Yourefolio

Yourefolio is an innovative estate and legacy planning technology designed to bridge the gap of understanding between all parties involved in the estate planning process. From a unique avatar assisted onboarding, granular details of each item of transfer, communicating tools and a great way to connect to the next generation. Yourefolio is more than a secure and shareable vault, it is the most comprehensive estate and legacy planning solution for your clients. Be the complete and comprehensive financial planner by offering your clients a unique estate and legacy planning experience.