@yourefolio.com
The only comprehensive advisor-driven estate and legacy planning software
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About
Description
Yourefolio is a premium brand that specializes in estate and legacy planning software. We understand that estate planning is more than just a collection of documents in a binder - it's about providing an exceptional client experience and streamlining outdated processes. That's why we have developed a comprehensive and user-friendly technology platform to modernize estate and legacy planning.
Our software platform simplifies estate planning for professionals, including advisors, attorneys, and advanced planning enterprises. With a variety of modules tailored to different aspects of practice, our platform helps professionals save time and effort while enhancing the client experience. From beginning to end, Yourefolio offers simple, thorough estate planning solutions.
By utilizing our software, professionals can bring all estate and legacy planning processes into one centralized platform, ensuring efficiency and accuracy. Say goodbye to manual tasks and say hello to a 21st-century client experience with Yourefolio. Request a demo today and see how our innovative tools can elevate your practice
Company Type
Privately Held
Company Size
2-10
Year Founded
2014
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