Branding • E-Commere Website Development • SEO • Software Development • Video Production * Website Design
I designed and developed this site from start to finish. It’s a subscription based estate planning site with an algorithm that will warn end users of possible deficiencies within their estate. This site provides end users with instant access to their most important documents, information and instructions and so much more. There are many features that are built into the backend of the site including providing automatic notifications to end users before certain insurances are to expire. Yourefolio user accounts consist of advisors, those advisors create client accounts and within those client account are authorized users. If the account holder or the client account becomes incapacitated or if they were to pass away those authorized users would be able to log in and retrieve all of lives most important documents + final wishes and instructions – isn’t that nice, everything in one place. Instead of looking in 10 different places for 10 different things when a loved one passes away, all you have to do is log into the end users account as the authorized user and you’ll find everything. This site is very complex and I worked hand in hand with several Advisors, Estate Planning Attorneys, Certified Financial Planners and Insurance Professionals to get everything developed just right. I’m in the process of developing a resource section that’ll provide tips to end users and so on. The owner of Yourefolio has developed many relationships with huge firms and has networked and partnered with large organizations such as the Financial Planning Association and the National Association of Estate Planners and Councils.