Yourefolio Releases "Organize Your Estate" Module

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Yourfolio Estate Organizer

Yourefolio, the leader in estate and legacy planning software, is releasing its highly anticipated lead generation tool. Due to the current pandemic environment, Yourefolio has received numerous inquiries by consumers for services. In an effort to help consumers’ estate planning needs, Yourefolio created the first of its kind, Organize Your Estate consumer module.

"Yourefolio's Organize Your Estate tool can provide a level of certainty during this pandemic"

The module is designed to help people organize their estate. While Yourefolio remains committed to their professional software platform, this new module serves as a bridge for the consumer to estate planning. A recent article in Forbes* suggests that nearly half of Americans over 55 do not have an estate plan. Yourefolio is committed to helping professionals get them started. This new lead generation tool will help get them started and provide them with a help button should they need it.

Read the entire press release here


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81% of the U.S. population has at least