Yourefolio

Spec sheet

Purpose

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

Intended users

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

API

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

Security

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

Headquarters

Westlake, Ohio, United StatesRead 28 Sep 2026 · yourefolio.com

Client onboarding

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

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.Read 7 Oct 2026 · site.yourefolio.com

Document and task handling

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

Document generation limit

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

Family Album

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

Integration

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

Planning tools

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

Tax and care alerts

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

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].Read 7 Oct 2026 · beta.advplan.yourefolio.com

Plans and prices

Every Yourefolio plan and price →

Where Specifiction places it

• Estate Planning Software#23 of 247.0