Take Estate Planning from a discussion to completed documents in a few simple steps.
Yodal delivers a comprehensive Estate Planning platform directly to advisers’ desktops.
It supports you in building a lucrative Estate Planning business, unlocking opportunities for deeper client conversations and developing inter-generational relationships.
Yodal connects the Estate Planning dots through a market-leading system and intuitive
step-by-step process. It enables you to deliver Estate Planning to clients, with built-in legal review that
mitigates the risk of providing legal advice.
Whether clients are starting out, growing families, building wealth or seeking retirement, Yodal’s simple step-by-step process delivers completed Estate Planning documentation with minimal fuss and fast turnaround.