Yourefolio
1 Reviews and Ratings
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.