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Personal Information
Identity, medical conditions, and organ donation preference
Basic information that helps your loved ones and executors act quickly when the time comes.
Medical & Care
Yes — donate all
Yes — specific organs
No
Already on registry
2
Key Contacts & Roles
Executor, healthcare proxy, attorney, guardian, and everyone who needs to be notified
Name everyone who has a legal role or needs to be notified. Make sure your executor knows they are named.
Executor of Estate
Alternate or Co-Executor
Healthcare Proxy / Medical Power of Attorney
Attorney / Legal Counsel
Financial Advisor / Accountant
Additional People to Notify
3
Financial & Assets
Banking, insurance policies, property, debts, and digital accounts
You don't need account numbers here — just enough for your executor to locate each account. Store full credentials securely inside LegacyPath.
Banking & Investments
Insurance Policies
Property & Assets
Debts & Obligations
Digital Accounts
4
Peace of Mind Planner
Service preferences, personal messages, special bequests, and pet care
There are no right answers here. Anything written gives your family confidence they are honoring you correctly.
Funeral & Disposition
Burial
Cremation
Green burial
Donate to science
No preference
Traditional funeral
Memorial service
Celebration of life
Private / family only
No service
Flowers welcome
Donations in lieu of flowers
Both fine
Personal Messages & Legacy
5
Document Upload Checklist
Every document to upload to LegacyPath — check each box as you go
Scan, photograph, or upload each document directly into LegacyPath. Check the box as you upload. Start with the essentials.
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Essential — Upload First
Will / last testamentMost recent signed version. Note the date and which attorney holds the original.
Healthcare directive / living willStates your wishes for medical treatment if you cannot speak for yourself.
Durable power of attorney — financialAuthorizes someone to manage finances on your behalf if incapacitated.
Medical power of attorneyNames who can make healthcare decisions for you.
Government-issued photo IDDriver's license or state ID — required for most legal and financial processes.
Birth certificateOriginal or certified copy — used to claim benefits and settle the estate.
Financial Documents
Life insurance policy / certificatePolicy number, insurer contact, and beneficiary listed. Include all active policies.
Bank / investment account statementsOne recent statement per account — shows which accounts exist and who holds them.
Property deed(s)For each property you own. Note if the original is in a safe deposit box.
Vehicle title(s)For each vehicle you own outright or are financing.
Last 2–3 years of tax returnsHelps executor understand income, liabilities, and ongoing obligations.
Personal Records
Marriage / divorce certificate(s)Required for spousal benefits and estate settlement. Include all if applicable.
Passport photo pageUseful for international benefit claims and identity verification.
Military discharge papers — DD-214Required to claim veterans benefits and burial honors. Only if applicable.
Medical records summaryPrimary diagnoses, current medications, immunizations, surgical history.
Meaningful photos & videosLife milestones and family moments you want preserved and shared.
Personal messages / lettersRecord letters, voice notes, or video messages inside the LegacyPath app.
Upload your documents to LegacyPath
Scan or photograph each document and upload it directly in the app. Your loved ones will have everything they need in one secure place.
✓
Annual Readiness Review
A yearly checklist to make sure everything stays current after major life changes
Review this checklist once a year — and after marriage, divorce, a new child, a major purchase, or a new diagnosis.
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Legal Foundation
I have a signed, up-to-date will.Signed within the last 3–5 years, or after any major life change.
My will names an executor who knows they are named.They have your attorney's contact and know where the original will is kept.
I have a healthcare directive / living will.Clearly states wishes for life support, resuscitation, and end-of-life care.
I have durable powers of attorney — financial and medical.Trusted people named for both roles — they do not need to be the same person.
Beneficiaries are up to date on all accounts and policies.Life insurance, retirement accounts, bank POD designations — these override your will.
Financial Clarity
My executor knows how to find all financial accounts.Bank, brokerage, retirement, crypto — they need enough to locate accounts, not passwords.
Life insurance policies are current and beneficiaries are correct.Contact your insurer annually to verify.
Outstanding debts are documented.Mortgages, loans, co-signed obligations — the estate will need to address these.
A digital asset plan is in place.Social media, email, crypto, digital photos — noted in this guide or a password manager.
Documents in LegacyPath
Will, POA documents, and healthcare directive are uploaded.
Identity documents are uploaded — ID, birth certificate, passport.
Insurance policies and financial account summaries are uploaded.
Property deeds and vehicle titles are uploaded.
Personal messages and meaningful photos are recorded or uploaded.
People & Communication
My trusted contacts are added in the LegacyPath app.They will receive access when the time comes — confirm their email addresses are current.
