Someday you (and your kids!) will be so glad you started a Parentfile...
Being a parent is the busiest and most important job we’ll ever have. But with trying to balance everything in our lives, parents forget or lose 71% of the “treasures” from the childhood years. Parentfile makes it so much fun to save these and give them to your child someday in the future…you’ll look back someday and be so glad you did.
There are so many reasons starting a Parentfile is the most valuable thing you could ever do for your children and something they'll be forever grateful for someday...priceless.
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Worldwide Headquarters, California, USA
Parentfile is the first-ever platform for parents (USPTO Registered Trademark 6,152,032). Built by parents for parents, it provides you with one safe and secure online account to save everything important as a parent.
With recommendations on what to save and why it’s so helpful at every stage of being a parent, there are 100s of ways that having a Parentfile helps you remember anything and be prepared for anything…whether it’s tomorrow, next month or even 20 years from now.
It’s about time there was something that helped parents go above and beyond at the most important job we’ll ever have…being a parent. See why so many of today’s generation of parents are starting a Parentfile…start yours today in only 2 minutes.
Simple to set up. Instantly essential. Forever meaningful.
The Missing Layer in Modern Financial Planning
Parentfile helps your clients organize their digital estate and personal legacy — bringing clarity, access, and structure to everything their financial plan supports.
THE OPPORTUNITY
Strengthen Client Relationships Beyond the Portfolio.
Parentfile is a secure digital estate and legacy system that complements your financial plan.
It helps clients:
• Organize key financial documents
• Store digital access instructions
• Document trusted contacts
• Preserve personal guidance for heirs
• Maintain structure across generations
You manage the strategy.
Parentfile supports the digital continuity.
THE SHIFT
Wealth Is Digital.
So Is Legacy.
Your clients now manage:
• Online financial accounts
• Digital statements and tax documents
• Password-protected assets
• Subscription services
• Cloud-based records
• Personal messages and family history
When something happens, families often struggle not because assets aren’t planned — but because information is scattered.
That confusion undermines clarity during the most important moments.
1. Increase Multi-Generational Retention
Engage heirs early by helping families establish a structured digital estate.
2. Differentiate Your Practice
Offer a modern, forward-thinking service few advisors provide.
3. Deepen Client Trust
Position yourself as the advisor who thinks beyond investments.
4. Create Recurring Revenue
Optional referral and revenue-sharing structures available.
5. Reduce Chaos During Transitions
When estates transition, families have clarity — not confusion.
Why Financial Planners Partner With Us
HOW IT WORKS
Seamless Integration With Your Practice
1. Introduce Parentfile as your recommended digital estate companion.
2. Clients enroll through your referral link.
3. We guide them step-by-step through setup.
4. You remain the financial authority — we provide digital structure.
White-label and co-branded options available.
Security & Professional Standards
• Encrypted storage
• Secure authentication
• Controlled access permissions
• Structured digital estate framework
• Designed for long-term preservation
We do not provide financial advice.
We support organization and continuity.
POSITIONING STATEMENT
Financial Planning Protects Assets.
Parentfile Protects Clarity.
Together, they create a complete legacy system.
IDEAL PARTNERS
Parentfile works best with:
• Fee-only financial planners
• Registered investment advisors (RIAs)
• Multi-generational family offices
• Advisors serving young families
• Planners focused on legacy continuity
Complete the Financial Plan.
Offer your clients a structured digital estate solution that strengthens legacy, clarity, and continuity.
The Missing Layer in Modern Financial Planning
QUICK LINKS
What Parents Are Saving
Life Before & After Parentfile
Frequently Asked Questions
Schedule a Guided Setup Call
View Plans & Pricing
Partner With Us
Estate Attorneys
Financial Advisors
Life Insurance Agents
Divorce Attorneys
Pediatricians
Accountants
Banks
Hospitals
Partnership & Affiliate Inquiries
USPTO Registered Trademark 6,648,455
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Company
Why Parentfile
