estate planning software

Estate Planning Technology Landscape 2023

Each year, we published a review of the estate planning technology landscape.  Our blog was designed not as a promotion but a reference for professionals when looking for technology available that services the estate planning industry.  It is always important to keep up with latest software options in estate planning.

Each year, we published a review of the estate planning technology landscape. Our blog was designed not as a promotion but a way for professionals to see a condensed view of the technology available that services the industry. It is always important to keep up with latest software options in estate planning. Since estate planning is a specialty in many professions, it is imperative to first understand what software platform best serves your and your clients’ needs.

It is no secret by now that the Secure Act, “Setting Every Community Up for Retirement Enhancement (SECURE) Act,” implemented in January of this year, threw a twist in how planners work with the next generation of wealth. 

Estate Planners Can Help Reduce Stressors During the Pandemic

by Austin Gilner, Marketing Intern at Yourefolio

Yourefolio, the leader in estate and legacy planning software, is releasing its highly anticipated lead generation tool. Due to the current pandemic environment, Yourefolio has received numerous inquiries by consumers for services. In an effort to help consumers’ estate planning needs, Yourefolio created the first of its kind, Organize Your Estate consumer module.

"Yourefolio's Organize Your Estate tool can provide a level of certainty during this pandemic"

You have probably read the articles.  Millions of dollars go unclaimed every year. Are you entitled to unclaimed funds?  It is no secret that millions of dollars go unclaimed due to a variety of circumstances.  Those circumstances may be moving, leaving an unknown pension benefit behind or a change in name.  Whatever the reason, it does happen from circumstances we have created and should be aware of.

Now more than ever, conversations with friends, families, and strangers are different.  It is hard to avoid polarizing subjects during our daily interactions.  The chats can be dicey and trying to avoid sensitive subjects can be challenging.  However, there has never been a better time to capitalize on the estate planning conversation.

Introduction

81% of the U.S. population has at least one social media profile and over half have two or more. So, no matter which social media sites you decide to invest in, you have a high chance of reaching customers that you may not have reached otherwise.

Looking Ahead - Estate Planning Technology in 2020

A few years ago, we previewed estate planning technology and the variety of options that were available to those professionals who offer estate planning to their clients.  It is always important to keep up with latest software options. Since estate planning is a specialty in many professions, it is imperative to first understand what software platform best serves yours and your clients’ needs.