My executor knows LegacyPath exists and how to access it.They don't need a password now — just awareness that it exists.
I've told my family my general wishes.Even an informal conversation reduces conflict and uncertainty.
♥
For Families
A step-by-step guide for the days, weeks, and months after a loved one passes
This checklist is for the family. Work through it at your own pace — there is no wrong order, and you don't have to do everything alone. Check each item as you go.
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⏱ Within the First 24 Hours
Notify immediate family and close friendsCall or have someone you trust make calls on your behalf. You don't have to do this alone.
Contact the attending physician or hospice providerA doctor must certify the death. If death occurred at home unexpectedly, call 911.
Obtain the death certificate (you'll need multiple copies)Request at least 10–12 certified copies — banks, insurance companies, and courts each require one.
Contact a funeral home or cremation providerIf pre-arrangements were made, contact that provider. Check LegacyPath for their wishes.
Secure the home and gather any petsEnsure the home is locked and any pets are being cared for per their instructions.
Locate the will and contact the executorThe original will may be with their attorney or in a safe deposit box. Check LegacyPath.
📋 Within the First Week
Plan and arrange the memorial or funeral serviceReview their wishes in LegacyPath. Contact their preferred funeral home, clergy, or venue.
Write and publish the obituaryCheck LegacyPath for obituary notes they may have left. Submit to local newspapers and funeral home.
Notify their employer (if applicable)Ask about any final pay, benefits, pension, or life insurance through their workplace.
Notify Social Security AdministrationCall 1-800-772-1213. Any payment received in the month of death may need to be returned.
Contact their attorney to begin probate if requiredNot all estates require probate. The attorney can advise based on the will and asset types.
Notify their bank and financial institutionsBring a death certificate. Ask about joint accounts, beneficiary accounts, and next steps.
File life insurance claimsContact each insurer with a certified death certificate. Claims are typically paid within 30–60 days.
Forward their mailSet up mail forwarding with USPS to ensure nothing is missed during estate settlement.
🗓 Within the First Month
Cancel or transfer subscriptions and servicesStreaming services, magazines, gym memberships, phone plan, utilities if the home will be vacated.
Notify Medicare, Medicaid, and health insurance providersCancel their health insurance and Medicare to stop billing. Request a refund of any overpayments.
Contact the DMV to transfer or cancel vehicle titlesBring the death certificate and title. Rules vary by state.
Notify credit card companies and close or transfer accountsRequest a credit freeze with all three bureaus (Equifax, Experian, TransUnion) to prevent fraud.
Notify the IRS and state tax authorityA final tax return will need to be filed. A tax professional can guide you through this.
Notify the passport officeReport the death to the U.S. State Department to cancel their passport and prevent identity theft.
Handle digital accounts — email, social media, cloud storageFollow their digital wishes in LegacyPath. Memorialize, close, or transfer each account.
Notify veterans organizations if applicableThe VA provides burial benefits and survivor benefits. Call 1-800-827-1000.
Review and manage the home — rent, mortgage, or saleContact their mortgage lender or landlord. A surviving spouse may have special protections.
Distribute personal property per their wishesRefer to the will and any specific bequests documented in LegacyPath. Document what goes where.
📆 Within 3–12 Months
File the final federal and state tax returnsDue April 15 of the year following death. A CPA or estate attorney can help.
File for estate tax return if applicableRequired if the estate exceeds federal or state exemption thresholds. Consult an estate attorney.
Complete the probate process and close the estateOnce all debts are paid and assets distributed, file a final accounting with the probate court.
Transfer real estate titles and deedsWork with an attorney or title company to transfer property to heirs or prepare for sale.
Apply for survivor benefitsSocial Security survivor benefits, pension survivor benefits, and any applicable annuities.
Update your own estate documentsReview your own will, beneficiaries, and powers of attorney — especially if you were named in theirs.
🌿 Take Care of Yourself
Accept help from friends and communityLet people bring meals, run errands, or simply sit with you. You don't have to do this alone.
Connect with a grief counselor or support groupGrief has no timeline. Professional support can help at any stage — weeks, months, or years later.
Preserve their memory in a way that feels rightA memory book, a donation in their name, a gathering of friends — whatever brings comfort.
Listen to any personal messages they left in LegacyPathWhen you're ready — there is no rush. Their words are there whenever you need them.
Share meaningful photos and memories with familyGather photos, videos, and stories. LegacyPath stores these so they're never lost.
Be patient with yourself and othersGrief looks different for everyone. There is no right way, no deadline, and no wrong emotion.
You are not alone in this.
LegacyPath was built so that when this moment comes, the path forward is a little clearer. Everything they prepared is here for you.