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Choose a license that best fits your
business needs

Billed monthly with annual commitment
$99 / Month

The perfect package for those who want to use the platform to market and grow their estate planning practice.

Prospect and Client Engagement Tools

  • Stress Test Estate Plans
  • Estate Organizer
  • Client Estate Portal
  • Crisis Care Mobile Application
  • Interactive Onboarding Module
  • Legacy Planning Module
  • Beneficiary Engagement Tool
  • Partner Integrations
  • Unlimited Access
  • Unlimited Prospect and Clients
  • Resource Center for Articles and Marketing Campaigns
$179 / Month

The perfect package for those who want the benefits of Yourefolio Grow but need to add the complete practice management system.

Everything that Yourefolio Grow provides plus

  • Flowwhiz Estate Planning Whiteboarding Tool
  • Plan Design Summary Flowcharts
  • Estate Calculators
  • Estate Plan Overview Reports
  • Estate Analysis and The Plan Modules
  • CRM and Task Manager
  • Plaid Account Linking
  • Family Album and Genealogy Tree Module
  • Access to Brentmark and Trust Butler Integrations1
  • Yourefolio Document Drafting2

1 Separate Subscriptions Required
2 Additional Fee of $69 per month for Yourefolio Document Drafting

Private Label and Enterprise Licensing
Call For Pricing
(set up fee applicable)

Segregated database and subdomain set up

  • White Labeled (not Co-branded)
  • Module and System Customization
  • Roles and Permissions
  • Administrative Features
  • Customized Integrations
  • All features and modules

Please contact partner organization for contracted pricing discounts

Need more information

Sometimes we need a little more information regarding how much of an impact
Yourefolio can make on your business.

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