Choose a license that best fits your business needs.

Contact the Yourefolio™ Sales Team at

440-252-4952 or

Individual License

$1,295 Per License/Year

or choose our monthly option $124/Month

• No charge for clients of estate planning professionals

• No charge for administrative assistants

• Unlimited clients

• Unlimited storage

• Unlimited access

• All features

• All future features and maintenance

• Significant discount pricing from our partner organizations*

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Multiple/Enterprise Licensing

Please Call/Email For Pricing


• All of the options for individual licenses +

• Private labelling

• Integrations of systems

• Segregation of databases

Request Information

*Please contact partner organizations for contracted pricing discounts