Help clients organize everything — without doing the legal work yourself.
Path gives financial planners, wealth advisors, and trust officers a way to help clients organize their full estate picture — while the actual legal drafting and filing stays with a licensed attorney, either through Path's network or the client's own.
Vault, asset information, and beneficiary details in one place — a clearer starting point for the planning conversations you already have.
Complements your advisory work
Path is not a law firm and doesn't replace your role or an attorney's — it organizes what a client has, so the planning conversation starts from a clearer picture.
Coordinate securely, with permission
Client-controlled visibility lets you stay in the loop on what's organized, without taking ownership of the legal process.
Draft note — not for publish, and higher priority than most flags on this project: this page needs extra legal review beyond the usual fee-splitting question. Estate planners are not attorneys, and what a non-attorney financial professional may advise on regarding wills, trusts, and estate documents varies by state and by license type (CFP, RIA, insurance-licensed, etc.) — some states restrict non-attorneys from giving anything resembling legal advice on these topics. Confirm this page's language doesn't suggest estate planners can advise on, interpret, or recommend specific legal provisions — only that they can help clients organize information, with the actual legal judgment coming from an attorney. This is a more restrictive audience than the attorney page above, not a looser one.
Interested in bringing Path to your clients?
Tell us about your practice and we'll walk through how Path can fit into your planning process.