For smaller business with preferred clients.

For Advisers & Accountants with hundreds of clients.

For leading Enterprise with millions of clients.

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Secure. Simple. Streamlined.

Yodal is the Estate Planning solution for you.

Centralise your estate planning.

Yodal provides all of the tools and resources you will need to grow estate planning within your business, and maintain it, all in one place. Use your brand or ours.

with ease.

Setup is fast, easy and cost effective with Yodal.

Hit the ground running with comprehensive training for all stakeholders and ongoing expert support.

Start the conversation.

…and keep it going.

Leverage the Yodal tools and resources to improve client engagement from the initial conversation and needs assessment, through to finalisation by a specialist estate planning lawyer.

You’ll be in good company.

I really think many financial advisers steer away from estate planning because they think they need the expertise of a lawyer and that it adds more work. It is certainly not the case when using a platform like Yodal.

Jodie Douglas, Principal Adviser & Co-Founder, Mad about LIFE

This is a real win-win for us and of course our clients. They can take an active role in their estate plan by having access to their files through Yodal. They are also fully aware upfront of the fees (which are fixed) and the payment structure (which is very competitive).

Sasha Burchgart, Founder, Burcheart Financial Planning

Up until recently, I have relied on solicitors to ensure estate planning was covered. We were out of the loop when it came to ensuring our clients’ needs were being fully addressed. Yodal has changed all of that for us. We can now incorporate estate planning into the total financial plan discussion

Sasha Burchgart, Founder, Burcheart Financial Planning

My team swear by Yodal because it makes the entire estate planning process simple, and it gives our clients confidence because they too can take charge of their future.

Cassandra Troy, Director, Robins Financial Planning

Previous arrangements I had for estate planning were not fully digitised and didn’t quite meet what I needed. When I chanced upon Yodal, it was the perfect solution – it is interactive, remote, and digital and exactly what I was looking for. Yodal bridges the gap… It’s good for me, and perfect for my clients.

George Hlawaty, Estate Planning Specialist, Vista Financial Group

We have found Yodal to be really refreshing to use and we are confident it will add more value to our client experience. Compared to other platforms we have used, Yodal frees up our time as there is less to do. If we need to talk to someone, or ask additional questions, it is all included in the price rather than having to pay extra.

Jodie Douglas, Principal Adviser & Co-Founder, Mad about LIFE

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Try Yodal…

There are a lot of benefits to a dedicated estate planning solution. See for yourself with a 30-day trial.