Freedom251 › Estate Planning Software
Yourefolio
What Yourefolio is
Yourefolio is estate and legacy planning software for professionals handling estate work. Its onboarding module uses an avatar to guide clients while they gather information and documents. Planning tools include family-dynamic planning, drag-and-drop flowcharts, plan design summaries, and estate plan reviews. Algorithms flag federal and state tax thresholds and consider long-term care and disability insurance issues. A task manager handles document transmission, instructions, and communication tracking for trust funding. Clients can create a shareable Family Album containing photos, videos, and messages. Yourefolio says data can sync in real time from Redtail and documents a REST API for companies that obtain an API key. Security uses SSL/TLS and account-based database separation, while clients retain ownership of stored data. Individual licensing costs $1,295 a year or $124 a month, with unlimited clients, storage, access, and features. The system does not produce legal documents.
Who it suits
It is intended for attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions. The tools support estate, trust, beneficiary, and power-of-attorney planning.
What it does well
- Guided client onboarding
- Includes flowcharts and estate plan reviews
- Flags tax and care considerations
- Offers trust-funding task management
- Unlimited clients and storage on individual plans
What to know first
- No free plan
- Does not produce legal documents
- Annual license costs 1295.00 USD
- API key requires contacting Yourefolio
Limits
The system does not produce legal documents at this time.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Individual License (monthly option) | $124/Month · Unlimited clients · Unlimited storage · Unlimited access · All features | $124 a month |
| Individual License | $1,295 Per License/Year · Unlimited clients · Unlimited storage · Unlimited access · All features | $1,295 a year |
| Multiple/Enterprise Licensing | Please Call/Email For Pricing · Private labelling · Integrations of systems · Segregation of databases | On request |
As yourefolio.com lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Yourefolio website
- Choose the monthly or annual Individual License
- Contact Yourefolio for an API key if connecting through the REST API
- Sync client data from Redtail when using that integration
- Use the onboarding module to gather client information and documents
- Contact [email protected] for support questions
Verdict
Yourefolio combines client intake, estate planning workflows, alerts, document handling, and family communications. Individual plans include unlimited usage, while enterprise licensing adds private labelling, integrations, and database segregation at an unlisted price.
Questions
How much does Yourefolio cost?
The annual Individual License costs $1,295 per year. A monthly option costs $124 per month.
Does Yourefolio have a free plan?
No. Yourefolio lists a paid pricing model and no free plan.
Which platforms are supported?
Yourefolio lists API and web platforms.
Does Yourefolio provide an API?
Yes. It documents a REST API, and companies must contact Yourefolio to obtain an API key.
Who can use Yourefolio?
Its identified professional users include attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions.
Facts from Yourefolio's own pages
- API
- Yourefolio documents a REST API and says companies must contact it to obtain an API key. · api.yourefolio.com, 7 Oct 2026
- Client onboarding
- Its avatar-assisted onboarding module guides clients through gathering information and documents. · interactivelegal.yourefolio.com, 7 Oct 2026
- 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. · site.yourefolio.com, 7 Oct 2026
- Document and task handling
- A task manager supports document transmission, instructions, and communication tracking for trust funding. · interactivelegal.yourefolio.com, 7 Oct 2026
- Document generation limit
- The FAQ says the system does not produce legal documents at this time. · beta.advplan.yourefolio.com, 7 Oct 2026
- Family Album
- Clients can upload photos, videos, and messages to a shareable flipbook called Family Album. · interactivelegal.yourefolio.com, 7 Oct 2026
- Headquarters
- Westlake, Ohio, United States · yourefolio.com, 28 Sept 2026
- Integration
- Yourefolio says users can sync client data in real time from Redtail into the platform. · interactivelegal.yourefolio.com, 7 Oct 2026
- Intended users
- The FAQ identifies attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions among its professional users. · beta.advplan.yourefolio.com, 7 Oct 2026
- Planning tools
- The platform includes family dynamic planning, drag-and-drop flowcharts, plan design summaries, and estate plan reviews. · interactivelegal.yourefolio.com, 7 Oct 2026
- Purpose
- Yourefolio is estate and legacy planning software for estate planning professionals. · site.yourefolio.com, 7 Oct 2026
- Security
- The Advanced Planning security page says user input travels over SSL/TLS and database data is logically segregated by account access rules. · beta.advplan.yourefolio.com, 7 Oct 2026
- Tax and care alerts
- Its proprietary algorithms flag federal and state tax thresholds and consider long-term care and disability insurance issues. · interactivelegal.yourefolio.com, 7 Oct 2026
- 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]. · beta.advplan.yourefolio.com, 7 Oct 2026
Where Yourefolio stands on Freedom251
- Estate Planning Software#23 of 24