An elevated review of your estate plan to discover untapped opportunities

Realign your purpose and your values with your plans

“Do my plans reflect the heart behind all I’ve built?”

Estate documents explain what happens, but they often miss the why.

Periscope Path, exclusively from Thompson & Associates, gives you space to uncover your values, clarify your intentions, and create a personalized roadmap so your legacy is carried out with clarity and confidence.




“We now have a new and exciting understanding of our family values and the opportunities our legacy can provide for our children and the charities we support.”


“Thompson & Associates guided us through a thoughtful, pressure-free planning process that truly had our best interests at heart. They listened carefully and presented meaningful options that helped us achieve our goals.”



“Working with Thompson & Associates was a rewarding experience. The process encouraged me to reflect on my values and legacy, and my associate thoughtfully offered options to fulfill my goals. It was time well spent.”


"The process is thorough, but not overwhelming. It begins with an excellent educational process and facilitates mutual understanding and dialogue of intent. Based on that, executable recommendations are made that benefit the client and if charitably inclined, charities they are passionate about."

"I strongly recommend this valuable service. The key factors for me were that the program is offered at no cost, does not threaten the work of my current professionals, and is highly beneficial information for me to hand over to them to execute. My associate was well-informed, professional, easy to get along with, and never pushy. The program's confidential nature assured me nobody would know my business outside of those I choose to share it with."

"We were unaware of the intricacies of estate planning before we began the process with our Associate. We learned that estate planning is essential as it not only ensures our assets will be distributed according to our wishes, but it also can help minimize taxes and legal complications for our loved ones. By planning ahead, we are able to provide peace of mind for our loved ones and philanthropies after we are gone."


"Any concerns I had about meeting a pushy sales type were quickly alleviated. Our Associate was low-key, attentive, sincere and focused on understanding our needs. His aim wasn't to pressure us but to ensure we met family goals, minimized future tax burdens and maximized the amount of good we can do."
"As a veteran financial advisor, I understand the value of and recommend that my clients properly prepare estate plans customized to their specific situations and unique needs. Personally, my wife and I already had a comprehensive plan, but knew another review would be valuable, and I'm pleased with the outcome. Our Associate is well-informed and professional and delivered the highest level of confidence during the process. This non-threatening approach is an excellent service for our community, and I plan to share my experience with fellow advisors and clients."

More Than
Legal Documents

Estate plans should capture your heart, not just your assets.

Estate documents define what happens, but they rarely capture why it matters. Without clarity, intentions can turn into assumptions—leaving families unsure and even divided. These aren’t just legal questions, they’re legacy questions

Meet Your Guide

 A Trusted Path to Follow

Your Periscope Path Associate walks alongside you and your trusted advisors to align your passions and your plans. Periscope Path is provided exclusively by Thompson & Associates drawing on over three decades of expertise and more than 12,000 families served.  Our technical experts help align passions with estate plans, providing clarity and peace of mind.

Through a series of guided, one-on-one conversations, your Associate helps you reflect on your values and uncover opportunities often missed in traditional planning:

  • Navigate complex planning choices with greater clarity
  • Discover ways to make estate distributions more efficient and impactful
  • Ensure your plans support both loved
    ones and meaningful causes
  • Provide advisors with a clear roadmap
    they can implement with confidence

The result is more than a plan on paper, it’s a legacy that truly reflects both your heart and your intentions.

Our Process

  • Discovery: Meet with your Periscope Path Associate to share your story, goals, and what legacy means to you.
  • Values Conversation: Reflect on the people, causes, and principles that shape your decisions. Together, you’ll begin to see opportunities to align your plans more closely with your heart.
  • Personalized Roadmap: Walk away with a written guide that captures your renewed values and intentions, showing where your plan can be clarified or strengthened.
  • Advisor Integration: Share your roadmap with your trusted attorney or financial advisor so they can carry out your wishes with clarity and care.

Start your journey today.

Periscope Path is offered as a complimentary gift through partner organizations that work with Thompson & Associates. It’s a way of saying thank you to their supporters—a meaningful opportunity to ensure your plans reflect not only your assets, but also your heart and your values.

This guided process is completely confidential, provided at no cost, and
designed to complement the work of your trusted advisors. You’ll walk away with a personalized roadmap that brings clarity, confidence, and peace of mind about the
legacy you’ll leave behind.