There is only one way to facilitate the transfer of assets upon death and that is estate planning. By incorporating simple yet effective estate planning into your practice you can now retain valuable assets and capture those that your clients may inherit someday.
Advisors
Our Story Back
The Advisor Process and Client Experience
Engage
Engage clients and prospects by “stress testing” their current estate plan.
The first of its kind “stress test” provides prospects and clients with an understanding of their estate plan and what stress they or their families would incur should something happen to them at this moment. Real life scenarios put into context their understanding of the current estate plan, what concerns or deficiencies they may encounter.
Analyze
Analyze client's estate through our Estate Analysis and Estate Balance sheet modules. The Estate Analyzer’s algorithms analyze the data and finds deficiencies and opportunities within the client's estate. Our Estate Balance sheet is tailored to look at titling and see what is subject to probate and what is protected by Trusts.
Plan
Our “Plan” module allows for the advisor to create an action plan for the estate. Use this as a checks and balances along the way as items are completed. Share the module with other professionals to assist in completing the estate plan.
Next Generation
Connect with those inheriting the wealth in a less intrusive way with our gamification module. This tool is a first of its kind by allowing the beneficiaries to provide valuable information for the estate plan. Such information includes what tangible assets they would like to inherit to what estate responsibilities they wish to partake in. Best of all, it’s mobile-friendly.
Documents
The platform allows advisors to share this information with their favorite attorney. If you don’t have a favorite attorney, let us know, we know a few that may be able to help.
Deliverables
Provide clients with real deliverables they can understand and use. Plan Design Summaries, Estate Analysis and Estate Organizers provide understanding and access to important information and documents at a moment’s notice.
Intangibles
Estate planning is more than just passing on a bank account or house, it is sharing all the memories that have been created with those beneficiaries and loved ones over the course of a lifetime. Our family album allows families to pass on these memories from generation to generation permanently preserved.
Advisors
The Advisor Process and Client Experience
Engage
Engage clients and prospects by “stress testing” their current estate plan.
The first of its kind “stress test” provides prospects and clients with an understanding of their estate plan and what stress they or their families would incur should something happen to them at this moment. Real life scenarios put into context their understanding of the current estate plan, what concerns or deficiencies they may encounter.
Analyze
Analyze client's estate through our Estate Analysis and Estate Balance sheet modules. The Estate Analyzer’s algorithms analyze the data and finds deficiencies and opportunities within the client's estate. Our Estate Balance sheet is tailored to look at titling and see what is subject to probate and what is protected by Trusts.
Plan
Our “Plan” module allows for the advisor to create an action plan for the estate. Use this as a checks and balances along the way as items are completed. Share the module with other professionals to assist in completing the estate plan.
Next Generation
Connect with those inheriting the wealth in a less intrusive way with our gamification module. This tool is a first of its kind by allowing the beneficiaries to provide valuable information for the estate plan. Such information includes what tangible assets they would like to inherit to what estate responsibilities they wish to partake in. Best of all, it’s mobile-friendly.
Documents
The platform allows advisors to share this information with their favorite attorney. If you don’t have a favorite attorney, let us know, we know a few that may be able to help.
Deliverables
Provide clients with real deliverables they can understand and use. Plan Design Summaries, Estate Analysis and Estate Organizers provide understanding and access to important information and documents at a moment’s notice.
Intangibles
Estate planning is more than just passing on a bank account or house, it is sharing all the memories that have been created with those beneficiaries and loved ones over the course of a lifetime. Our family album allows families to pass on these memories from generation to generation permanently preserved.
Why Choose Yourefolio?
It's simple, Yourefolio is a modern technology platform for the 21st century which provides unique advantages to professionals that offer estate planning within their practice.
The best referrals come from other professionals. Why not offer to collaborate on a service that provides unlimited potential to many professions. By working in collaboration with advisors, attorneys and CPA's you can bring advantages that will grow business exponentially.
In the absence of value, price is everything. Attempts to commoditize the services of advisors, attorneys, insurance professionals and CPA’s is real. Utilizing Yourefolio in your practice not only keeps you relevant but makes you an industry leader in integrating modern technology in your practice.