The Folder Information

Life changes. Your plan should too. The estate planning platform for firms and families. Estate planning attorneys got into this to protect families at their hardest moments, not to spend their days doing repetitive admin. Families do the loving thing, make a plan, and trust that the people they love are safe. But most estate plans quietly fail. Not because they were poorly drafted, but because they were never funded, never updated, never understood. Life keeps moving. Clients drift after signing. And when the moment finally comes, the people they love are left guessing. The Folder changes that. We take the admin off the attorney's plate, so their days go to the top of their license—to families, not forms. And we keep every family's plan alive: current, funded, and understood, in plain English, in one place the people they trust can reach. Because a plan isn't a moment. It's a promise. Life changes, so the plan should too. The Folder is the client intelligence and lifecycle system for estate planning firms. AI-assisted. Attorney-controlled. Built for the moments that matter most.