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created by Advisors, Estate Planning Attorneys,
Certified Financial Planners and Insurance Professionals

Designed to create simplicity in estate and legacy planning

Plan Prepare Peace of Mind

Preserve your client’s legacy by providing a complete level of estate and legacy planning...make sure your clients and their beneficiaries are prepared beyond a lifetime

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

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.
WHO ARE WE ANYWAY?

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

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. 

AS SEEN IN

WE'VE HELPED MANY OTHERS

BE A PART OF OUR NETWORK

LET US HELP YOU HELP YOUR CLIENTS