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.

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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.

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Read our customer reviews

"I really didn’t understand how powerful of a tool Yourefolio was in my practice until I fully utilized it."

Donald Stevens, Registered Representative
Investment Planning Group

"For 30 years, I have struggled with an easy way to capture all the information in a client’s estate plan. Yourefolio not only meets but exceeds the needs of the most complex plan. Finally, a one stop place to know who has what responsibilities without having to continually go back to original documents. Any planner who doesn’t use this software must either not understand estate planning or not have senior clients."

Thomas E Murphy, CFP, AIF®
Murphy & Sylvest

"We had an attorney draw up our trust documents but we truly didn’t understand everything clearly until it was presented to us in Yourefolio."

Elmer & Kathy
JK Investment Group Clients

“Bringing Yourefolio into our technology suite for our advisors allows us not only to bring a Quality Life Plan to every client but allows us to provide a human element to financial advice.”

Shane Westhoelter, CEO
Gateway Financial Advisors Inc.

"I think Yourefolio is a very well thought out solution to an under-served area for financial planners."

Jorie L. Pitt, CFP®
AHC Advisors, Inc.
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Strategic Partnerships That Provide the Ultimate Experience

To be successful you need strategic partners. We are proud to be associated with these companies. Our partnerships and integrations are designed to serve you, your clients and their beneficiaries in the best manner we can.
inter-active
Fully integrated document drafting linking advisor and attorneys
Providing the engines behind Yourefolio’s estate planning calculations
legacy
Preserving family stories and values for future generations
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Partner Organizations
Client Crisis Care Programs

White Papers

September 12, 2019
Developing a Successful Client Crisis Care Program

Client Crisis Care Programs, sometimes called maintenance programs, are a valuable client service offering that can also provide a significant amount of recurring revenue.  As valuable as estate planning may be, most clients will have a crisis before they realize the passing of a loved one...

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