January 28, 2019

Yourefolio Releases New Flow-Charting Capabilities in Estate Planning Software Technology Platform

Yourefolio, a leader in professional driven estate and legacy planning software, announced today the release of new and enhanced flowcharting capabilities. “Icons“– visual displays of assets, […]
June 28, 2018

Yourefolio™ and InterActive Legal Reveal Virtual Planning Experience to Reduce Workload for All Involved

InterActive Legal, co-founded in 2003 by Trusts & Estates attorneys Jonathan G. Blattmachrand, Michael L. Graham and Yourefolio™, an estate and legacy planning software for financial planners and […]