Designed to help you manage all aspects of your estate planning practice and your clients' estates. When you login, you will be able to see your estate planning tasks for each client, potential tax liabilities that still exists for each client and all the quick and pertinent estate data for each client.
Your clients can have access to their estate information, updated hourly right at their fingertips. From asset allocations to estate tax breakdowns, the dashboard provides a snapshot of the client's estate. From here, the clients can drill in on their estate holding while having access to their detailed estate report and document vault .
Yourefolio’s Advanced Planning site provides the most detailed reports for a client's estate plan. Drill in on each holding, the economics of those holdings and tax liabilities. The system breaks down liquidity, businesses, trusts, insurance, family and professional dynamics for a complete estate picture.
Calculated with the utmost accuracy, our estate tax modules breakdown the potential liabilities and how those liabilities are calculated. By running the tax calculators, the system can tell you how much of the estate is left for their heirs.
Client not quite in the Ultra-high or High Net Worth classification yet? No worries, our future value calculator will show them how their assets can grow in the future and how estate taxes may come into play later in their lives with our Future Value Estate Tax Calculator.
Introducing estate strategies can be complex and time-consuming. With our Estate Strategies modules, you can run calculations with ease, show all the results and implications along with a flowchart on how it works with strategy benefits and limitations. Equipped with a multitude of strategies such as Charitable Remainder Trusts, Grantor Retained Trusts, Qualified Terminable Interest Property Trusts and so much more.
Yourefolio’s illustrations are the most powerful in Estate Planning software today. Whether you need all the details in one chart or a drag and drop option for on-the-fly presentations, we have it all. Our Plan Design Summary shows the current estate plan with all the details and how that plan will play out when something happens. Want to propose a different plan? Click the edit button, make the changes you would like to propose and illustrate the value of your expertise with all the detail.
If it is flexibility you need, Flowwhiz by Yourefolio is the nimblest estate illustration system we offer. A drag and drop system that allows for addition and subtraction inside the chart, trust implications and tax reductions strategies. The most powerful system for visualizations today.