Estate Planning
Using YourEfolio®
Free Consultation Available
Your Digital Estate Hub: How Yourefolio® Keeps Your Plan (and Your Heirs) One Click Away
When we draft wills and trusts, the ink is only the beginning—the real value is making sure the right people can find the right instructions at the right moment. That’s why our firm gives every estate-planning client a complimentary vault on Yourefolio, a secure, cloud-based platform built specifically for organizing, updating, and ultimately handing off your plan to your loved ones.
What You Get Today
| Feature | Why It Helps You (Now) | Why It Helps Your Heirs (Later) |
|---|---|---|
| Unlimited digital vault | Upload deeds, insurance, tax returns, even family photos—there’s no storage cap. | They have a single, password-protected place to locate every critical document when time is short. |
| Proprietary “gap” algorithm | The dashboard instantly flags missing documents or beneficiary designations so we can fix issues before they become problems. | Heirs inherit a complete, not half-finished, plan—reducing legal costs and delays. |
| Interactive calculators & flow-charts | Visual tools show how taxes, titling, and trusts affect each beneficiary. | Clear illustrations give spouses or adult children a road map instead of a riddle. |
| Flipbook legacy module | Upload short videos, letters, or photos that convey stories and values, not just numbers. | Heirs receive personal messages alongside the legal documents—often the most cherished “asset” of all. |
| Attorney-integrated drafting | We can generate or revise documents inside the same portal; no toggling between systems. | Updates appear automatically in their view, so everyone is working from the latest version. |
| Needs-analysis checklist & task tracker | A color-coded list shows exactly what’s left to gather (e.g., beneficiary forms, titling updates). | When you pass, the executor can see which loose ends—if any—still need tying up. |
| High-net-worth reporting dashboard | Real-time snapshots of potential estate-tax exposure and pending tasks. | Successor trustees walk in with an itemized game plan instead of a cardboard box of papers. |
Rock-Solid Security
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256-bit SSL encryption on dedicated servers protects every upload the same way major financial institutions guard transaction data.
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Granular permission settings let you decide who can view, download, or edit each section—today and after death.
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Every log-in is tracked, giving executors an audit trail if questions ever arise.
Seamless Hand-Off to Heirs
Yourefolio was engineered with the next generation in mind: the platform allows us to pre-authorize heirs, trustees, or professional advisors for “read-only” or “edit” access that activates immediately upon proof of death or incapacity. Your loved ones won’t have to dig through filing cabinets or guess passwords; they’ll receive an emailed invitation to the vault along with step-by-step instructions and our firm’s contact information for real-time support.
Getting Started Is Easy
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We create your vault during our planning meeting—no separate sign-up required.
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Upload essentials (we’ll give you a short checklist). Drag-and-drop from your phone or computer.
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Schedule an annual check-in—we’ll review any life changes and keep the vault current.
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Name future viewers (heirs, trustees, CPA). We’ll set their access levels and activation triggers.
Within about an hour you’ll have a living, breathing estate hub that grows with you and travels to the next generation intact.
Peace of Mind, Not Just Paperwork
Legal documents solve technical problems; Yourefolio makes sure those solutions reach the people you care about—securely, completely, and in language they can understand. That’s why we include it with every estate-planning engagement.
Ready to activate your vault or have questions about adding heirs? Contact our office, and we’ll walk you through the next steps.
