LastingPath

When someone dies, the surviving family faces a brutal paradox: at the worst moment of their lives, they inherit a mountain of bureaucratic complexity. Over 47 legal, financial, and government forms. Probate filings. IRS deadlines. Creditor negotiations. Account closures across banks, insurers, the VA, Social Security, and more. Most families either hire an estate attorney at $300+/hour or stumble through it alone, missing deadlines and leaving money on the table. We were asked to build something that could carry families through this process with clarity, not just automation.

LastingPath is a full-service estate administration platform that guides users step-by-step through every obligation that follows a death. We built 47+ guided form wizards — from IRS Form 56 (fiduciary notice) to Form 706 (estate tax) to RUFADAA-compliant social media access packets — each broken into plain-language steps with contextual help. At the center sits Sage, an AI agent powered by Claude Sonnet 4.6 with tool-calling capabilities. Sage analyzes the specifics of an estate, recommends which tasks apply, reviews uploaded documents via Tesseract.js OCR (extracting details from death certificates, for example), and nudges users when deadlines approach. It is not a chatbot pasted onto a dashboard. It is an integrated reasoning layer that understands estate context. We also built Creditor Shield, which uses AI to analyze incoming creditor claims against the estate, flag invalid ones, and generate cease-and-desist letters. For the concierge tier, Plaid integration enables automatic bank account discovery — surfacing accounts the family may not even know exist.

The platform runs on Next.js 15 and React 19, backed by Supabase for PostgreSQL, authentication, and row-level security. Sensitive fields — Social Security numbers, EINs — are encrypted at rest with AES-256-GCM. The application spans 165+ routes across 65+ dashboard pages, with an estate ledger for tracking income, expenses, and distributions, plus a document vault for secure file storage. Five cron jobs handle deadline alerts, renewal reminders, Sage nudges, re-engagement emails, and churn prevention. Stripe powers three pricing tiers — Family at $149, Family Support at $249, and Concierge at $599 — along with a six-month extension option. A full legal audit trail logs every estate event for compliance. Alongside the core product, we shipped AfterSomeoneDies.com, a companion SEO site covering 50 states across 15 situations and 40 tasks, designed to capture search traffic from people in the earliest, most confused stage of loss.

LastingPath replaces what previously required an attorney, a CPA, and weeks of research with a single guided platform. Families move through complex multi-step processes — probate, final tax returns, VA benefits, life insurance claims, retirement account transfers, property title changes, digital estate management — without needing to know what comes next. The AI agent handles the cognitive load of sequencing and prioritization, while the form wizards handle the execution.