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Yourefolio
Yourefolio is a specialized estate and legacy planning software designed specifically for financial advisors to integrate estate planning into their practice.
Email: info@yourefolio.com
Phone: +1 833-968-7335
Web: https://www.yourefolio.com/
products
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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.