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Choose a license that best fits your
business needs

Monthly Yearly
Billed monthly with annual commitment
Yourefolio Advisor
$ 149 / Month

The perfect package for Financial Advisors who want to offer Estate Planning in their practice without practicing law.


  • Stress Test
  • Interactive Estate Planning Module
  • Estate Organizer
  • Estate Analysis
  • Estate Balance Sheet
  • Federal and State Estate Taxes
  • Beneficiary Gamification Module
  • The Plan
  • Plan Design Summary
  • Estate Plan Overview
  • Digital Assets
  • Legacy Planning
  • Mobile Application
Yourefolio Attorney
$ 299 / Month

The perfect package for Attorneys who want to break away from their peers that just produce documents.


  • Interactive Onboarding Module
  • Client Relationship Manager
  • Task Manager
  • Estate Organizer
  • Estate Balance Sheet
  • Federal and State Estate Taxes
  • Beneficiary Gamification Module
  • The Plan
  • Document Drafting
Yourefolio Advanced Planning
Call For Pricing
Billed quarterly or annually
Setup Fee Applies

The perfect package for Professionals or Family Offices that work with High and Ultra-High Net Worth Clients with taxable estates.


  • All modules from Advisor and Attorney
  • Professional Dashboard
  • All Permissions and Roles
  • Branding, Customizations and Subdomain
  • Advanced Estate Reports
  • Enhanced Estate Tax Calculations
  • Future Value Calculators
  • Cash Flow Calculators
  • Estate Tax Strategies and Calculators
  • Side by Side Flowcharts for Proposals
  • Flowwhiz Estate Whiteboards
  • Enhanced Plaid Integration
  • Brentmark and Trust Butler Integrations
Yourefolio Enterprise
Call For Pricing

The perfect package for Institutions who are implementing an estate and legacy planning technology solution for their business.


  • Complete Customizations
  • Organization Dashboard
  • Staff Permission and Roles
  • Built Exactly for Your Business

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Yourefolio can make on your business.

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