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Legacy Logix vs. Yourefolio

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Legacy Logix

    N/AN/ALegacy Logix is a software platform to automatically organize and manage Estate plans and everything associated with them – throughout a person's lifetime, and during settlement. The company offers two products: Estate Management organizes, analyzes, summarizes and monitors Estate plans, related documents, assets, and stakeholders. This reduces the work of keeping up with the plan over time, and leaves a clear path for successors to follow. Estate Settlement is for…

    $38.95

    per month

    Yourefolio

    Score8 out of 10
    N/AThe Yourefolio platform provides an experience for estate planners, equipped with tools and features that assist with the preparation, organization and execution of an estate to a complete level. Yourefolio also helps foster the creation of beneficiary relationships and assists in maintaining them.

    $99

    per month

    Pricing
    Legacy LogixYourefolio
    Editions & Modules
    No answers on this topic
    Yourefolio Grow
    $99
    per month
    Yourefolio Practice
    $179
    per month
    Private Label and Enterprise Licensing
    Custom
    Offerings
    Pricing Offerings
    Legacy LogixYourefolio
    Free Trial
    NoNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    Legacy LogixYourefolio
    Likelihood to Recommend
    -
    (0 ratings)
    8.0
    (1 ratings)