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created by Advisors, Estate Planning Attorneys,
Certified Financial Planners and Insurance Professionals

Preserve your client’s legacy by providing a complete level of estate and legacy planning

Plan Prepare Peace of Mind

Our planning process will help uncover your client’s estate planning needs

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Why Use ?

peace of mind

for your clients

Provide your clients with a system that will help them make life’s unfortunate circumstances more manageable by preparing them for anything life may bring their way.

Let our software take you through an insightful estate planning process and let our planning algorithm do all the rest...

Connect the Beneficiaries

Provide the beneficiaries with instant access to those important documents, information and instructions at a time when your clients may be incapacitated or in need and unable to access it.

Engage the next generation

Stay in constant contact with your clients’ beneficiaries through updates and content so they know who has provided them with a valuable resource and the peace of mind knowing that their loved ones are taken care of.

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We take pride in state of the art security

and with our 256-bit SSL Encryption our security is equal to that of a bank.



Good Enough for Banks

Our Systems Security

Strong Enough for us... and you

Yourefolio provides full back end
administrative support and data entry


Features

A vault that extracts the most important information from each document

Constant contact with the beneficiaries through branded content

Dynamic family planning combined with algorithms to recognize deficiencies and open up conversations

Automatic notification features and a Social Security master database link so you do not miss the passing of a client


Flow chart feature to show how duties and assets flow through the beneficiaries


Flip Book feature to share photos and videos to pass on from generation to generation


Collaborate with professionals through sharing and task manager features

A complete estate planning process while allowing our algorithm to recognize deficiencies...

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WHAT ARE YOU WAITING FOR?

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START HELPING YOUR CLIENTS OUT TODAY!

If you are not using this software, another advisor is and they may soon be helping your clients.

So even if you don't know everything about everything, our system will help fill the gaps if there are any and make you look like the expert.

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Enroll for an Account at Yourefolio

Connect with us

support@yourefolio.com



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