Yourefolio™ Partners with Brentmark Inc.’s Estate Planning Tools Providing Advanced Planning Calculations

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Brentmark Yourefolio Estate Planning Technology

Yourefolio™, the leader in estate and legacy planning software, has partnered with Brentmark, Inc. to provide advanced planning calculations through the Yourefolio™ platform. Brentmark, Inc. the leader in advanced planning calculations for estate, retirement, and charitable planning, provides tools for highly accurate calculations, visual reports, and a solid understanding of many tax decisions that High Net Worth clients face when planning for the transfer of their estate.

The single sign on portal connects users seamlessly to Brentmark, Inc. Estate Planning Tools within the Yourefolio™ application. Estate planners creating a plan with their clients can access the calculations and pair those up with Yourefolio’s™ Flowwhiz illustration tool. The hard numbers along with stimulating visuals make it easy for clients to understand tax strategies within their estate.

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