TrustRadius: an HG Insights company

Trustate vs. Yourefolio

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Trustate

    Score8.7 out of 10
    N/ATrustate equips executors and the professionals that serve them with tools to navigate the complex and stressful process of settling the estate of a loved one, regardless of circumstance. Trustate offers automated estate operations ina platform.

    $5

    per task

    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
    TrustateYourefolio
    Editions & Modules
    Task Completion Starting Price
    $5
    per task
    Custom
    Contact sales
    Yourefolio Grow
    $99
    per month
    Yourefolio Practice
    $179
    per month
    Private Label and Enterprise Licensing
    Custom
    Offerings
    Pricing Offerings
    TrustateYourefolio
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    TrustateYourefolio
    Likelihood to Recommend
    -
    (0 ratings)
    8.0
    (1 ratings)