The Folder

Photo by Ty Downs on Unsplash

For families

When the time comes,
Your family won’t have to guess.

Everything they’ll need, in plain English and up to date, with the people you trust already in place. Start with what you have, or start from scratch.

See what’s inside ↓

Have a code from your firm?

A calm place for everything

It should feel this simple.

Guided, never overwhelming. You see progress, not a pile of tasks. The most important next step is always clear.

The Folder family dashboard

Plain English

Finally understand what your plan says.

The Folder reads every document and explains it. A clear overview and the key points, in language anyone can follow. No legal training required.

  • — What each document actually does
  • — Who’s named, and for what
  • — What still needs your attention

Estate plan · in plain English

The Living Trust

✓Your home passes to your children
✓A successor trustee is named
!One account still needs funding

Your people

Bring in the people who matter, while you’re here.

Family, your financial advisor, your executor. Everyone in their place, so your plan is a conversation now, not a search through drawers later. You decide who sees what.

The Folder people and roles

Invited into someone’s Folder? You’re in the right place. Someone trusted you with an important role. Sign in to see exactly what they’ve asked of you, and what to do.

Beyond the documents

The things a will can’t hold.

Your will decides who gets the house. It can’t tell your daughter what you’d want her to know on her wedding day. The Folder holds that too. Write letters your family opens at the right moment. Save the stories only you can tell. Pass down what you actually learned. It’s the part no one expects, and the part they keep forever.

LettersMemory LaneFamily ValuesKeepsakes

All in one place

One place for everything your family will need.

Wills & trustsPeople & rolesCash, stocks & retirementReal propertyPersonal propertyDigital accountsHousehold & petsMedicalFinal wishesFamily valuesLetters to loved ones

See it for your own family.

Everything in one calm, secure place, ready in minutes.

When it matters most

Designed for midnight.

It’s 2:14am. The call comes.

Where are the documents? Who do they call? What happens next?

They open The Folder. Everything they need is right there. In plain English, with clear next steps.

The plan works, exactly when it’s needed most.

2:14
Saturday, March 15
The Foldernow
Your plan summary
Everything your family needs is right here. Tap to view documents, contacts, and next steps.
The Folder2m ago
Who to call first
Your executor and attorney, with contact details, in order.
The Folder5m ago
Trust funding checklist
3 accounts to retitle. Here’s exactly how.

Executor preview

What your loved ones will see

Documents
Will, trust, directives
People & roles
Who to call, first
Accounts
Where everything is
Final wishes
In your words

Peace of mind

See what your family will see.

With Executor Preview, you can see The Folder the way the people you leave it to will see it, so you know it’s clear, complete, and ready before it’s ever needed.

Never alone

Your attorney is in this with you.

The Folder keeps you and your firm connected, so your plan stays current and trusted guidance is always close. You’re never figuring it out alone.

Shared securely, only with the people you choose

You decide what each person can see

Trusted guidance is always close

Built to be trusted

Your life, kept private.

Bank-level encryption

Your information is encrypted end to end.

Never sold, ever

Nothing is sold, ever. No ads.

You control access

Decide exactly who sees what, and when.

SOC 2 compliant

Independently audited security.

Good to know

Questions, answered.

Is my information private and secure?
Yes. Everything is encrypted, independently audited (SOC 2), and never sold. We don’t show ads. You control who can see each part of The Folder.
What’s included in my membership?
Everything in The Folder: plain-English document summaries, people & roles, accounts and property, digital, household, medical, final wishes, family values, and Executor Preview, kept current as your life changes.
I was invited into someone else’s Folder. What does that mean?
Someone trusted you with a role in their plan, as family, an advisor, an executor, or a beneficiary. Signing in shows you exactly what they’ve shared and what, if anything, they’ve asked of you. You only see what they choose to share.
What if my firm already provides The Folder?
Then you may already have full access at no cost to you. Just sign in. If you’re not sure, sign in and we’ll let you know.
Do I still need my attorney?
Absolutely. The Folder doesn’t replace your attorney. It keeps you connected to them. Your firm stays involved, and The Folder makes their guidance easier to act on.
What can I keep in The Folder?
Far more than documents: the people in your plan and their roles, accounts and property, digital accounts, household details, medical information, final wishes, and the values and messages you want to pass on.
Do I need an estate plan to use The Folder?
Not at all. Many families start with The Folder before they have any documents. Organize what you already have, capture your wishes, and bring in the people you trust. It makes putting a plan in place easier when you’re ready, and your family is more prepared in the meantime.
How do I get started?
Create your account and follow the guided steps. Most people start by reviewing the people already in their plan, it takes just a few minutes.

Getting started

Up and running in minutes.

1

Start free

Sign up in minutes. Start fresh, bring what you already have, or step into the Folder your firm set up for you.

2

Build The Folder

Guided, never overwhelming. Add your people, documents, and wishes at your pace.

3

Stay current

We prompt you as life changes, so your plan is always ready and never goes stale.

Start free

Start The Folder today.

A clearer, calmer way to take care of the people you love.

Free for 30 days

No credit card required.

Then $349/year, less than $1 a day. Billed annually.

✓ Everything in The Folder, included

✓ SOC 2 · bank-level encryption

✓ Invite the people you trust

Have a code from your firm?

Encrypted · never sold · you control access