For estate planning firms and the families they guide
Life changes.
Your plan should too.
The Folder keeps plans working long after they’re signed. Firms keep their whole book engaged. Families stay ready for the moment it matters.
Keep your whole book engaged and every household close.
Understand your plan, keep it current, share it.
Photo by Xavier Mouton Photographie on Unsplash
The gap
Most planning stops at signing.
However, lives don’t stop.
A plan signed once and filed away slowly falls out of step with the people it was meant to protect. Families assume the work is done. Firms can’t keep pace with every household. So the plan quietly drifts — until the day it’s needed most.
Because life keeps happening
The shift
A plan is more than its documents.
It’s the people who’ll carry it out, the accounts and property behind it, and the legacy that’s not included in legal documents. The Folder keeps all of it organized, understood, and current — so your plan reflects your life as it evolves.
People & roles
Everyone in their place, kept current
Accounts & property
Organized, with trust funding tracked
Wishes & legacy
What legal docs never capture
Plain-English docs
Understand what your plan says
Better together
Families and firms, on the same plan.
The Folder is the thread between you — keeping families and their firms working from one living plan, so nothing falls through the gap in between.
For families
Understand it. Keep it current. Share it.
A clear, calm view of your whole plan — and the people you trust, in it with you.
Explore for families →For firms
Stay close to every household.
Keep your whole book engaged and current — and turn ongoing care into lasting relationships.
Explore for firms →When it matters
When the moment comes, The Folder is complete.
A parent passes. The family opens The Folder.
The documents are there. The people and their roles are there. The wishes are there — explained in plain English, with clear next steps.
No scramble. No guessing. Just a plan that worked when it was needed most.
Estate plan · in plain English
The Rojas Family Living Trust
Get started
Life changes. We’ll help keep your plan in step.
Choose your path — whether you’re a family putting a plan in place, or a firm caring for many.