Yourefolio

Plans and prices

Every plan, in full

On the record

API

Yourefolio documents a REST API and says companies must contact it to obtain an API key.api.yourefolio.com · read 7 Oct 2026

Client onboarding

Its avatar-assisted onboarding module guides clients through gathering information and documents.interactivelegal.yourefolio.com · read 7 Oct 2026

Data ownership

The privacy statement says clients retain ownership of data stored in Yourefolio and that the company does not sell, rent, or trade it without express permission.site.yourefolio.com · read 7 Oct 2026

Document and task handling

A task manager supports document transmission, instructions, and communication tracking for trust funding.interactivelegal.yourefolio.com · read 7 Oct 2026

Document generation limit

The FAQ says the system does not produce legal documents at this time.beta.advplan.yourefolio.com · read 7 Oct 2026

Family Album

Clients can upload photos, videos, and messages to a shareable flipbook called Family Album.interactivelegal.yourefolio.com · read 7 Oct 2026

Integration

Yourefolio says users can sync client data in real time from Redtail into the platform.interactivelegal.yourefolio.com · read 7 Oct 2026

Intended users

The FAQ identifies attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions among its professional users.beta.advplan.yourefolio.com · read 7 Oct 2026

Planning tools

The platform includes family dynamic planning, drag-and-drop flowcharts, plan design summaries, and estate plan reviews.interactivelegal.yourefolio.com · read 7 Oct 2026

Purpose

Yourefolio is estate and legacy planning software for estate planning professionals.site.yourefolio.com · read 7 Oct 2026

Security

The Advanced Planning security page says user input travels over SSL/TLS and database data is logically segregated by account access rules.beta.advplan.yourefolio.com · read 7 Oct 2026

Tax and care alerts

Its proprietary algorithms flag federal and state tax thresholds and consider long-term care and disability insurance issues.interactivelegal.yourefolio.com · read 7 Oct 2026

Training and support

The FAQ says training is unlimited and includes one-on-one live training and training documents; it directs support questions to [email protected].beta.advplan.yourefolio.com · read 7 Oct 2026

Alternatives to Yourefolio

RL Rocket Lawyer Estate PlanningAndroidiPhone & iPad+2 TW Trust & WillAndroidiPhone & iPad+2 E EverplansiPhone & iPadWeb+1 IL InterActive LegalAndroidiPhone & iPad+4 S SafewillAndroidiPhone & iPad+1 EP EncorEstate PlansWeb W WillfulAndroidiPhone & iPad+1 QW Quicken WillMaker & TrustWebWindows+1

Every alternative, ranked