Designed with

innovative features

A unique avatar assisted on-boarding module that streamlines the gathering of information

Yourefolio is designed with tools to provide distinct advantages for you, your business and your clients

take your estate and legacy planning to a new level

Dynamic family planning module

Understand your clients' families better through Yourefolio's dynamic planning system which was developed side-by-side with a team of psychologists

Asset Declarations and Instructions

Portals that include asset titling, brief synopsis and transfer instructions

Invaluable Tools

Net worth calculators, tax reference guides and algorithms to recognize deficiencies

Custom Plan Design Summaries

Our Plan Design Summary brings it all together in a simple to understand summary of the entire estate plan

Printable summaries for quick reviews

Quick printable summaries with listings of beneficiaries, assets and other valuable information to review.

provide a Keepsake

Enhance your value to your clients with their own family album to pass on videos, photos and stories that have been created throughout a lifetime.

task management system

Ease the pain of funding a trust with a collaborative task management system allowing you to assign and track various estate planning needs

stay connected with cliEnts beneficiaries

We provide a contact system to stay in connection with your clients' beneficiaries

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GOOD ENOUGH FOR BANKS

OUR SYSTEMS SECURITY

STRONG ENOUGH FOR US... AND YOU

SOC 2 Compliant

Secure communication and processing content with integrity, confidentiality and privacy.

Dedicated Servers

Server resources are not shared; enhanced performance and security; established firewalls; constant uptime.

256-bit SSL Encryption

Provides an extra layer of protection for our users. We encrypt communications between your computer and the web the same way banks do.

HIPAA Compliant

Access authorization; data backup; hosted in a secure facility; unique user identification; automatic log off.

Why use Yourefolio?

Show the value of your service by providing your clients with a detailed system of understanding and organization of their estate and legacy

Differentiate yourself and your practice amongst other advisors

Bring it all together to improve your estate and legacy planning deliverable

ENROLL TODAY

What others are saying

We could talk for hours about how great and efficient our system is but your opinion will always be the truest and most important.

"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

"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

"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