Why Use 
?
?
peace of mind
for your clients
Provide your clients with a system that will help them make life’s unfortunate circumstances more manageable by preparing them for anything life may bring their way.
Let our software take you through an insightful estate planning process and let our planning algorithm do all the rest...
Connect the Beneficiaries
Provide the beneficiaries with instant access to those important documents, information and instructions at a time when your clients may be incapacitated or in need and unable to access it.
Engage the next generation
Stay in constant contact with your clients’ beneficiaries through updates and content so they know who has provided them with a valuable resource and the peace of mind knowing that their loved ones are taken care of.
folio with their most private data, and we make it a priority to take our users' security and privacy concerns seriously. We strive to ensure that user data is kept secure, and that we collect only as much personal data as is required to provide our services to users in an efficient and effective manner.
