Yourefolio
Get Full AccessDescription
- Yourefolio is an estate and legacy planning software created by advisors and estate planning attorneys; equipped with tools that assist with the preparation and organization of an estate to a complete level. Our software has solved the disconnect between countless documents and the true understanding of transferring an estate. Additionally, it helps foster the creation of beneficiary relationships and assists in maintaining them. Key Benefits: Client On-boarding three unique methods for inputting client information Dynamic Family Planning understand your clients families better with our dynamic planning system Task Management System alleviate the burden of funding a trust and more Plan Design Summary a unique summary of the entire estate plan that is easy to understand, no matter how complex Other Invaluable Tools algorithms that recognize deficiencies, flow charts, balance sheets, other mathematical calculators and a family album for your clients to store and share photos, videos and stories
-
Headquarters:30400 Detroit Avenue Suite 305, Westlake, Ohio, United States
More -
Phone Number:
-
Website: https://www.yourefolio.com
-
Employees:8
-
Revenue:$1 - 10M
-
Legal Name:Yourefolio
-
Yourefolio's Social Media
-
Is this data correct?
-
| NAICS Code: 334614 |
Show More
Sell more in less time!
Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!
Frequently Asked Questions regarding Yourefolio
-
Where are Yourefolio's Headquarters?
Yourefolio's Headquarters are in 30400 Detroit Avenue Suite 305,Westlake,Ohio,United States
-
What is Yourefolio's official website?
Yourefolio's official website is https://www.yourefolio.com
-
What is Yourefolio's Revenue?
Yourefolio's revenue is $1 - 10M
-
What is Yourefolio's NAICS code?
Yourefolio's NAICS code is 334614
-
How many employees are working in Yourefolio
Yourefolio has 8 employees
-
What is Yourefolio's Industry?
Yourefolio is in the industry of Computer Software
-
Who is Yourefolio's CEO?
Yourefolio's CEO is Scott Huff
-
Who is Yourefolio's Director Of Operations?
Yourefolio's Director Of Operations is Tracey Canterbury