Yourefolio is a comprehensive estate and legacy planning software platform based in Westlake, OH. They specialize in modernizing outdated and manual processes in estate planning, bringing them into one technology platform to provide a 21st-century client experience. With a variety of modules designed for professionals in the industry, Yourefolio simplifies estate and legacy planning, saving time and effort for advisors, attorneys, and advanced planning enterprises.
Yourefolio's software platform is known for its simplicity and thoroughness, offering a complete solution for estate planners to digitally plan with their clients and beneficiaries from beginning to end. It has received positive reviews from professionals in the field, highlighting its power and effectiveness in capturing all the necessary information for complex estate plans. The company also values strategic partnerships and integrations to provide the ultimate experience for their clients, preserving family stories and values for future generations.
Generated from the website