An estate plan for business owners is an advantage, a tool, that should be used to protect your legacy and estate. It’s necessary to be proactive and have these important conversations with our families, because we never know we’ll need it. Inspired by his own personal experiences, Scott created Yourefolio’s unique software to streamline the process from start to finish. It’s objective is to help preserve harmony and provide certainty when that times comes.
When creating your estate plan, Scott revisits the theme that, “if I knew then what I know now,” which is why it’s important to have a plan in place and to keep it updated. Yourefolio’s comprehensive software turns the uncomfortable realization of estate planning into a better experience, and one that we are more willing to fulfill.