For families
When the time comes,
your family won’t have to guess.
You made an estate plan to protect the people you love. The Folder helps keep it current, working, and understood, so when your family needs it, they know exactly where things stand.
Your plan, clearly
Don’t just know where your plan is.
Know where it stands.
See what you have, what’s complete, what still needs attention, and what has changed, all in one clear view.
Simple language
Finally understand what
your plan says.
Your estate plan shouldn’t require a law degree to understand. The Folder turns complex documents into clear explanations of what you have, how it works, and who does what.
- — What each document does
- — Who you’ve chosen and why
- — What happens when
- — What may still need attention
Estate plan · in simple language
The Living Trust
Your people
Everyone in your plan.
Clear on their role.
Executors. Trustees. Guardians. Beneficiaries. Advisors. The Folder keeps the people connected to your plan organized, so you know who’s involved and your family knows who to turn to.
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
Your plan is more than
the papers you signed.
Accounts. Property. Insurance. Digital life. Wishes. Important contacts. The things your family may someday need aren’t all written into your estate documents.
The Folder keeps the whole picture connected.
All in one place
One place for everything your family will need.
See it for your own family.
Everything in one calm, secure place, ready in minutes.
When it matters
Designed for midnight.
It’s 2:14 a.m. Something happened.
Your family shouldn’t be searching through drawers, guessing at passwords, or wondering who to call.
They open The Folder.
The plan is there. The people are clear. They know what to do next.
Executor preview
What your loved ones will see
Will, trust, directives
Who to call, first
Where everything is
In your words
For the people you love
See what your family
will see.
Decide what they can access and when. Give them the information they’ll need without giving up your privacy today.
Your attorney
Your attorney stays
in the loop.
The Folder doesn’t replace your attorney. It helps you stay connected between visits, so changes, questions, and unfinished work don’t quietly get missed.
You stay informed Understand your plan between meetings.
Changes get surfaced Know when something may need attention.
Your attorney advises Legal decisions stay where they belong.
Built to be trusted
Your life, kept private.
Your estate plan contains some of your family’s most sensitive information. The Folder is built to protect it and give you control over who can see what.
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.
Want the details — including our straight answer on passwords? How security works →
Good to know
Questions, answered.
Do I still need my attorney?
Do I need an estate plan to use The Folder?
What can I keep in The Folder?
I was invited into someone else’s Folder. What does that mean?
Is my information private and secure?
What’s included in my membership?
What if my firm already provides The Folder?
How do I get started?
Start today
Life changes.
Your plan should too.
Start with the plan you already have. The Folder helps you understand it, keep it current, and make sure your family knows what they’ll need when the time comes.
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