Wealth & Private Banking › Trust & Estate › Estate Planning

Yourefolio

Estate-planning software for financial advisors with visual planning and document tools.

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Overview

Yourefolio is estate-planning software for financial advisors and estate-planning attorneys, combining client data gathering with visual planning and document tools. It helps advisors illustrate estate strategies and support clients through the planning process.

The platform offers flowchart-style visualizations and document features alongside client onboarding, helping advisors present estate-planning scenarios and produce related materials.

Key Features

+ Estate-planning software for advisors
+ Visual flowchart planning
+ Client data gathering and onboarding
+ Estate strategy illustration
+ Document tools
+ Scenario presentation for clients

Integrations

Open API

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