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.
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

Integration Partners











White Papers
By Scott Huff, RIA River Wealth Management and CEO of Yourefolio
In my role as CEO of an estate planning software, I often hear complaints from both professionals about working together. Spoken from experience, when working a case with another professional, there is always a chance for some confusion. Most of the time, from my experience, it has been extremely pleasurable. It really comes down to a…