Waypoint 05

What is Estate Planning?

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"When did Noah build the Ark? Before the rain."
—Cardinal Richard Cushing

Goals are what you HOPE happens, Transitions
are what DOES happen. When life happens,
we’ll have you ready.

Having a baby

Loss of love one

Buy a home

Taxes

Marriage

Health Decline

Caring for aging parent

Military Deployment or
Extended Travel

Accident or illness in family

Divorce

Sell a home

Changes or Business Ownership

At PATH Financial Partners, we know change can be challenging, but with the right plan, it can lead to growth and peace of mind.

Yet only 1 in 3 Americans have an estate plan, and many families experience conflict or confusion when one is missing. We’re here to change that

The Four Most Loving Documents in the World:

Last Will & Testament

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Durable Power of Attorney

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Advanced Healthcare  
Directive

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Revocable Living Trust

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Download PATH’s 2025 Estate Planning Checklist

Why Wealth.com?

With our new partners at wealth.com, a leading online estate planning platform, we’reable to offer our members even more comprehensive and accessible estate planningsolutions.

Estate planning doesn’t have to be stressful.

With PATH + Wealth.com, it’s modern, secure, and built around you.

Elsewhere
Estate documents provided in-house
Outsourced to 3rd party
Bank-level security & encryption with 24/7 secure access
Outdated protection and access
Updated as life changes
Manual updates only at law firm

Start your journey now

See if you are a fit