Yourefolio is a pioneering company in the estate and legacy planning sector, offering a comprehensive software platform designed to simplify and modernize the planning process for professionals and their clients. The platform is equipped with a variety of modules that assist professionals in every aspect of their practice, from document creation to client management. Yourefolio serves financial advisors, estate planners, and legal professionals, operating primarily in the financial services and legal markets.

The business model is based on a subscription service, where clients pay a recurring fee to access the platform's features and updates. This model ensures a steady revenue stream while providing continuous value to its users through regular enhancements and integrations with strategic partners. The company makes money by offering different subscription tiers, each providing varying levels of access to its comprehensive suite of tools.

Yourefolio's market is characterized by a growing need for efficient and effective estate planning solutions, driven by an aging population and increasing awareness of the importance of legacy planning. The platform not only saves time and effort for professionals but also improves the client experience by making complex processes more understandable and manageable.

Keywords: estate planning, legacy planning, financial advisors, legal professionals, subscription service, software platform, client management, document creation, strategic partnerships, financial services.