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A Study in Estate Planning Data Analytics
August 4, 2020

A Study in Estate Planning Data Analytics

By Aris Jhaveri, Data Analytics Intern at Yourefolio

Advancements in technology have been reshaping jobs, the way we work and employment opportunities for quite some time.  Some professions have “disappeared” because of technological advancements.  This could be said for a lot more professions as automation through technology advances. While technology can improve or enhance the job, it cannot give us one thing we all wish there was more of…time. 

In estate planning, technology can provide efficiencies that allow professionals and the clients they serve less time spent on the actual process so they can enjoy more time with their families.  No one knows when that time will come so any extra time we can get is greatly appreciated.  This goes for the professional and the client.

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Behind the Numbers - Client Retention with Yourefolio
April 14, 2020

Statistics vary on what percentage of assets are lost by financial professional when the passing of a client or clients occur under their management. Further studies also show that there is a significant wealth transfer occurring currently because of an aging population. While the numbers vary, we have been studying the retention and next generation numbers of the past few years to see how estate and legacy planning are affecting professional’s retention of assets that they advise on...

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Client Crisis Care Programs
September 12, 2019

Client Crisis Care Programs, sometimes called maintenance programs, are a valuable client service offering that can also provide a significant amount of recurring revenue.  As valuable as estate planning may be, most clients will have a crisis before they realize the passing of a loved one...

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Yourefolio Estate and Legacy Planning Software
November 27, 2018

Digital assets are a trending topic and becoming an ever-important aspect of estate planning with today’s digital age.  As individuals become digitally savvy and more and more aspects of our everyday life are consumed by technology, planning for clients’ digital afterlife will become standard in estate planning.  What this really means is that planning for digital assets is becoming the elephant in estate planning and at the same time a golden opportunity for estate planners.  This white paper will provide some basic understanding for planning for digital assets.

 

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Yourefolio Estate and Legacy Planning Software
October 24, 2018

Let’s face it, humans are very busy. Technology is changing manual processes to create efficiencies. Technology is evolving every day and moving toward replacing jobs that entrepreneurs feel there is an opportunity to disrupt. As technology continuously evolves, we have seen little movement in estate planning technology until recently. 

It appears more and more startups are targeting the practice of document drafting and particularly the area of estate planning. Start-ups like Estate Guru and EP Navigator target financial advisors to move their instant document service through the market. Their primary focus is to produce on the spot documents for advisors’ clients while advisors are in the discovery stage. They even find attorneys in each state to attach their names to the documents.

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