A household-continuity record your clients can actually use.
Foldstead organizes the everyday fabric of a household — accounts, policies, property, subscriptions, and the order of operations — into one calm record the family can act on. We work with select institutions to embed or co-brand that record inside the conversations you already have with households.
Where a household-continuity record does its best work.
Every embedding is optional. We can hand you a private label the household login from, or sit quietly behind your existing portal — the record never leaves the family’s control.
Banks
A household-continuity record a banker can hand a widowed spouse — every account, payee, contact, in the right order.
Embed sample: “Bank of X · Checking …4421 · Next call: branch officer Maria N.”
Insurance carriers
A single source of truth for every policy on the household binder — claim lines, agent contacts, renewal dates.
Embed sample: “Auto · GEICO · Policy …2031 · Claim line, agent, renewal: Oct 4.”
Wealth advisors
A trusted estate-handoff record that survives the head-of-household transition — co-branded for your client, not your firm.
Embed sample: “Advisor Jane, CFP · Schwab IRA …7714 · Designated: spouse, then son.”
Estate attorneys
An operational layer beyond the will — document vaults, contact rosters, and the household plan the family can actually execute.
Embed sample: “Law Office of Y · Will + trust location · Next call: paralegal Sam.”
Conversations, not a signup form.
Tell us a little about your organization and the households you serve. We read every inquiry by hand, and replies come from the founder — not a queue. We’ll figure out together whether there’s a real fit before any paperwork changes hands.
- Typical partners: regional banks, mutual insurers, independent RIAs, and small-firm estate planners.
- Typical fit: 200–20,000 households under your roof, with a continuing-relationship story we can ride alongside.
- Not a fit yet: direct-to-consumer aggregators, ad-supported estate tools, anything that puts the record behind a paywall on the household side.
Reaches the founder directly. We never share your inquiry.
If you’re a household,
start the binder instead.
The free document vault is the front door — keep the essentials together now, hand the record to the people you love later.
For households →