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.

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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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Read our customer reviews

"I really didn’t understand how powerful of a tool Yourefolio was in my practice until I fully utilized it."

Donald Stevens, Registered Representative
Investment Planning Group

"For 30 years, I have struggled with an easy way to capture all the information in a client’s estate plan. Yourefolio not only meets but exceeds the needs of the most complex plan. Finally, a one stop place to know who has what responsibilities without having to continually go back to original documents. Any planner who doesn’t use this software must either not understand estate planning or not have senior clients."

Thomas E Murphy, CFP, AIF®
Murphy & Sylvest

"We had an attorney draw up our trust documents but we truly didn’t understand everything clearly until it was presented to us in Yourefolio."

Elmer & Kathy
JK Investment Group Clients

“Bringing Yourefolio into our technology suite for our advisors allows us not only to bring a Quality Life Plan to every client but allows us to provide a human element to financial advice.”

Shane Westhoelter, CEO
Gateway Financial Advisors Inc.

"I think Yourefolio is a very well thought out solution to an under-served area for financial planners."

Jorie L. Pitt, CFP®
AHC Advisors, Inc.
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Strategic Partnerships That Provide the Ultimate Experience

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To be successful you need strategic partners. We are proud to be associated with these companies. Our partnerships and integrations are designed to serve you, your clients and their beneficiaries in the best manner we can.

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legacy
Preserving family stories and values for future generations
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Integration Partners

wealthbox redtail veo marketsquare brentmark-logo clio fidelity-logo orion black-diamond inter-active trust-butler
Partner Organizations
Behind the Numbers - Client Retention with Yourefolio

White Papers

April 14, 2020
Behind the Numbers - Client Retention with Yourefolio

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…

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