Yourefolio

Yourefolio is a comprehensive estate and legacy platform for use by financial advisers, Certified Financial Planners, and estate planning attorneys. The innovative platform helps those professionals and their clients with a clearer understanding of their estate and legacy. The software platform provides a planning component with instant access to documents, information and instructions at a time when it is needed the most. Yourefolio provides a unique deliverable for the professional and a tool to strengthen relationships while collaborating with beneficiaries and other professionals.