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Yourefolio Blog Posts


What Clients Don't Tell Their Financial Advisors Would Surprise You
Estate planning helps uncover items clients would not normally tell advisors
Staff Writer
Nov 19, 2024
3 views


Will AI Really Make an Impact in Estate Planning Technology?
AI and the effect on estate planning
Staff Writer
Nov 19, 2024
4 views


How estate planning attorneys can compete with “do-it-yourself” document systems
They are everywhere, do-it-yourself Trusts and Wills. It started with Legal Zoom and Rocket Lawyer.
Staff Writer
Nov 15, 2024
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The Landscape of Estate Planning Technology in 2024
Well, here we are again, our annual review of the estate planning technology landscape.
Staff Writer
Nov 15, 2024
10 views
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