Pricing
Choose a license that best fits your
business needs
Grow
The perfect package for those who want to use the platform to market and grow their estate planning practice.
Prospect and Client Engagement Tools
- Stress Test Estate Plans
- Estate Organizer
- Client Estate Portal
- Crisis Care Mobile Application
- Interactive Onboarding Module
- Legacy Planning Module
- Beneficiary Engagement Tool
- Partner Integrations
- Unlimited Access
- Unlimited Prospect and Clients
- Resource Center for Articles and Marketing Campaigns
Practice
The perfect package for those who want the benefits of Yourefolio Grow but need to add the complete practice management system.
Everything that Yourefolio Grow provides plus
- Flowwhiz Estate Planning Whiteboarding Tool
- Plan Design Summary Flowcharts
- Estate Calculators
- Estate Plan Overview Reports
- Estate Analysis and The Plan Modules
- CRM and Task Manager
- Plaid Account Linking
- Family Album and Genealogy Tree Module
- Access to Brentmark and Trust Butler Integrations1
- Yourefolio Document Drafting2
1 Separate Subscriptions Required
2 Additional Fee of $69 per month for Yourefolio Document Drafting
Segregated database and subdomain set up
- White Labeled (not Co-branded)
- Module and System Customization
- Roles and Permissions
- Administrative Features
- Customized Integrations
-
All features and modules
Need more information
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Yourefolio can make on your business.
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