TrustRadius

Everplans vs. Yourefolio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Everplans
Score 0.0 out of 10
N/A
Everplans is a life and legacy planning company that provides content helping people through the tough questions to the service that organizes and helps users securely share everything from wills and insurance policies to pet's needs.N/A
Yourefolio
Score 8.0 out of 10
N/A
The Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.
$99
per month
Pricing
EverplansYourefolio
Editions & Modules
No answers on this topic
Yourefolio Grow
$99
per month
Yourefolio Practice
$179
per month
Private Label and Enterprise Licensing
Custom
Offerings
Pricing Offerings
EverplansYourefolio
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
EverplansYourefolio
Considered Both Products
Everplans

No answer on this topic

Yourefolio
Verified User
Anonymous
Chose Yourefolio
Yourefolio has an advantage that we use in our company for providing different advantages for the clients. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things. These are all the things we selected the …
User Ratings
EverplansYourefolio
Likelihood to Recommend
-
(0 ratings)
8.0
(0 ratings)
User Testimonials
EverplansYourefolio
Likelihood to Recommend
No answers on this topic
Yourefolio is well suited there, where we/the client can view the important documents, instructions, policies, net worth e.t.c. It also gives great service with developing the application and providing the services with the same. Where they provide many useful tools such as many important functionalities. This is a great platform.
Verified User
Anonymous
Read full review
Alternatives Considered
No answers on this topic
Yourefolio has an advantage that we use in our company for providing different advantages for the clients. This also provides a platform where can do legacy planning as per requirement and as per we want the folio to show things. These are all the things we selected the Yourefolio for a better experience.
Verified User
Anonymous
Read full review
ScreenShots