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Yourefolio Estate Planning Platform from Yourefolio
Provides comprehensive estate inventory management, document storage, trust planning tools, beneficiary alignment, estate visualization tools, and estate settlement guidance. Includes digital legacy planning for online accounts and digital assets.
Product analysis by function
Estate Planning Tools for Financial Planning
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
More Estate Planning Tools
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Core Estate Planning Modeling
(9 Yes /9 Known /11 Possible features)
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Estate Tax Scenario Modeling Ability to model federal and state estate tax liabilities based on client information and changing legislation. |
Yourefolio provides estate tax scenario modeling, including effects of changing legislation, as described in their estate planning scenario tools. | |
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Multi-Year Projections Capacity to project estate, gift, and generation-skipping tax over multiple years. |
Platform supports projections and scenario analysis, implying multi-year projections are feasible. | |
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Customizable Assumptions Allows users to set or override assumptions such as growth rates, inflation, mortality, and discount rates. |
Allows clients/advisors to configure key assumptions like growth and inflation per feature descriptions. | |
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Scenario Comparison Compares multiple estate planning strategies side-by-side including impacts on taxes, distribution, and liquidity. |
Scenario comparison tools are specifically advertised (side-by-side analysis). | |
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Beneficiary Modeling Supports flexible structuring and allocation among multiple beneficiaries or classes. |
Reports and tools for beneficiary structuring and inheritance equalization included. | |
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Probate Analysis Ability to estimate probate costs and duration for various estate plans. |
Estimates of probate costs and process are part of the estate settlement guidance module. | |
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Digital Asset Inclusion Allows modeling and inclusion of digital assets (e.g., crypto, online accounts) in estate plans. |
Platform includes digital legacy planning, explicitly stating support for digital asset inclusion. | |
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Asset Titling Analysis Analysis of optimal asset titling/ownership structures (JTWROS, Tenants-in-Common, Trust, etc.). |
Analysis tools for asset titling and ownership options are advertised features. | |
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Integrated Liquidity Analysis Evaluates estate liquidity needs and gaps to pay tax and expense obligations. |
No information available | |
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Inheritance Equalization Tools Functions to model and help achieve equalized inheritances among children/beneficiaries. |
Visualizations and beneficiary alignment imply inheritance equalization capability. | |
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Speed of Estate Plan Calculation The typical time required for the system to generate a comprehensive estate plan scenario. |
No information available |
Trust & Entity Planning
(4 Yes /4 Known /10 Possible features)
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Trust Type Support Supports modeling and analysis of major trust types: revocable, irrevocable, GRATs, CLATs, SLATs, etc. |
Supports a wide range of trust types in trust planning tools. | |
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Trust Distribution Analysis Simulates different trust payout/distribution options (unitrust, income-only, discretionary, etc.). |
Trust payout analysis is supported as part of trust planning. | |
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Entity Planning Support Capability to model family limited partnerships (FLPs), LLCs, S-corps, and related entity planning. |
No information available | |
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Trust Remainder Calculations Automatic calculation of remainder interests, including for charitable and split-interest trusts. |
No information available | |
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Trust Funding Recommendations Suggests optimal funding amounts/types for various trust structures. |
No information available | |
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Crummey Power Modeling Supports annual exclusion gifting via Crummey withdrawal power provisions. |
No information available | |
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Dynasty Trust Planning Models advantages and GST impact of long-term dynasty trusts. |
No information available | |
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Trust Asset Allocation Analysis Ability to recommend or analyze portfolio allocation within trust accounts. |
No information available | |
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Automated Trust Flowcharts Visualizes trust structures, beneficiaries, and flows over time. |
Provides visual estate and trust structure diagrams, matching automated trust flowcharts. | |
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Trust Income Tax Modeling Calculates the trust’s ongoing income and capital gains taxes. |
Trust income tax considerations are included in the tax impact and reporting tools. |
Gifting, Philanthropy, and Charitable Planning
(0 Yes /0 Known /10 Possible features)
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Annual Exclusion Tracking Monitors client’s available annual gift exclusion for tax-free gifts. |
No information available | |
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Lifetime Gift Tracking Tracks use of federal/unified credit for lifetime gifts against estate tax exemption. |
No information available | |
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Present Value Gift Calculations Calculates present and future value of gifts, adjusted for growth and discount factors. |
No information available | |
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Charitable Remainder Trust Modeling Models CRTs and simulates benefits for income, remainder, and tax effects. |
No information available | |
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Charitable Lead Trust Modeling Models CLTs and forecasts benefits to charity and heirs. |
No information available | |
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Donor-Advised Fund Integration Allows planning for and tracking of DAF contributions, grants, and tax effects. |
No information available | |
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Qualified Charitable Distribution (QCD) Modeling Analyzes QCD strategy from IRAs and their tax benefits. |
No information available | |
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Philanthropy Scenario Comparison Compares alternative gifting methods and vehicles by net impact for client, heirs, and charities. |
No information available | |
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Charitable Deduction Calculator Estimates tax deduction available from cash or property donations. |
No information available | |
