Yourefolio™ Releases Estate Planning Lead Generation Tool

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Yourefolio creates 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

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.

The module is designed to help people organize their estate. While Yourefolio remains committed to their professional software platform, this new module serves as a bridge for the consumer to estate planning. A recent article in Forbes* suggests that nearly half of Americans over 55 do not have an estate plan. Yourefolio is committed to helping professionals get them started. This new lead generation tool will help get them started and provide them with a help button should they need it.

This module comes free to subscribers and is fully supported by the Yourefolio staff. This tool can be used in a variety of ways such as marketing campaigns, social media profiles, and employee wellness programs. There is no obligation by the prospects and their information will only be stored electronically if they choose.

The module can be used on a desktop application or a mobile phone. Prospects can speak their information into the module by using their mobile device. At the end of the module, they will have the option of professional help to obtain necessary documents or to receive a review of their current plan. They can also print their information for their loved ones or beneficiaries.

“We understand that people are disrupted due to rising cases of this pandemic. Uncertainty and a lack of trust are very apparent in society,” said Scott Huff, CEO of Yourefolio. “The polarizing environment we now live in can create anxiety and fear. What professionals do to calm those feelings may make all the difference.” Yourefolio’s Organize Your Estate tool can provide some level of certainty to those individuals.

Yourefolio is partnering with several corporations to offer this tool to their employees as part of employee wellness programs. Yourefolio will also be offering the tool locally to hospitals, police and fire personnel and nursing homes free of charge. Any requests for professional help will be directed to current subscribers.

Yourefolio is still committed to their professional product but with uncertainty in our environment, realizes that the time is now to create this type of tool. If you would like a tour of this module, please visit or email us at

*Forbes Feb 15, 2019 “Despite Their Priorities, Nearly Half of Americans Over 55 Still Don't Have A Will” Maggie Germano

About Yourefolio
Yourefolio is the only comprehensive estate and legacy planning platform for estate planning professionals. The platform is designed to simplify and modernize all aspects of estate planning for those who offer estate and legacy planning as part of their service. Yourefolio is simple to use and provides tools that can take someone through the estate planning process from end to end including having documents prepared and delivered. Yourefolio enhances the customer experience of estate and legacy planning.

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