Welcome to Yourefolio
Yourefolio makes passing and the fear of the unknown a little easier by providing clarity
Humans will face two moments in their lives that will cause their greatest emotion... fear of the unknown and losing someone they love. Yourefolio was created to make those moments just a little easier by providing clarity to everyone touched by those life-altering events.
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.
Follow the User Guide to start building your site.
Strategic Partnerships That Provide the
Ultimate Experience
Strategic Partnerships That Provide the Ultimate Experience
















White Papers
Digital assets are a trending topic and becoming an ever-important aspect of estate planning with today’s digital age. As individuals become digitally savvy and more and more aspects of our everyday life are consumed by technology, planning for clients’ digital afterlife will become standard in estate planning. What this really means is that planning for digital assets is becoming the elephant in estate…