Everplans
7.5#2 in estate planning softwareFrom $8.33 a monthFree planiOSWebAPI
VisitEverplans vs Yourefolio
Yourefolio
5.9#20 in estate planning softwareFrom $107.92 a monthWebAPI
VisitWhat both publish
| Fact | Everplans | Yourefolio |
|---|---|---|
| Integration | A Redtail CRM integration used the Redtail API to import advisor client rosters into Everplans Professional. | Yourefolio says users can sync client data in real time from Redtail into the platform. |
| Intended users | Everplans describes its service as helping individuals and families organize household and life information, and also offers a business solution for financial advisors. | The FAQ identifies attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions among its professional users. |
Everplans plans
- Everplans - FreeFree
- Everplans FreeFree
- Everplans Premium$99.99 a year
Yourefolio plans
- Individual License (monthly option)$124 a month
- Individual License$1,295 a year
- Multiple/Enterprise LicensingPriced on request
Pick Everplans if…
Everplans suits individuals and families who want to organize household documents, information, and personal decisions in one place. Financial advisors can access Everplans Professional on the web, while individuals can use the iOS app for personal Everplan tasks.
Pick Yourefolio if…
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.