Yourefolio Email Format
Software DevelopmentOhio, United States2-10 Employees
Yourefolio offers a software platform for estate planners, their clients, and related professionals to manage estate and legacy planning. The system supports the full lifecycle—from onboarding new clients and coordinating tasks among advisors to delivering a clear plan design summary and providing clients with 24/7 access to their plan—while helping to create and maintain beneficiary relationships. It includes document storage, analytical tools that identify deficiencies for review, visual scenario illustrations, and calculators for tax, future estate values, and net worth. Based in Westlake, Ohio, the company is a small software development firm focused on facilitating the creation and sharing of estate plans. The product aims to enhance clarity and collaboration for users navigating complex estates. A notable development in its recent history is a partnership announced in October 2021 with Inter Vivos Digital Marketing Ltd, reflecting ongoing collaboration with other firms to expand the platform’s reach.