thefolder.com
The Folder is a digital platform designed for estate planning firms and their clients, ensuring estate plans remain current, organized, and understood as life evolves. It bridges the critical gap between plan signing and life's inevitable changes by tracking updates to people, assets, and wishes. For families, it provides clarity and readiness, making complex plans accessible. For firms, it streamlines administrative tasks, fosters ongoing client relationships, and enables advisors to focus on high-value guidance. The Folder guarantees that when crucial moments arise, the estate plan is fully prepared and effective.
- Location: India
- Founded: 2003-01-01
- Website: https://thefolder.com
Product & Features
- Continuously updates estate plans to reflect ongoing life changes.
- Provides a centralized view of the estate plan, tracking changes and action items.
- Organizes all individuals involved in the plan and their designated roles.
- Monitors account details, asset holdings, and plan funding status.
- Records personal wishes and legacy instructions beyond formal legal documents.
- Clarifies complex estate plan details using simple, understandable language.
- Facilitates ongoing communication and collaboration between clients and firms.
- Ensures the complete estate plan is organized and accessible when needed.
Founders & Team
- Christopher Brereton — CoFounder/CEO
Frequently Asked Questions
What is thefolder.com?
The Folder is a digital platform designed for estate planning firms and their clients, ensuring estate plans remain current, organized, and understood as life evolves. It bridges the critical gap between plan signing and life's inevitable changes by tracking updates to people, assets, and wishes.…
What does thefolder.com do?
Continuously updates estate plans to reflect ongoing life changes. Provides a centralized view of the estate plan, tracking changes and action items. Organizes all individuals involved in the plan and their designated roles.
Who founded thefolder.com?
thefolder.com was founded by Christopher Brereton.
Where is thefolder.com based?
thefolder.com is based in India.
When was thefolder.com founded?
thefolder.com was founded in 2003.