Plan Prepare Peace of Mind
Yourefolio is an estate and legacy planning software created by advisors and estate planning attorneys; equipped with tools that assist with the preparation and organization of an estate to a complete level.
Our software has solved the disconnect between countless documents and the true understanding of transferring an estate. Additionally, it helps foster the creation of beneficiary relationships and assists in maintaining them.
Grow your business and create a unique client experience with these tools and benefits:
- Client Onboarding – three unique methods for inputting client information
- Dynamic Family Planning – understand your clients’ families better with our dynamic planning system
- Task Management System – alleviate the burden of funding a trust and more
- Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex
- Other Invaluable Tools – algorithms that recognize deficiencies, flow charts, balance sheets, other mathematical calculators and a family album for your clients to store and share photos, videos and stories