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Choose a license that best fits your
business needs
Monthly
Yearly
Billed monthly with annual commitment
Yourefolio Advisor
$
149
/ Month
The perfect package for Financial Advisors who want to offer Estate Planning in their practice without practicing law.
Includes:
- Stress Test
- Interactive Estate Planning Module
- Estate Organizer
- Estate Analysis
- Estate Balance Sheet
- Federal and State Estate Taxes
- Beneficiary Gamification Module
- The Plan
- Plan Design Summary
- Estate Plan Overview
- Digital Assets
- Legacy Planning
- Mobile Application
Yourefolio Attorney
$
299
/ Month
The perfect package for Attorneys who want to break away from their peers that just produce documents.
Includes:
- Interactive Onboarding Module
- Client Relationship Manager
- Task Manager
- Estate Organizer
- Estate Balance Sheet
- Federal and State Estate Taxes
- Beneficiary Gamification Module
- The Plan
- Document Drafting
Yourefolio
Advanced Planning
Call For Pricing
Billed quarterly or annually
Setup Fee Applies
Setup Fee Applies
The perfect package for Professionals or Family Offices that work with High and Ultra-High Net Worth Clients with taxable estates.
Includes:
- All modules from Advisor and Attorney
- Professional Dashboard
- All Permissions and Roles
- Branding, Customizations and Subdomain
- Advanced Estate Reports
- Enhanced Estate Tax Calculations
- Future Value Calculators
- Cash Flow Calculators
- Estate Tax Strategies and Calculators
- Side by Side Flowcharts for Proposals
- Flowwhiz Estate Whiteboards
- Enhanced Plaid Integration
- Brentmark and Trust Butler Integrations
Yourefolio Enterprise
Call For Pricing
The perfect package for Institutions who are implementing an estate and legacy planning technology solution for their business.
Includes:
- Complete Customizations
- Organization Dashboard
- Staff Permission and Roles
- Built Exactly for Your Business
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Yourefolio can make on your business.
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