Yourefolio

Yourefolio is a specialized estate and legacy planning software designed specifically for financial advisors to integrate estate planning into their practice.

Is this your company?

Email: info@yourefolio.com

Phone: +1 833-968-7335

Web: https://www.yourefolio.com/

products

• Yourefolio Estate Planning Platform
  Provides comprehensive estate inventory management, document storage, trust planning tools, beneficiary alignment, estate visualization tools, and estate settlement guidance. Includes digital legacy planning for online accounts and digital assets.