Yourefolio Information

The Yourefolio platform provides an innovative experience for estate planners, their clients and everyone in-between. Equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them. Estate planning has never been easier. What's Inside: • Client On-boarding – prospect new clients and on-board their data with Interactive Estate and Legacy Planning Modules • Task Management System – communicate with other professionals and family members for collaborative planning • Plan Design Summary – a unique summary of the entire estate plan that is easy to understand, no matter how complex • Client Access – grant clients 24/7 access to their estate and legacy plan • Other Features: * Document Storage (including the capability for other professionals and clients to upload documents) * Algorithms that analyze data, identify deficiencies and notify you when item(s) need reviewed * Drop-n-Drag Flowcharts for illustrating different scenarios * Calculators for determining tax liability, future estate values and current net worth * A Family Album for clients to store and share photos, videos and stories * NEW – Onboard existing clients with our Redtail Technologies and TD Ameritrade integrations * NEW – Genealogy Tree