Yourefolio

At a glance

• Editor score
  6.3 / 10
• Pricing
  From $1,295/yr
• Best for
  Advisors needing visual plan management
• Free plan
  No
• Paid from
  $1,295/yr
• Planning scope
  Full_estate_plan
• Facts checked
  20 Sep 2026

• Where it wins

  • Drag-and-drop estate flowcharts and plan summaries
  • Unlimited clients, storage, access, and all features
  • Supports onboarding, tax notifications, funding tasks, and drafting

• Where it doesn't

  • The Individual License costs $1,295 per license per year
  • Web-only access may not suit teams requiring other platforms
  • Smaller users may find paid-tier value harder to evaluate

Our verdict on Yourefolio

Yourefolio is estate and legacy planning software for estate planning professionals, including attorneys, financial advisors, insurance professionals, certified financial planners, banks, and large financial institutions. Its scope covers the full estate plan, with support for trusts, powers of attorney, beneficiary planning, document storage, and ongoing plan reviews. The platform is particularly suited to advisors who need a visual way to organize client information, family dynamics, plan structures, tasks, and documents in one workflow.

The standout strength is breadth across planning and presentation. Avatar-assisted onboarding supports information and document gathering, while family-dynamics planning, drag-and-drop estate flowcharts, Plan Design Summaries, and Estate Plan Summary reviews help structure discussions with clients. Task management extends into document transmission and trust funding, and federal and state tax-threshold notifications add an ongoing monitoring layer. Document and information storage, sharing, and estate-plan document drafting broaden the workflow beyond visual planning alone, including wills, powers of attorney, health-care documents, and multiple trust types.

Pricing is straightforward at the Individual License level: $1,295 per license per year, or $124 per license per month. Both options include unlimited clients, unlimited storage, unlimited access, all features, and no charge for clients of estate planning professionals or administrative assistants. Multiple/Enterprise Licensing adds private labelling, system integrations, and database segregation, but the listed plan does not include a price. Advisors wanting a full planning workspace with visual plan management should find the feature coverage relevant; smaller users should weigh the annual license carefully, while teams needing enterprise branding, integrations, or segregated databases have a dedicated licensing path.

Yourefolio pricing

All 2 Yourefolio plans and prices →

Yourefolio fact sheet

Alternatives to Yourefolio

• EncorEstate PlansA full, human-reviewed estate planning workflow for advisors and their clients.9.6
• Trust & WillA broad guided estate-planning service with free access and paid will and trust plans.9.0
• LegalZoom Estate PlanningA broad estate-planning service for people who want documents plus attorney access.8.0

See all Yourefolio alternatives →

Featured on iTechGuides

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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

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Last updated 28 Sep 2026 · How we research and update