Legacy Keeper vs. Yourefolio

Legacy Keeper

Yourefolio

1 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Legacy Keeper	N/A	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	Score8 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 Keeper

Yourefolio

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

Pricing Offerings
Legacy Keeper	Yourefolio
Free Trial
No	No
Free/Freemium Version
Yes	No
Premium Consulting/Integration Services
Yes	No

No setup fee

No setup fee

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User Ratings
	Legacy Keeper	Yourefolio
Likelihood to Recommend	- (0 ratings)	8.0 (1 ratings)

User Testimonials
	Legacy Keeper	Yourefolio
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. Incentivized Verified User Read full review
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. Incentivized Verified User Read full review
ScreenShots	Legacy Keeper Screenshots