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Gift Tax Return Preparation Support Prepares or populates IRS Form 709 and records lifetime reporting history. |
No information available |
Intergenerational Wealth Transfer
(4 Yes /4 Known /9 Possible features)
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Generation-Skipping Transfer Tax Modeling Forecasts GST exposure and allocation of GST exemption to trusts and direct skips. |
No information available | |
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Heir Distribution Schedules Outlines schedules and amounts for transfer to children, grandchildren, or other generations. |
Distribution schedules to heirs are part of beneficiary management and alignment tools. | |
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Multi-Generational Scenario Planning Simulates the effect of various strategies across two or more generations. |
Scenario analysis can incorporate multiple generations, per platform documentation. | |
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529 and Education Trust Analysis Models education-focused wealth transfer using 529s and trusts. |
No information available | |
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Dynasty Trust Planning Projects the longevity and benefits of dynasty and perpetual trusts. |
Dynasty trust planning is included in trust/legacy tools. | |
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Intra-family Loan Modeling Simulates and tracks intra-family loans and their compliance with IRS requirements. |
No information available | |
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Equalization Algorithms Provides automation or recommendations for equalizing inheritance among heirs with different needs. |
Inheritance equalization tools are supported through beneficiary alignment and modeling. | |
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Annual Transfer Limit Calculations Calculates maximum yearly gifts to each beneficiary under current law. |
No information available | |
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Trust Decanting Scenario Analysis Models potential advantages and implications of trust decanting over generations. |
No information available |
Regulatory Compliance & Risk Management
(2 Yes /2 Known /9 Possible features)
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Real-Time Regulatory Updates Automatically integrates updates to federal and state estate tax law and rates. |
No information available | |
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Audit Trails & Versioning Chains user actions and scenario changes for regulatory review or compliance audits. |
Activity logs and versioning indicated as part of audit features for compliance. | |
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Automated Compliance Checks Identifies missing or non-compliant documentation/data before plan finalization. |
No information available | |
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Document Storage & Retrieval Stores supporting documents/lawyer notes securely and links to client records. |
Secure document storage and retrieval is a core component. | |
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E-signature Integration Supports secure e-signing for wills, trusts, and related documents where permitted. |
No information available | |
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Fiduciary Duty Monitoring Tracks recommendations for adherence to the advisor’s fiduciary duty. |
No information available | |
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Customizable Compliance Workflows Allows tailoring of review and approval flows to firm policy. |
No information available | |
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Red Flag/Alert Notification System Notifies advisors of urgent compliance or documentation gaps. |
No information available | |
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Integration with Attorney Portals Facilitates secure workflow and data sharing with external attorneys. |
No information available |
Integration & Data Management
(2 Yes /2 Known /9 Possible features)
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Financial Planning Software Integration Bidirectional integration with popular financial planning platforms (e.g., eMoney, MoneyGuidePro). |
No information available | |
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Custodian/Account Aggregation Imports account, asset, and beneficiary data directly from custodians and banks. |
No information available | |
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CRM Integration Seamless bi-directional sync with major CRM systems (Salesforce, Redtail, Wealthbox, etc.). |
No information available | |
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API Availability Offers public APIs for data extraction, import, and integration into custom workflows. |
No information available | |
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Bulk Data Import/Export Enables high-volume CSV/Excel/XBRL data transfer for migration or analysis. |
No information available | |
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Secure Client Portals Clients can upload, view, and approve documents and proposals via secure portals. |
Secure client portal for document upload and review is present. | |
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Law Firm Integration Facilitates collaboration between advisory firms and law firms writing documents. |
Integration for lawyer collaboration mentioned in estate settlement and document modules. | |
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Version Control for Shared Plans Keeps a changelog for shared editing and scenario building between professionals. |
No information available | |
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Automated Data Validation Runs checks on imported data for accuracy and consistency. |
No information available |
User Experience & Usability
(5 Yes /5 Known /9 Possible features)
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Drag-and-Drop Scenario Builders Intuitive, visual builders for estate plans and flowcharts. |
Estate visualization and scenario builder described as interactive, drag-and-drop. | |
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Mobile and Tablet Compatibility Optimized user experience on mobile and tablet devices for on-the-go access. |
Platform is accessible on mobile/tablet devices. | |
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White Labeling Enables branding of reports and portals with firm logos and colors. |
Reports and portals are customizable and can be white labeled. | |
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Guided Workflows Step-by-step flows help less-specialized users conduct advanced planning. |
Guided workflows present for onboarding and estate process. | |
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Integrated Help & Training Resources In-app help, FAQs, and tutorials tailored to common estate planning topics. |
In-app help, FAQ, and training resources are provided. | |
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Customizable Dashboards Personalized dashboard views by advisor role or client needs. |
No information available | |
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Real-Time Collaboration Multiple advisors/stakeholders can edit and comment simultaneously. |
No information available | |
