Advisor Estate Planning Software · Vendor file
Yourefolio
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Estate and legacy planning software for organizing, modeling, and documenting client estates
Active · verified September 2026
Categories Yourefolio serves
The B4 Index places Yourefolio in one category. Each category page lays out the build-versus-buy considerations for that decision.
Advisor Estate Planning Software $149/mo or $1,699/yr per user
The B4 Index scores every software category on two axes, strategic differentiation and AI feasibility, to
classify it Build, Buy, Bridge, or Beware. Vendor facts here are independent of that call. See the full
methodology.