Everything in Family
- Sage, your AI estate co-pilot
Ask unlimited questions about forms, deadlines, legal terms — 24/7.
- AI Letter Writer & Document Explainer
- Creditor Shield with cease & desist
- Automated outreach to institutions
- Deadline tracking & email reminders
- Full access to your estate dashboard
Concierge
Full platform access, bank discovery, and AI-powered review.
- Everything in Family + Support
- Asset Discovery via Plaid
Auto-find hidden bank accounts across 20,000+ US institutions.
- AI-powered form review and guidance
- Email support
- Dedicated onboarding support
- Full access to all tools + future features
All plans include 18 months of full access. Pay once — we're with you until the estate is settled.
Every form. Mapped.
Tracked. Managed.
We've catalogued every form and task required after a death in the US — across all 50 states. Here's what LastingPath handles for your family.
Death & Identity
Death certificate, burial permits, coroner report
Probate & Estate
Petition for probate, letters testamentary, inventory & appraisement
Federal Tax
IRS 1040 final return, Form 1041, SS-4 EIN application, Form 56, Form 706 estate tax
Social Security & VA
SSA-8 lump sum, SSA-10 survivor benefits, VA Form 21P-534EZ
Financial Accounts
Bank closures, brokerage beneficiary claims, retirement accounts
Insurance Claims
Life insurance, employer group life, annuity death claims
Real Property
Deed transfer, affidavit of survivorship, property tax notification
Admin & Notifications
Credit bureaus, voter roll, digital accounts, USPS forwarding, change of address
Estate & Assets
Safe deposit box access, unclaimed property search, asset inventory
Planning Ahead
Funeral pre-planning, document your wishes, financing options
All 59 legal forms and guided tasks — available with any paid plan. See the complete list →
LastingPath guides you through all 59 legal forms and guided tasks step by step. For complex legal matters — like probate in restricted states or deed preparation — we connect you with the right licensed professionals automatically.
Questions families ask.
Everything you need to know before getting started.
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.
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 stored — it stays in your browser only during form completion. 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 — we usually respond within a few hours.