Secure, simple Estate Planning, for wherever life may take you.
Yodal simplifies conversations and enables advisers to manage every step of the Estate Planning process. You don’t need to be an Estate Planning expert to ensure your clients’ wishes are updated as change happens.
A once long and complex process is now timely, simple and streamlined. The entire Estate Planning process is pulled together into one platform – from the initial client needs assessment and document recommendations, to the client questionnaire capturing their wishes, right through to the provision of draft documents delivered directly to your chosen lawyer for review and finalisation.