Yourefolio
HQ Address
30400 Detroit Road, Suite 305 Westlake, OH 44145, United States
Website Address
Business introduction
Estate Planning is more than a binder of documents. Clients and prospects deserve better
We modernize outdated and manual processes in estate and legacy planning and bring them into one technology platform. We help professionals provide a 21st century client experience
The Yourefolio platform provides an innovative experience for estate planners, their clients and everyone in-between. Equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them. Estate planning has never been easier.
Yourefolio Solutions
Yourefolio
Modules and tools for all your needs Whatever your business needs, Yourefolio provides options to help with simple yet effective tools, modules and intangibles that provide distinct benefits for your practice. Engage clients and prospects by “stress testing” their estate plan The first of its kind “stress test” provides prospects and clients with an understanding......
