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. The integration with Wealthbox allows users to easily transfer client data from Wealthbox to Yourefolio’s estate planning software.
“Wealthbox's intuitive design combined with Yourefolio's robust estate and legacy planning capabilities is a powerful integration.”
CEO of Yourefolio