TrustRadius

Trust & Will vs. Yourefolio

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Trust & Will
Score 0.0 out of 10
N/A
Trust & Will is an online estate planning documentation generation tool, from the company of the same name in San Diego, California. Sole proprietors can use Trust & Will's services to create a living trust to protect their interests. And small business owners can use the service in succession planning, and estate planning.
$599
one-time fee trust-based estate plan
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
Trust & WillYourefolio
Editions & Modules
Trust-based Estate Plan
$599
one-time fee
Self-guided Probate Plan
$600
one-time fee
Probate Plan with Concierge Support
$1750
one-time fee
Probate Plan with Attorney
$5000
one-time fee
Yourefolio Grow
$99
per month
Yourefolio Practice
$179
per month
Private Label and Enterprise Licensing
Custom
Offerings
Pricing Offerings
Trust & WillYourefolio
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
User Ratings
Trust & WillYourefolio
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Trust & WillYourefolio
Likelihood to Recommend
Trust & Will
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
Read full review
Alternatives Considered
Trust & Will
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