One Platform for Solo Practitioners'
Yourefolio's platform provides a one-stop shop for a virtual estate planning experience. Client onboarding, notes and a portal coupled with a document drafting platform makes it easy to provide estate planning services through modern technology saving time, money and improving efficiency. If you need to take your estate planning into the modern technology era, this is your platform.
Electronic Onboarding
Simply send out a link or use a hyperlink that is specific to you. Clients can provide you with the necessary information to begin their estate planning. This easy to use onboarding module will save you time with data entry and minimize errors with one source of input. The hyperlink provides you with a way to connect with other professionals to expand your marketing reach.
State Specific, Attorney Created Documents
Yourefolio templates are state specific, attorney created and updated when a change is required. The documents are easy to create and provide you with editing capabilities through Word. The best part of our documents is that at the end of our Revocable Living Trust, an automatically generated flowchart is created making it easier to explain to the clients, how it works and what to do next.
Client Notes and Reminders
Our platform provides you with a module to enter client notes, meeting reminders and other pertinent information regarding their estate plan. Our task manager allows you to share documents and information. You can even invite others when the need arises with view only access that you control.
Review Information Virtually
Review information via Zoom, Teams or another online meeting platform. If your client prefers an in-person meeting, simply show the client profile screen to your client as you review. This is the most efficient way to provide estate planning services to clients.
Client Portal
Add additional value with no cost by providing a client portal. Provide instant access when that moment arises for important information, instructions and documents. This may be the most valuable offering in the most difficult times for individuals. They will remember you when they need you the most.