The Legacy Path Workflow
Legacy Path Solutions follows a consistent, repeatable workflow designed to help individuals and families move forward with clarity and confidence. Clients trust the process because the process is predictable.
The Workflow Steps
Client Intake
Information is collected and organized to establish a clear starting point.
Discovery & Education
Clients learn what planning options exist and what steps are involved, without receiving legal advice.
Package Selection
Clients choose the planning package that fits their needs based on education and clarity.
Platform Setup
Client accounts are created within the planning platform to begin guided execution.
Document Completion
Clients complete documents through structured workflows and partner platforms.
Signing / Notary Coordination (if applicable)
Signing and notarization steps are coordinated when required.
Roles & Boundaries
Clear roles reduce risk and confusion—for everyone involved.
Support Specialists provide guidance and organizational support throughout the workflow.
They:
● Guide clients through intake and planning workflows
● Schedule and manage follow-ups
● Track progress and completion milestones
● Provide organizational support only
Support Specialists do NOT:
● Give legal advice
● Interpret laws
● Recommend legal strategies
Alliance Partners focus on education and connection, not execution.
They:
● Introduce and educate their audience
● Host events or make referrals
● Stay connected without managing the client process
They do NOT:
● Manage or oversee client workflows
● Provide legal advice or planning recommendations
● Handle documents, platforms, or implementation steps
● Act as the decision-maker for clients