Yourefolio
Yourefolio is estate and legacy planning software for estate planning professionals.
What Yourefolio is
Yourefolio is estate and legacy planning software for estate planning professionals. An avatar-assisted onboarding module guides clients while they gather information and documents. Planning tools include family-dynamic planning, drag-and-drop flowcharts, plan design summaries, and estate plan reviews. Proprietary algorithms flag federal and state tax thresholds and consider long-term care and disability insurance issues. A task manager supports document transmission, instructions, and communication tracking for trust funding. Clients can add photos, videos, and messages to a shareable Family Album flipbook. Yourefolio says client data can sync in real time from Redtail, and it documents a REST API available by contacting the company for an API key. User input travels over SSL/TLS, database data is logically segregated by account access rules, and clients retain ownership of stored data. Training is unlimited with live one-on-one sessions and documents. Individual licensing costs $124 a month or $1,295 a year.
Good
- Avatar-assisted client onboarding
- Flowcharts, plan summaries, and estate reviews
- Tax-threshold and care-issue alerts
- Trust-funding task and communication tracking
- Unlimited clients and storage on individual plans
Watch out
- The system does not produce legal documents
- No free plan is listed
- Individual license starts at $1,295 a year
Who it suits
Yourefolio is aimed at attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions. It fits professionals coordinating estate plans, trust funding, and client information.
Verdict
Yourefolio combines estate-planning workflows, client onboarding, alerts, and trust-funding coordination. It provides planning support and data handling, but legal document generation is outside its current scope.
Plans and prices
From Yourefolio's own pricing page, checked 7 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Individual License (monthly option) | $124 a month | Unlimited clients · Unlimited storage · Unlimited access · All features · $124/Month |
| Individual License | $1,295 a year | Unlimited clients · Unlimited storage · Unlimited access · All features · $1,295 Per License/Year |
| Multiple/Enterprise Licensing | Priced on request | Private labelling · Integrations of systems · Segregation of databases · Please Call/Email For Pricing |
The facts
Each one read from Yourefolio's own pages, with the date it was checked.
What it does
- API
- Yourefolio documents a REST API and says companies must contact it to obtain an API key.checked 7 Oct 2001
- Client onboarding
- Its avatar-assisted onboarding module guides clients through gathering information and documents.checked 7 Oct 2001
- Document and task handling
- A task manager supports document transmission, instructions, and communication tracking for trust funding.checked 7 Oct 2001
- Document generation limit
- The FAQ says the system does not produce legal documents at this time.checked 7 Oct 2001
- Family Album
- Clients can upload photos, videos, and messages to a shareable flipbook called Family Album.checked 7 Oct 2001
- Integration
- Yourefolio says users can sync client data in real time from Redtail into the platform.checked 7 Oct 2001
- Intended users
- The FAQ identifies attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions among its professional users.checked 7 Oct 2001
- Purpose
- Yourefolio is estate and legacy planning software for estate planning professionals.checked 7 Oct 2001
- Security
- The Advanced Planning security page says user input travels over SSL/TLS and database data is logically segregated by account access rules.checked 7 Oct 2001
- Tax and care alerts
- Its proprietary algorithms flag federal and state tax thresholds and consider long-term care and disability insurance issues.checked 7 Oct 2001
- Training and support
- The FAQ says training is unlimited and includes one-on-one live training and training documents; it directs support questions to [email protected].checked 7 Oct 2001
The company
- Data ownership
- The privacy statement says clients retain ownership of data stored in Yourefolio and that the company does not sell, rent, or trade it without express permission.checked 7 Oct 2001
- Headquarters
- Westlake, Ohio, United Stateschecked 28 Sep 2001
Money
- Planning tools
- The platform includes family dynamic planning, drag-and-drop flowcharts, plan design summaries, and estate plan reviews.checked 7 Oct 2001
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