Your e Folio

The only comprehensive advisor-driven estate and legacy planning software designed to create simplicity for advisors, their clients and their beneficiaries

[Your e Folio @yourefolio]

So there is no confusion, here is a brief video of the power of Yourefolio #estateplan #estateplanning #financialplanning #fintech #advisors #attorneys

[Your e Folio @yourefolio]

This may never end #estateplanning #estateplan #estateplanningsoftware https://t.co/wNRlbTWZjx

[Your e Folio @yourefolio]

Has this ever happened between one of your clients when settling an estate? #estateplanning #estateplan #estateplanningtechnology https://t.co/5XdW6l5lfI

[Your e Folio @yourefolio]

Want to play in the world of the Ultra-high Net Worth...better have a detailed understanding of #estatetax strategies, #estateplanning and #taxplanning https://t.co/jy4x57Nfoi

[Your e Folio @yourefolio]

Pretty interesting on how much a gardener would play a role in a billionaires estate #estateplan #estateplanning https://t.co/xMjkmAZtaA

[Your e Folio @yourefolio]

As a financial advisor, estate planning is an essential aspect to consider. It helps secure your assets and ensures that your loved ones are taken care of after you're gone. #estateplanning #financialadvisor #estateplan https://t.co/rqGUkuYAd5

[Your e Folio @yourefolio]

Matthew Perry's estate plan could be tricky. Just planning for Friends residuals needed to be carefully calculated #estateplan #estateplanning #estateplanningsoftware https://t.co/bKNH1PgrZU

[Your e Folio @yourefolio]

Intellectual property and estate planning are crucial for protecting your assets and ensuring your legacy #EstatePlanning #estateplan #estateplanningsoftware https://t.co/NjZbvx0Gww

[Your e Folio @yourefolio]

Jeff Bezos, the founder of Amazon, has relocated to Florida for estate tax purposes. This strategic move allows him to optimize his financial position and protect his assets. #EstateTaxPlanning #estateplan #estateplanningsoftware https://t.co/NjZbvx0Gww

[Your e Folio @yourefolio]

Trusts are a powerful tool in estate planning. They provide a way to ensure your assets are distributed according to your wishes while minimizing taxes and avoiding probate. #EstatePlanning #Trusts https://t.co/c8b09dJ4l6

[Your e Folio @yourefolio]

Happy Thanksgiving from Yourefolio 🦃

[Your e Folio @yourefolio]

Happy Halloween from Yourefolio 👻

[Your e Folio @yourefolio]

Yes, Millennials do #estateplan https://t.co/N3AiCwvQOa

[Your e Folio @yourefolio]

A great man…will never be forgotten 😢

[scott huff @huff_scott]

😢

[Your e Folio @yourefolio]

@VSkvarna Probably most people would say the “death” part of it 🤣🤣🤣

[Your e Folio @yourefolio]

How do Senators amass such large fortunes only making $174k per year? https://t.co/kt0SOiMwFI

[Your e Folio @yourefolio]

Check you #estatetax calculators as this new law is retroactive back to 01/01/2023 https://t.co/bclUQtxb7n

[Your e Folio @yourefolio]

Every Stress Test your clients #estateplan? Probably not but you should. Let us know and we can give you the link for free. You would be surprised what score they would get.

[Your e Folio @yourefolio]

Get interactive with your #estateplanning https://t.co/G2kkjMwskt

[Your e Folio @yourefolio]

Side by side proposals for your clients #estateplan. We have them. Show them what the current plan looks like and then propose a new one. No better way to show the value you provide to your clients #estateplanningsoftware #estateplan

[Your e Folio @yourefolio]

Who knew that he was worth $500m 😲 https://t.co/gflcGAmdKj