Q: What are Yourefolio's top competitors?

WealthCounsel Estate Planning , undefined , and 8am™ MyCase are common alternatives for Yourefolio.

Question 1

What is Yourefolio?

Accepted Answer

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.

Question 2

What are Yourefolio's top competitors?

Accepted Answer

WealthCounsel Estate Planning, undefined, and 8am™ MyCase are common alternatives for Yourefolio.

Question 3

Who uses Yourefolio?

Accepted Answer

The most common users of Yourefolio are from Mid-sized Companies (51-1,000 employees).

Yourefolio Competitors and Alternatives

Most Commonly Comparedto Yourefolio

8am™ MyCase

Clio

PracticePanther

Rocket Matter

Access Legal

Estateably

WealthCounsel Estate Planning

Trustate

Estate.Studio

EstateExec

EstateWorks

Everplans

Giving Docs

Legacy Keeper