Welcome to Yourefolio
Yourefolio simplifies estate and legacy planning for professionals with one comprehensive platform
Yourefolio’s software platform is equipped with a variety of modules to assist professionals in every aspects of their practice. The comprehensive, yet simple platform improves the client experience while saving you time and effort.
Simple, Thorough Estate Planning From Beginning to End
Simple, Thorough Estate Planning From Beginning to End
Yourefolio is the most complete, yet simple to use estate and legacy planning software available today for estate planners to digitally plan with their clients and beneficiaries from beginning to end.
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Strategic Partnerships That Provide the
Ultimate Experience
Strategic Partnerships That Provide the Ultimate Experience

Integration Partners










White Papers
Statistics vary on what percentage of assets are lost by financial professional when the passing of a client or clients occur under their management. Further studies also show that there is a significant wealth transfer occurring currently because of an aging population. While the numbers vary, we have been studying the retention and next generation numbers of the past few years to see how estate and legacy…