June 25, 2017 5:17 AM ET

Internet Software and Services

Company Overview of Yourefolio Incorporated

Company Overview

Yourefolio Incorporated develops an advisor driven software that focuses on estate and legacy planning. The company’s software assists users in providing a platform for their client's documents and information. Its software provides a planning process that extracts data for the beneficiaries; contact with beneficiaries, family members, trustees, and collaborating professionals; algorithms to recognize deficiencies and open up conversations; and automatic notification features and a social security master database link. The company’s software is accessible through financial advisors, estate planning attorneys, insurance professionals, and certified financial planners. The company is based in ...

5005 Rockside Road

Suite 915

Cleveland, OH 44131

United States



Key Executives for Yourefolio Incorporated

Yourefolio Incorporated does not have any Key Executives recorded.

Yourefolio Incorporated Key Developments

Yourefolio Launches Yourefolio Version 2.0

Yourefolio has released Version 2.0 to include an unprecedented avatar-assisted onboarding process. Conceptualized by advisors, estate planning attorneys, Certified Financial Planners® and insurance professionals, the next generation of Yourefolio offers a number of additional new features designed to better educate advisors' clients on the most vital aspects of estate planning, as well as to enhance advisors' overall visibility of client assets and important planning documents. Yourefolio 2.0 features an avatar-assisted onboarding process that is first of its kind among estate planning software. The avatar guides clients through a series of thought-provoking questions to help them better understand the intricacies of estate planning that go beyond the transfer of wealth -- such as inner family workings, transfer of family heirlooms and other special instructions. These features were co-developed by psychologists to clearly and thoughtfully educate clients on the emotionally challenging aspects of end of life planning, while helping advisors better understand their clients' family dynamics and avoid potential issues in the transferring of their estates. Among the software's most unique features is its connection to the Master Death Index, which alerts advisors in the event of a client's passing, thereby prompting them that it is time to initiate the carefully constructed contingency plan that they've built together. Yourefolio's flip book feature allows users to upload family traditions, messages, photos, videos and ethical wills to their own personal digital album. It also includes detailed instructions for beneficiaries so that nothing is left for interpretation. For the advisor, detailed algorithms provide guidance on the titling of assets to point out those that may be subject to probate or could cause a delay in the transfer of wealth. Flow charts give a view of the monetary transfer of items, as well as details such as how assets may be paid out, who is taking care of pets or children and any additional special instructions.

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