What is Yourefolio?
The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.
Beyond the entry tier plan, Yourefolio expands to become a full law practice management software platform if desired, with enterprise level features (e.g. role access, custom integrations, etc.).
Prospect and Client Engagement Tools
- Stress Test Estate Plans
- Estate Organizer
- Client Estate Portal
- Crisis Care
- Mobile Application
- Interactive Onboarding Module
- Legacy Planning Module
- Beneficiary Engagement Tool
- Partner Integrations
- Unlimited Access
- Unlimited Prospect and Clients
- Resource Center for Articles and Marketing Campaigns
Beyond the entry tier plan, Yourefolio expands to become a full law practice management software platform if desired, with enterprise level features (e.g. role access, custom integrations, etc.).
Categories & Use Cases
Technical Details
| Deployment Types | SaaS |
|---|---|
| Mobile Application | No |
FAQs
What is Yourefolio?
The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.
How much does Yourefolio cost?
Yourefolio starts at $99.