Help & FAQs

Start with My Plan. You don’t need to complete everything at once. Add the information that’s most important to your family now, and continue building your Plan over time.

For a quick introduction to the app, you can also watch the 2-Minute SilverPath Tour.
https://silverpathapp.com/tour

No. Your Plan is designed to be completed over time. Start with the information that matters most right now and come back whenever you’re ready to add more.

Select Invite Someone from your Dashboard and enter the person’s information. You’ll be able to choose their role and the level of access they should have.

The person will receive an invitation with instructions for joining your SilverPath account.

SilverPath uses different roles so you can decide how each person participates.

Primary is the person whose Plan is being created.

Collaborator can help add and manage information in SilverPath.

Informed can stay up to date with only the information shared with them but does not have editing access.

Yes. SilverPath is designed so family members and other trusted people can work together. You control who has what permission to edit or view your Plan.

Your Plan gives you one place to organize information your family may need. It includes areas for important people, legal and financial planning, insurance, your home, personal preferences, and other important information.

You don’t have to fill in information that doesn’t apply to you.

Access depends on each person’s role and the Family Access settings you’ve selected.

Family & Access settings let you choose which information is shared with other people in your SilverPath account. You can set these permissions through the Settings (gear icon).

Family Access is a section on the Plan that lists who in your family knows about important information in your Plan and has access to things like your house keys.

Yes. Your Plan is meant to change with you. You can return to information you’ve entered and update it whenever needed.

Yes. SilverPath can create a PDF of your Plan that you can download, save, or print.

Only information included in your Plan will appear in the PDF, so empty sections won’t clutter the document.

The Emergency Summary brings together important information that may be useful when you need it quickly.

It also includes a QR code that provides quick access to the Emergency Summary.

Yes. Don’t enter passwords, PINs, full bank or credit card account numbers, Social Security numbers, or other highly sensitive credentials in SilverPath.

SilverPath is designed to help your family know what information exists and where to find it, not to store passwords or complete financial account details.

The Checklist helps your family keep track of things that need to be done.

SilverPath includes helpful built-in tasks, and you can also create your own tasks and add notes.

Yes. Select the green circle with the + sign at the top and then add a new task. Enter what needs to be done, choose a category, and add any notes you want to remember.

Yes. Notes are available for both SilverPath’s built-in tasks and tasks you create yourself.

Not yet. The ability to assign Checklist tasks to someone else is coming in a future update.

SilverPath’s built-in Checklist items cannot be deleted. They’re included as helpful reminders of things your family may want to consider. You can click the checkbox to mark them as complete.

Tasks that you create yourself can be deleted.

Mark the task complete and SilverPath will keep track of its completion. If something needs attention again later, you can uncheck it and reopen it.

Appointments can include the date and time, provider or appointment name, location, phone number, notes, who’s attending, transportation information, questions to ask, and next steps.

No. The date is required, but the time can be left blank when you don’t know it or when a specific time isn’t needed.

Use Questions to Ask to keep track of things you don’t want to forget during an appointment.

You can add questions ahead of time and have them available when you need them.

Next Steps help you keep track of things that need to happen after an appointment.

They can include an assignee and due date so it’s clear what needs to happen and who’s responsible.

People with the appropriate access to your SilverPath account can see appointment information based on their role and permissions.

Shared Contacts gives your family one place to keep contact information for important people and organizations.

Instead of everyone maintaining separate contact lists, the information can be available to the people in SilverPath who need it.

Add the people and organizations that are useful to your family. These might include doctors and other providers, attorneys, financial professionals, insurance contacts, neighbors, family members, or other important contacts.

Yes. Shared Contacts are designed to make important contact information available to the appropriate people in your SilverPath account.

Janet is SilverPath’s built-in AI assistant. You can ask Janet questions when you need help understanding a topic, thinking through what to consider next, finding trusted resources, or using SilverPath.

Yes. You can ask Janet common questions about how SilverPath works or where to find something in the app.

For example, you might ask:

Janet can provide general information and help explain unfamiliar topics, but she does not replace a doctor, attorney, financial professional, or other qualified professional.

For decisions specific to your situation, talk with the appropriate professional.

Janet isn’t a local search service and shouldn’t be used to find or recommend specific local businesses or professionals.

She can help you understand what type of professional you may want to look for and what questions you might want to ask.

No. Don’t assume Janet can see or verify information simply because it is stored somewhere in SilverPath.

If Janet doesn’t have access to information needed to answer your question, she’ll let you know.

Select the gear icon at the top of SilverPath to open your Profile and Settings.

Select the question mark (?) at the top of SilverPath.

From Help, you can watch the 2-Minute Tour, read frequently asked questions, ask Janet, or email Technical Support.

Open Profile & Settings using the gear icon at the top of the screen. You’ll find the available options for managing your profile and account there.

Use Forgot Password on the SilverPath sign-in screen and follow the instructions sent to your email address.

First, check your spam or junk folder and make sure the invitation was sent to the correct email address.

If you still can’t find it, ask the person who invited you to resend the invitation.

Go to Settings and select Family & Access. From there, you can manage who has access to the Primary person’s Plan and what they are able to do in SilverPath.

If you’re having trouble restoring access for someone who was previously part of your SilverPath account, contact SilverPath Technical Support at support@silverpathapp.com. This may require us to review the account.

If you’ve tried resetting your password and still can’t access SilverPath, contact SilverPath Technical Support at support@silverpathapp.com.

No. What someone can see depends on their role and the access you’ve given them.

For information that supports Family Access controls, you can decide which family members should have access.

No. Your Journal is private to you. Other people in your SilverPath account cannot see your Journal entries.

No. Each person should use their own SilverPath account.

Invite them to your SilverPath account instead of sharing your password.

Update or remove that person’s access from your SilverPath account under Settings (gear icon at the top). If you’re unable to make the change or something doesn’t look right afterward, contact Technical Support at support@silverpathapp.com.

You can review SilverPath’s legal policies anytime:

• Privacy Policy: legal.silverpathapp.com/privacy
• Terms & Conditions: legal.silverpathapp.com/terms
• Cookie Policy: legal.silverpathapp.com/cookies

Technical Support is for problems that can’t be resolved through the Help resources or Janet.

For example, contact Technical Support if:

• You can’t access your account after trying the normal sign-in or password-reset steps.
• Someone was removed, and you’re unable to restore their access.
• Something in SilverPath isn’t working as expected.
• You believe information or access in your account is incorrect.

For questions about how to use SilverPath, try the FAQs or ask Janet first.

Email support@silverpathapp.com and briefly describe what’s happening.

Please don’t send passwords or other sensitive information by email. SilverPath Support will let you know if additional information is needed.