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.
No one likes to think of something happening to someone they love, to their home, or to their place of business—but in the case of an emergency, being prepared can help ease the burden for everyone involved. After all, the only thing worse than a sudden emergency is one with all kinds of personal and financial fallout - and while documents like wills, trusts, and healthcare directives aren’t something the average client or business owner thinks about every day, not having them on hand can be a big mess.
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.
In an effort to provide advisors with more tools and services for their practice, Yourefolio™ and Inter Vivos PLLC are partnering to connect estate planning attorneys with financial advisors for easier collaboration amongst professionals.
Yourefolio™, the leader in estate and legacy planning software for financial professionals is now able to offer a direct connection to estate planning attorneys in every state in the U.S. through Inter Vivos.
The old adage, “a picture is worth a thousand words” is a powerful message when it comes to estate planning. You do not need to look far to support the theory that images are processed faster and more effectively than text and numbers. A study by Thermoplyae showed that 90% of data transmitted to the brain is visual. The study also found that the human brain processes images 60,000 times faster than text. But how exactly are Estate Planning Visuals more effective than the tried-and-true documents in binders? Here are a few reasons why:
Since the introduction of the “Robo-advisor” years ago, there has been a consistent push of automation and do-it-yourself mentality. A recent article by CNBC has revealed more “day traders” during the Pandemic than ever before*. Companies such as Schwab and Fidelity are doing more and more direct to consumer advertising even though they are the biggest clearing agencies for Registered Investment Advisors.
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.
Just in case you didn’t have the opportunity to peruse through the exhibit floor, don’t worry, we will help you take a brief look at the technology on display at the Heckerling Conference on Estate Planning. Here is a look at the floor and the vendors on display. Please know that we are not affiliated with these companies and the information provided is public information available on their respective websites. This is what you may have missed…
