Yourefolio

Yourefolio was the product of a financial advisor who was tired of referring estate planning to outside attorneys. To remain in control of the process and add planning to a suite of services, Yourefolio is the only estate and legacy planning software for advisors. Wealth transfer is facilitated through estate planning, Yourefolio provides the opportunity to connect to the next generation, prospect using estate planning and provide an invaluable service to clients create a less intrusive referral for business growth