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SPECIFICTION
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Epilogue Wills vs Yourefolio

Epilogue Wills

epiloguewills.com

Yourefolio

yourefolio.com

Side by side

FigureEpilogue WillsYourefolio
Price from—$107.92/mo
Free plan——
Free trial——
Open source——
WebYesYes
iOSYes—
AndroidYes—
API—Yes
Plans published23
Spec score · Estate Planning Software8.0 (#9)7.0 (#23)
PurposeEpilogue guides users through creating a custom Will online and provides instructions for signing it.Yourefolio is estate and legacy planning software for estate planning professionals.
SecurityThe security page says data is transferred using TLS 1.2, encrypted using RSA/SHA-256, and stored in encrypted volumes backed up in a VPC with dedicated firewalls in Canadian data centres.The Advanced Planning security page says user input travels over SSL/TLS and database data is logically segregated by account access rules.

Plans

Epilogue Wills

  • Will Only$139, paid once
  • Will + Incapacity Documents$199, paid once

Epilogue Wills pricing →

Yourefolio

  • Individual License (monthly option)$124 a month
  • Individual License$1,295 a year
  • Multiple/Enterprise LicensingPriced on request

Yourefolio pricing →

In their own words

Epilogue Wills

Epilogue Wills is a paid online service for creating a custom Will and following step-by-step signing instructions. It is available on Android, iOS, and the web in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Québec, and Saskatchewan. The Will Only package costs $139, paid once and includes final-wish details, executor and guardian notifications, an asset and key-contact record, a Social Media Will, signing instructions, free document updates, and a Canada Will Registry registration code. The Will + Incapacity Documents package costs $199, paid once and adds appointments for financial management and health-care decisions if the user becomes incapable. Epilogue says a Will can be created in 20 minutes, but signing must be completed before it is legally binding. It says documents can be updated free at any time. Epilogue is not a law firm and does not provide legal advice. Data security descriptions include TLS 1.2 transfers, RSA/SHA-256 encryption, and Canadian encrypted storage.

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Yourefolio

Yourefolio has no write-up on Specifiction yet; its figures are above.

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