"I really didn’t understand how powerful of a tool Yourefolio was in my practice until I fully utilized it."

"For 30 years, I have struggled with an easy way to capture all the information in a client’s estate plan. Yourefolio not only meets but exceeds the needs of the most complex plan. Finally, a one stop place to know who has what responsibilities without having to continually go back to original documents. Any planner who doesn’t use this software must either not understand estate planning or not have senior clients."

"We had an attorney draw up our trust documents but we truly didn’t understand everything clearly until it was presented to us in Yourefolio."

“Bringing Yourefolio into our technology suite for our advisors allows us not only to bring a Quality Life Plan to every client but allows us to provide a human element to financial advice.”

"I think Yourefolio is a very well thought out solution to an under-served area for financial planners."