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Legacy Keeper vs. Yourefolio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Legacy Keeper
Score 0.0 out of 10
N/A
Legacy Keeper is an Estate Planning App for families to work more closely with loved ones and professional advisors. It helps users to prepare for life events by securely centralizing and sharing estate planning documents, contacts, and digital accounts on the Legacy Keeper Estate Planning App. The app is built around an estate planning checklist with high and low-priority items. By providing access as needed to one's spouse, children, executor, estate planning lawyer, financial advisor, tax…
$40
per year
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
Legacy KeeperYourefolio
Editions & Modules
Starter
$0
Premium
$40
per year
Concierge
$400
per year
Yourefolio Grow
$99
per month
Yourefolio Practice
$179
per month
Private Label and Enterprise Licensing
Custom
Offerings
Pricing Offerings
Legacy KeeperYourefolio
Free Trial
NoNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
Legacy KeeperYourefolio
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Legacy KeeperYourefolio
Likelihood to Recommend
Legacy Keeper
No answers on this topic
Yourefolio Enterprises LLC
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
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Alternatives Considered
Legacy Keeper
No answers on this topic
Yourefolio Enterprises LLC
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

Legacy Keeper Screenshots

Screenshot of the login screenScreenshot of the mobile login screenScreenshot of the main dashboard with a checklistScreenshot of collaborator managementScreenshot of a journal, created every time a document, contact or digital account is added.