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Accessibility Features Supports screen readers, alternative data entry, and ADA compliance. |
No information available | |
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Onboarding Speed Average time required for a new user to be on-boarded and proficient. |
No information available |
Client Communication & Reporting
(5 Yes /5 Known /9 Possible features)
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Customizable Reports Produces branded, client-friendly reports summarizing estate plans and outcomes. |
Customizable, branded reports are a stated feature. | |
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Interactive Visualizations Dynamic estate flowcharts, distribution visualizations, and tax analysis outputs. |
Dynamic estate flowcharts and reports are part of key platform value. | |
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Secure Document Delivery Sends final documents with multi-factor authentication and tracking. |
Secure document delivery is part of client portal and document features. | |
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Email/Message Integration Built-in capability for secure client communication and notification. |
No information available | |
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Versioned Document History Maintains a full record of document versions and delivery/approval logs. |
Document versioning and approval tracking included in compliance/audit functions. | |
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Client Feedback Collection Clients can directly review, comment, or give digital approval of plans. |
Clients can review, approve, and comment via portal workflow. | |
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Presentation Mode Dedicated tools for presenting estate plans in client meetings. |
No information available | |
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Translation/Localization Reports and interfaces available in multiple languages. |
No information available | |
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Batch Reporting Speed Time required to generate a set of reports for multiple clients. |
No information available |
Security & Privacy
(3 Yes /3 Known /9 Possible features)
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Multi-Factor Authentication (MFA) Requires MFA for all advisor, staff, and client logins. |
Uses multi-factor authentication; security and privacy highlighted. | |
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Data Encryption In-Transit and At-Rest All estate planning data are encrypted using industry best practices. |
Explicitly states industry-standard encryption for data at rest and in transit. | |
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Role-Based Access Control Enforces least-privilege access to sensitive data based on user role. |
No information available | |
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Comprehensive Audit Logs Tracks every login, document access, and transaction performed in the system. |
No information available | |
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Regular Security Audits Product and infrastructure are tested on a set frequency for vulnerabilities. |
No information available | |
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Granular Sharing Permissions Allows sharing of select portions with clients, co-advisors, or attorneys. |
No information available | |
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Data Residency/Retention Controls Lets users select region for data storage and implements custom retention policies. |
No information available | |
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Privacy Compliance Monitoring Features to track compliance with relevant data privacy regulations (GDPR, CCPA, etc.). |
States compliance with privacy regulations and data security standards. | |
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Encryption Key Management Secure lifecycle management for all encryption/decryption keys. |
No information available |
Scalability & Performance
(1 Yes /1 Known /8 Possible features)
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Concurrent User Support Maximum recommended number of users working simultaneously without slowdown. |
No information available | |
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Load Testing Certification Tested/guaranteed performance under specified high-volume transaction loads. |
No information available | |
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Uptime Guarantee Service level commitment to system uptime. |
No information available | |
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Multi-Office/Multi-Tenancy Support Supports separate environments for different offices, advisors, or sub-firms. |
No information available | |
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Latency Average system latency under typical advisor use. |
No information available | |
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Cloud-Based Scalability System is cloud-native and can autoscale as user base or data grows. |
Cloud-native, scalable platform described in product architecture. | |
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Batch Processing Capability Processes large datasets (e.g., client imports, scenario creation) in batches. |
No information available | |
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Mobile Sync Speed Synchronization delay between devices and main platform. |
No information available |
Support, Training & Vendor Reliability
(2 Yes /2 Known /9 Possible features)
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24/7 Customer Support Live, round-the-clock support by email, chat, or phone. |
No information available | |
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Onboarding & Implementation Support Dedicated specialists guiding initial setup, training, and best practices ramp-up. |
Implementation support and onboarding assistance outlined for all new clients. | |
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Comprehensive User Documentation In-depth guides and written/video tutorials explaining all features. |
Comprehensive user documentation available, including guides and tutorials. | |
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Continuing Education Resources Regular workshops, webinars, or CE-eligible courses for estate planning. |
No information available | |
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Community/User Forum Online forum for peer discussion, tip sharing, and best-practice exchange. |
No information available | |
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Vendor Longevity & Financial Stability Track record of financial health and ongoing product development. |
No information available | |
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Disaster Recovery Guarantee Commitment and systems to restore operations in the event of major outage. |
No information available | |
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Service Level Agreement (SLA) Clearly documented SLAs including support response timelines and remedies. |
No information available | |
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User Satisfaction Metrics System for collecting, tracking, and improving user satisfaction (e.g., NPS, CSAT). |
No information available |
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