30400 Detroit Road, Suite 305 Westlake, OH 44145, United States
The future of estate planning software for the 21st century
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. What's Inside: • Client On-boarding – prospect new clients and on-board their data with Interactive Estate and Legacy Planning Modules • Task Management System – communicate with other professionals and family members for collaborative planning • Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex • Client Access – grant clients 24/7 access to their estate and legacy plan • Other Features: * Document Storage (including the capability for other professionals and clients to upload documents) * Algorithms that analyze data, identify deficiencies and notify you when item(s) need reviewed * Drop-n-Drag Flowcharts for illustrating different scenarios * Calculators for determining tax liability, future estate values and current net worth * A Family Album for clients to store and share photos, videos and stories * NEW – Onboard existing clients with our Redtail Technologies and TD Ameritrade integrations * NEW – Genealogy Tree
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......