Yourefolio™ and InterActive Legal Announce Partnership and Integration of Platforms

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CLEVELAND, June 18, 2018 /PRNewswire-iReach/ -- InterActive Legal (ILS Management LLC), co-founded in 2003 by renowned Trusts & Estates attorneys, Jonathan G. Blattmachr and Michael L. Graham and Yourefolio™, announced a collaborative partnership and full integration between the InterActive Legal best in class document drafting solution and the Yourefolio platform. This integration will create a unique offering for both estate planning attorneys and financial advisors. The fully integrated platforms will allow advisors not only to share information with attorneys using the Yourefolio™ platform but to also assist with populating information into the ILS document drafting system, eliminating the need to enter duplicate information. This will allow for a more effective document drafting process for estate planning clients of both financial advisors and estate planning attorneys. The partnership will also create a collaboration of advisors and attorneys by offering a pilot program where advisors can voluntarily request documents to accompany their "Plan" created in the Yourefolio™ platform. Once advisors have created an estate plan and subsequently aggregated all the corresponding information, a button can be clicked requesting a collaborating attorney to assist in producing accompanying documents. Those documents can then be delivered through a shared document file. This program will provide a virtual planning experience reducing the workload for everyone involved including clients. "This is an exciting moment in digital estate planning," said Scott Huff, CEO of Yourefolio. Our partnership with InterActive Legal provides a complete estate planning offering for everyone." "For those who offer estate planning as part of their service, this will provide for a better client experience while bringing estate planning into the modern technology era." InterActive Legal CEO Michael L. Graham, and newly named President Vanessa Kanaga, are equally pleased with this collaboration. "This moves the ball forward on better integration, better client communication, and a more robust experience in best practices for all involved. This collaboration is perfectly in sync with InterActive Legal' s goal of creating the best experience for the client and the most seamless information flow for all involved." As part of the agreement, InterActive Legal will provide online resources including webinars, a knowledge base and an advisor forum. The advisor forum will allow advisors to post questions, responses and comments, viewable to other professionals in the industry. This will truly be a great educational resource for financial advisors and attorneys alike. InterActive Legal and Yourefolio™ will be providing a unique collaboration effort between both professions to better serve the industry and clients. For more information about the partnership or integration between InterActive Legal and Yourefolio™ please email or InterActive Legal at About InterActive Legal InterActive Legal' s sophisticated planning and drafting systems help attorneys across the nation tackle the most complicated planning challenges with confidence. By collaborating with some of the nation's most renowned estate planning and elder law experts, InterActive Legal provides subscribers with the most sophisticated knowledge-based system that is both robust and dynamic and includes breakthrough planning strategies, information, and ongoing professional development. It easily handles the highly sophisticated needs of 21st century estate planners and elder law attorneys. InterActive Legal believes in empowering subscribers to Connect, Collaborate and Create® by deploying leading edge artificial intelligence that increases accuracy and efficiency, and allows attorneys to spend more time and energy focused on their clients. Learn more at About Yourefolio™ Yourefolio™ is the first of its kind simple yet thorough estate and legacy planning software for planners and their clients. The 21st century approach to estate planning provides professionals a better way to prospect, engage, plan, illustrate, review and settle estates. Yourefolio™ is designed to bridge the gap in planning for everyone involved. It's more than that binder of documents, it's a platform that goes beyond antiquated estate planning methods by incorporating a digital approach for professionals. Designed with some of the most unique tools in the industry including an avatar assisted onboarding module, a gamification tool for beneficiaries and client passing notifications. Yourefolio™ is the future of estate and legacy planning software. For more information visit, Media Contact: Tracey Canterbury, Yourefolio, 4402524952, News distributed by PR Newswire iReach: SOURCE Yourefolio

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Scott Huff – CEO Yourefolio

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