No. 24 of 24 ·Estate Planning Software

Yourefolio

Name: Yourefolio
Price: 124 USD

Web · API · paid plans from $107.92/mo

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Freedom report

One barScore 4.8

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

Yourefolio is ranked #24 of 24 in estate planning software on Freedom251. It runs on API, Web. There is no free plan. Paid plans start at $107.92/mo.

Yourefolio plans and pricing

All plans

Individual License (monthly option) $124/mo $124/Month Unlimited clients · Unlimited storage · Unlimited access · All features site.yourefolio.com · 7 Oct 2026

Individual License $1,295/yr $1,295 Per License/Year Unlimited clients · Unlimited storage · Unlimited access · All features site.yourefolio.com · 7 Oct 2026

Multiple/Enterprise Licensing Not published Please Call/Email For Pricing Private labelling · Integrations of systems · Segregation of databases site.yourefolio.com · 7 Oct 2026

Compared on estate planning software

Free plan: No
Paid from: $1,295/yr
Planning scope: full_estate_plan
Trust support: Yes
Power of attorney: Yes
Beneficiary planning: Yes
Document storage: Yes

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The record

Purpose: Yourefolio is estate and legacy planning software for estate planning professionals.
Client onboarding: Its avatar-assisted onboarding module guides clients through gathering information and documents.
Planning tools: The platform includes family dynamic planning, drag-and-drop flowcharts, plan design summaries, and estate plan reviews.
Tax and care alerts: Its proprietary algorithms flag federal and state tax thresholds and consider long-term care and disability insurance issues.
Document and task handling: A task manager supports document transmission, instructions, and communication tracking for trust funding.
Family Album: Clients can upload photos, videos, and messages to a shareable flipbook called Family Album.
Integration: Yourefolio says users can sync client data in real time from Redtail into the platform.
Security: The Advanced Planning security page says user input travels over SSL/TLS and database data is logically segregated by account access rules.
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.
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].
Document generation limit: The FAQ says the system does not produce legal documents at this time.
Intended users: The FAQ identifies attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions among its professional users.
API: Yourefolio documents a REST API and says companies must contact it to obtain an API key.
Headquarters: Westlake, Ohio, United States
Price from: $107.92/mo

Where it ranks on Freedom251

Best Estate Planning Software in 2026#24 of 24

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Sources

site.yourefolio.com/about-your-e-folio· checked 7 Oct 2026
interactivelegal.yourefolio.com/features-benefits-pro-estate-planning-s· checked 7 Oct 2026
interactivelegal.yourefolio.com/redtail-technology-integration-complete· checked 7 Oct 2026
beta.advplan.yourefolio.com/security-and-privacy· checked 7 Oct 2026
site.yourefolio.com/privacy-statement· checked 7 Oct 2026
beta.advplan.yourefolio.com/faqs· checked 7 Oct 2026
api.yourefolio.com· checked 7 Oct 2026
yourefolio.com· checked 28 Sept 2026
site.yourefolio.com/choose-license-fits-your-business-best· checked 7 Oct 2026